This episode is what XY Adviser is all about. Shaking up the financial status quo. Doing things differently.
Ever heard of dreams driven advice? What about speaking with purpose? It’s these out of the box topics and more that Peita Diamantidis (@peitad) of Caboodle Financial Services (www.caboodlefs.com.au/) has been exploring and is keen as ever to share with the XY Adviser community.
Known as a speaker, author and financial adviser and loved for being a geek hybrid and wish activist; Peita dives into why storytelling is a powerful sales strategy, how to nail a presentation when you’re not a natural speaker and how to incorporate dreams driven advice into your service offering (and what it actually is).
This quite simply, is a podcast for modern advisers.
If you’re an adviser looking to build on your speaking and presenting skills, you can reach out to Peita direct through any of her socials with the handle /peitad.
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They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
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