We had Ian Dunbar the CEO of Suitebox and Co-founder of Afiniation to talking to us about the Australian fintech startup space and how adviser can work with these new innovative companies.
Sam Henderson is joined us to talk about his journey that lead him to own his own advice firm, host of Sky News Business 'Your Money, Your Call' and recently becoming named the AFA's Practice Of The Year winner.
Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technology, as well as giving us a bit of insight into how he works with businesses to improve their practice efficiency.
Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.
On this episode we had a chat with Brett Evans from Atlas Wealth joined us for XY, who was recently named innovator of the year in ifa's Excellence Awards. Brett was a treasure trove of information when it came to providing advice to aussies working overseas and the session was invaluable to anyone who is trying to work out who their ideal client is. Tune in if you wanted to get your hands on some valuable take-aways from his session.
We had a chat with Kath Cairns about how she is growing her business and how she has done this starting from scratch. She has recently started advising clients and was a finalist in the 2015 AFA Rising Star award. All ears here as she will take us through how she went about building her client base from nothing and the engagement strategies she’s used to get there.
Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advice firm from London and how we can all run a financial advice business remotely. Tune in to get more tips on how you may virtually handle your business with available tools onlilne.
Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your personal brand through content marketing. Dig in on some tips for advisers in how they can stand out from the crowd. The session ended up going overtime because the (virtual) room was brimming with questions for Paul and he did not disappoint when it came to providing valuable answers.
Interview with Cathryn Gross from Twelve Wealth and she spoke to us about how she is integrating professional coaching with financial advice. She took us through her journey of establishing an advice practice with a life coaching component. It was super interesting hearing how she offers to be a sounding board for more than just money matters to her clients. Tune in to get your hands on some valuable take-aways from her session.
Guy Freeman gives us some insights as to how build an automated lead process using search engine optimization and paid Facebook and Google advertising. He was able to shed more light on his best practices on how to generate more leads using different enterprising avenues. Listen to how he has been helping advisors build & grow successful practices, take their business to the next level and to go from six to seven figures through this podcast.
In this first episode of XY Live, Brenton Tong gives us some insights as to how he is making his advice process remarkable in your own process and in the financial planning industry. Brenton gives us access to his advertising methodologies and his vision on how it might gainful to the way of life and culture of financial planners. Tune in to this educational podcast to learn how he was able to find the most effective way to communicate his solutions.