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Lexi Smith, Fraser Jack, Clayton Daniel
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Welcome back to the x y advisor podcast. I’m Fraser Jack and today I’m joined by Lexi Smith. Welcome, Lexi. Thank you, thank you for having me. You’re very welcome. Now we’re talking about all sorts of different things around the concept of providing or helping clients in a way that’s not necessarily being a licensed financial planner, living the dream. So let’s start by giving the this is a quick overview of you and what you’re doing in your business at the moment.
So even though I’m a non practicing CFP, I now help mums become better with money using cash flow critiques.
Wow, fantastic. And then and of course, you just met as you mentioned you currently a non practicing CFP, but you were a pilot for a long time.