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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: July, 2017
Jul 31, 2017

Interviews by Ben Nash and Naomi Christopher

In this episode of XY Live on Facebook Live, we have James Millard, Founder and Director of YOLO Financial Services, to share with you lessons , debunk a few myths, and provide guidance on starting a Financial Blog.

Jul 24, 2017

Interviews by Ray Jaramis and Phil Thompson

Did you know you can offer financial advice for $30? NOD has facilitated over 2000 consumers questions to advisers with an average turn around time of 24 hours.

Nod's mission is to create a platform where everyone on the planet can get on-demand access to help with financial decisions and questions about money from a network of trusted financial experts. NODs target market are young people – generally those under 35 – who do not currently have a financial adviser but are making big money decisions around things like buying a car or house, getting married, starting a family, or launching a business.

Getting advice about money is as simple as: 1) Ask a question. 2) Pick an adviser. 3) Get a great answer.

Founder Joel Robbie is interviewed this week to talk all things start up about how the platform came into being.

Join us again next week. XY Live Episode 41 - Lessons learned from starting a financial blog and tips for setting one up on XY Adviser Facebook Live!

Jul 24, 2017

Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher

 

In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?

Jul 9, 2017

Interviews by Ben Nash and Adrian Patty

This week we have Steve Nielsen talking 'How to drive efficiencies in your advice'. Steve will be sharing his tips and the process he used to scale his business and streamline his advice processes.

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