October 27, 2021

Tech Trends Series #3

SERIES :

Tech Trends Series

Share :

LinkedIn
Twitter

In this installment we focus in on content marketing, and how it’s become a huge part of the advice tech stack.

Visit Netwealth to learn more about how they can support your advice and wealth business .

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY
Patrick Flynn Website

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY
Caboodle Financial Services Website

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY
KMD Financial Website

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn
TWD Website

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin
Netwealth Website

Join the XY platform:
App Store
Google Play
Desktop

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts
https://staging.xyadviser.com/disclaimer/

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.