Brought to you by Zurich and Onepath – two brands with one vision.
Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital.
Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/ Brinker Capital Website: brinkercapital.com
New XY platform now available: App Store: https://co.xyadviser.com/xyistore Google Play: https://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus
-
Mental Health Series #10 – Maria Falas
Brought to you by Zurich and Onepath – two brands with one vision. Maria is head of mental …
-
Mental Health Series #9 – Ray Jaramis
Brought to you by Zurich and Onepath – two brands with one vision. Multiple award winning adviser, head …
-
Mental Health Series #8 – Rick Kahler
Brought to you by Zurich and Onepath – two brands with one vision. Rick Kahler specializing in the …
-
Mental Health Series #7 – Matthew Morris
Brought to you by Zurich and Onepath – two brands with one vision. Social Worker with a history …
-
Mental Health Series #6 – Dr. Ann Dadich
Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also …
-
Mental Health Series #5 – Dr. Moira Somers
Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial …
-
Mental Health Series #4 – Eric Priebee
Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services …
-
Mental Health Series #3 – Daniel Crosby, Ph.D.
Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, …
-
Mental Health Series #2 – Csilla Skultety
Brought to you by Zurich and Onepath – two brands with one vision. Csilla is head of operations …
-
Mental Health Series #1 – Vanessa Bennett
Vanessa’s background covers financial services and physical fitness, and now works as a high performance coach specialising in …
-
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
-
AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
-
#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
-
Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
-
AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
-
#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
-
Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
-
AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
-
#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …