In this episode Tara Sutton, State Director at BT, speaks with Kathy Havers of Viridian Advisory. Kathy's career has spanned almost 25 years, and she discusses the need for diversity in the industry to allow clients to find an adviser with shared values – someone 'just like them'. For those thinking a career in financial advice is all about the numbers, Kathy proves that people are at the core of everything she does. Kathy lives by the mantra “you have not truly lived until you have done something wonderful for someone who can never possibly repay you”. Kathy brings her life experience to the forefront and speaks to us about how empathy, continual education and being community minded has shaped a fulfilling advice career.


Disclaimer:

The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

Ver todos los episodios