Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia
Behind The Advisor · Behind The Advisor
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Show Notes
Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. She's a recent recipient of the prestigious Independent Financial Advisor Excellence Award based on the innovative strategies she's using to expand her firm's reach while keeping costs low. This Australian planner is disrupting the industry down under with her fee-only firm, Experience Wealth.
Adele provides an international perspective on the evolution of fee-only planning. Australian financial planners have transitioned to a business climate that is heavily regulated by the government. She shares a fascinating glimpse into the business environment as we discuss the impact of the new laws on firms and their customers.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/74