“I’ll never invest money in a fund unless I meet the fund manager” – Paul Mann (True Direction Financial Services)
With 25 years of combined experience as a futures trader and a financial adviser, Paul Mann has watched the evolution of financial advice change from a very heavy sales culture to one that is more focused on making a lasting difference in clients lives. For Paul, transitioning into the advice space was an opportunity to make a significant contribution to society and to give back. Sure, he took a 75% cut in his wage when he got started, but was it worth it? Absolutely!
Fast forward to 2018 where you will now find the title ‘Principal and Financial Adviser’ on Paul’s office door. In this podcast, Paul expands on his past trading experience and how that has helped shape his client value proposition as a self-employed adviser. Our favourite key takeaways from this discussion look at:
From a chalkie on the stock exchange, to building a company from 8 to 65 employees globally, Paul Mann has a level of knowledge and understanding that can only come from years of experience working in the trenches of financial advice. For a bunch of fresh ideas and some interesting history on the industry, this is a podcast you don’t want to miss.
If marketing, public relations and social media were like Kung-Fu, Adele Martin is definitely your Bruce Lee. She’s the Money Mentor, financial adviser and keynote speaker who has nailed the one-to-many market and continues to use her trusted personal brand to grow and scale her advice business, and boy is it growing.
She’s a big believer in a sharing economy and is full of tested ideas and strategies that will help you build trusted relationships with your clients, position yourself as a leader in the industry and increase your bottom line.
Of the many nuggets of wisdom shared in this podcast (and there’s so many), here’s our standouts:
Let’s be honest, a 45-minute podcast is just not enough, so we’ll have Adele front and centre at our event next week in Sydney for a ‘warts ‘n all’ discussion around using digital media to scale your business and master your client value proposition. This event is a must for employed, aspiring and self-employed advisers. If you can’t attend the event in person, be sure to tune into the Facebook Live on Thursday 22nd Feb at 6:30pm.
Get your last minute tickets here - http://bit.ly/2DdD4tJ
A big thank you to our major partner Zurich and to SunSuper for the continued support.
If you’re an active member in the XY community, you’ve probably seen her name start to pop up regularly, you may have even connected with her some way, somehow. But what do you actually know about XY’s newest team member, the new Community Manager – Emily Blanch?
Experience wise, Emily is a mixed bag of paraplanning, online media and writing, but she is totally in her element when she is delivering an unforgettable client or customer experience. She can’t tell a story without using her hands and if she could, she’d climb to a tall building somewhere and shout it out to the world that travelling (at some point in your life) is without a doubt the best thing you can do for your health, your wealth and your happiness.
Amongst the travelling stories, the clichés (all of the clichés) and some of the amazing things XY Adviser has coming up this year, here’s our favourite highlights:
If travelling has ever been on your radar, we’re pretty sure Emily’s stories will have you wanting to book a ticket overseas now (apologies to employers everywhere). But if getting an employee back with a fresh perspective, a new outlook and a sense of accomplishment and motivation, we think that’s a pretty good return on investment.
P.S. This podcast is best enjoyed with a cold beer!
And as always, a big thank you to our major partner ZURICH and also to SunSuper for the continued support.