Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his “Client Connection” research, which explores how adviser’s relationships with their clients are bettering the world of financial advice.
Adam Crabbe XY
Zurich Website
The Client Connection
Capital Group – Make confident investment decisions backed by deep research
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Media podcasts
https://www.xyadviser.com/disclaimer/
THE XY PLATFORM
SUBSCRIBE TO THE PODCAST
AUSTRALIA
POPULAR SERIES
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.