Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice.
Innovating Advice Website: https://innovatingadvice.com/
Kate Holmes Linkedin: https://www.linkedin.com/in/kateaholmes/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 – they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus