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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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Now displaying: June, 2017
Jun 30, 2017

Interviews by Phil Thompson and Ray Jaramis

In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.

Jun 28, 2017

Interviews by Ben Nash and Clayton Daniel

In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.

Jun 21, 2017

XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value

On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.

Jun 21, 2017

Interviews by Ben Nash and Ray Jaramis

Brian Kennaugh has been involved in Financial Services for over 30 years and credits much of the growth of his business to client referrals. In this session we're going to dive deep into the process of how Brian has been able to get over 78% of his clients to refer others to Brian's advice practice and what you need to know to implement a referral framework in your business.

Jun 7, 2017

Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan.

In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession and make a bigger difference to the lives of our clients.

Jun 7, 2017

Interviews by Phil Thompson and Adrian Patty

Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business

Jun 7, 2017

Interviews by Phil Thompson and Ray Jaramis

In this episode of XY Live with Matt Heine, joint Managing Director of Netwealth Group and passionate about innovation in financial advice, has talked about his recent US study tour and his learnings about the difference from the Australian market. Listen to what he has learned about using artificial intelligence and how algorithms can work wonders in our industry. Know more about tools and technologies from the US that can be brought over to Australia.

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