On this episode, Ben Nash sits down with Mark Nagle – the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.
Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client experience more enjoyable while reducing friction.
Episode resources:
Mark Nagle’s LinkedIn – https://www.linkedin.com/in/mark-nagle/
Treysta Wealth – https://www.treystawealth.com.au/
This podcast is brought to you by FE Analytics, a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
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