clients, advisor, people, financial planner, money, spending, conversation, months, year, spend, advice, necessarily, talking, mentioned, thinking, pfm, process, business, fantastic, mums
Lexi Smith, Fraser Jack, Clayton Daniel
Welcome to the x y advisor podcast. A global community of financial advisors sharing and learning with one another to drive the positive evolution of financial advice. To get involved, go to x y advisor.com. Or simply download the x y advisor.
This episode is proudly sponsored by integrity your partner for life integrity recently launched an exclusive research paper to help advisors understand how to attract and retain new clients. They believe their role in the industry is bigger than just providing products they want to help create a sustainable industry. Educate clients and support advisors personally in their business. You can get a copy of the report and learn more about integrity if you visit integrity live.com.au forward slash x y.
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.
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.