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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: February, 2018
Feb 21, 2018

“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:

  • What it was like to be apart of an open outcry in the 90’s
  • What the financial advice industry looked like 18 years ago
  • The psychology of money and how to become a client’s trusted adviser
  • How Paul is niching down with his target market
  • How advisers can leverage the corporate super space and help employees of (really) big companies
  • Why people who are very emotionally connected to their cash flow and disconnected from their super have got it around the wrong way

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.

 

As always, we would like to thank our major partner Zurich and also SunSuper for the continued support. 

Feb 15, 2018

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:

  • The single piece of advice Adele would give to anyone starting out as an adviser
  • Adele’s proven strategy to work ‘on’ your business rather than just ‘in’ it
  • How to commercialise a Facebook Group and build a trusted community
  • How to kick start your marketing, PR and social media plan
  • How Adele’s virtual office has allowed her to leverage the amazing skills of people she would never find in Newcastle

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.

Feb 7, 2018

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:

  • Why travelling is sometimes the best career advice you can give
  • Clayton’s greatest success emotionally with clients as a financial adviser
  • Why a lifestyle change can open up a world of new opportunities
  • The brand-new look and feel of XY
  • The big names we are determined to get on the XY Podcast this year
  • How Adrian is looking to combine the skillsets of accountants and advisers to maximise the value provided to clients
  • And what does beer and financial advice have to do with each other?

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.

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