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XY Adviser

The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
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Sep 26, 2019

Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser.

On today’s episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful content for them, creating services that offer autonomy for your clients, and determining which are ego-feeding projects and which ones are worthwhile.

Episode Resources:
Melissa Browne LinkedIn: https://www.linkedin.com/in/melissa-browne-5262b020/
Melissa Browne website: https://www.melissabrowne.com.au/
A&TA website: https://www.byata.com.au/
The Money Barre website: https://www.themoneybarre.com.au/
(43:10) Fathom website - https://www.fathomhq.com/

 

General Disclaimer – https://www.xyadviser.com/disclaimer/

 

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

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