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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: October, 2017
Oct 20, 2017

Interviews by Adrian Patty

Michael Back, a specialist consultant to Financial Advice businesses, will be joining us to unpack how people can achieve more fulfillment in the workplace. We’ll be running through how employees can find more passion in what they do and also what businesses can do to help them achieve this. Michael will share his personal story as well as the insights he’s gleaned from working with some of the best advice businesses in Australia.

Oct 12, 2017

Interviews by Ray Jaramis

So you’re in your business and wondering how you can get better relationships with your clients and keep them around for longer whilst leveraging referral opportunities at the same time.
Social proof in the digital age is huge and potential clients are googling more than ever to learn about the people they’re considering doing work with.

Join us with Ray McHale to discuss all things building a digital presence and what this means for your business now and into the future.

Oct 9, 2017

Interviews by Clayton Daniel.

Join us on this exciting episode with Steve Crawford, Financial Coach & Adviser at Experience Wealth to discuss Cash Flow and a lot more. Watch it here.

Oct 9, 2017

On this special episode of XY Live, we had Simon O'Dell, Co-founder of Manner & Director of Eagle Insurance Brokers to talk about general insurance in your advice offering.

Oct 9, 2017

On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.

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