EP3 - Evolution Of Financial Advice

 

Today, Thabojan speaks with Clayton Daniel managing director of XY Adviser, a social media platform dedicated to driving the positive evolution of financial advice.

As host of the XY Podcast, Clayton has interviewed hundreds of financial advisers worldwid and in today's episode he shares with us the varying service offerings and nuisances that make up an advice firm, so that you can make an informed decision when choosing the right adviser for you.

Connect with Clayton Daniel: https://www.linkedin.com/in/claytondaniel1/

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EP4 - Building a Picture of your Financial Future

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EP2 - Start With Your Purpose