Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she’s learned from.
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Jess Brady XY
Fox & Hare Website
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You can get a transcript of this podcast here
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454 Rebecca Pritchard
Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience …
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#453 Ryan King
Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of …
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#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …
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#451 Laura Kelly
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
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#450 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
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Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
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Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …
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Addressing Client Affordability Concerns in Insurance #3
In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey …
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Addressing Client Affordability Concerns in Insurance #4
In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at …
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#449 Robert Rich
Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, …
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AdviceTech Podcast #93 – Weel
This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
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454 Rebecca Pritchard
Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience …
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Engine Room Podcast #42 – Shail Singh
Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew …
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AdviceTech Podcast #92 – Claras.ai
This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …
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#453 Ryan King
Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of …
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Engine Room Podcast #41 – Mark Chan
Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry …
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AdviceTech Podcast #91 – Scale Up Paraplanning
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
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Engine Room Podcast #40 – Luke Roberts
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how …
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AdviceTech Podcast #90 – Bonjoro
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
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#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …