We are doing it again on XYLive! Forum Chat with Phil Thompson, Adrian Patty and Ray Jaramis of XY Adviser with the special participation of Amanda Pond, Dylan Martin and Ronald Pratap to join us as we discuss how you started your business.
Through this forum, our many diverse communities will have the opportunity to share their unique perspective and be heard, as well as to learn about one another. This session will be great for tips on what not to do when starting a practice and has worked!
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
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#438 Nathan Fradley
This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial …
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Great Wealth Transfer #1
In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry …
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Great Wealth Transfer #2
Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner …
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Great Wealth Transfer #3
In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, …
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Great Wealth Transfer #4
In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam …
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#437 Kiera Brown
Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment …
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#436 Baz Gardner
Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
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AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
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#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …