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Leading ideas and
research from the
``industry’s best.


#182 Derek Notman

Host of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual …

Mental Health Series #10 – Maria Falas

Brought to you by Zurich and Onepath – two brands with one vision. Maria is head of mental …

#188 David Haintz

David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He …

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, …