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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: March, 2019
Mar 27, 2019

Are you an insurance adviser who will be affected if the removal of insurance commissions goes ahead? If the RC’s final report has given your confidence a hit, Dean Mannix (LinkedIn:/deanmannix) of SalesITV (https://www.deanmannix.com) is here to remind you of the valuable work you are doing and why he believes you should absolutely be remunerated accordingly.

This episode hits the proverbial ‘nail on the head’ on many topics, and there are so many incredible nuggets of information shared which relate directly to Advisers and how they can do their best work.

Dean Mannix is the undisputed expert when it comes to customer centric sales. He has taught sales in over 28 countries and to some of the smartest people in the world. Dean has also created two courses on the www.xyadviser.com training platform, and both expand on everything he talks about in this episode with Adrian.

Episode highlights:

5:26 – Why Dean supports insurance advisers being compensated via commissions for the hard work they do

9:46 – How can advisers better articulate their value when it comes to insurance?

17:36 – Six key reasons why Advisers don’t get referrals, and how to avoid them

20:41 – Why your clients should be part of your BDM team

35:09 – How advisers can set the expectation of their value to the client

36:36 - The importance of telling a compelling story to your target demographic

40:26 – How to get out of the trap of trying to serve all prospects, and only focus on the ones you can deliver the most value to

Show Notes:

The SalesROI Methodology Course - http://link.xyadviser.com/deanmannix-salesroi

Grow Your Pipeline With Referrals - http://link.xyadviser.com/deanmannix-referrals

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Mar 20, 2019

Which areas of the Financial Planning process do you really enjoy? What if you could eliminate the areas of Financial Planning you don’t like, and focus on the ones you enjoy most? Well, that’s exactly what Amie Baker (LinkedIn: /amie-baker-10975828) of Rekab Advice (https://www.rekabadvice.com.au) did.

Amie realised being her client’s active investment manager was not how she could provide the most value, so she made a conscious decision to outsource all areas of FP she doesn’t enjoy, to focus on what she does best - helping her client’s articulate what they want out of life and tailoring a financial plan to help them get there.

This is a great episode for anyone who wants an insight into what one successful adviser is doing in her business.

Episode highlights:

12:30 – How has your life experiences helped you as a Financial Advisor?

18:41 – The elements of Financial Planning Amie has outsourced and why

22:50 – What did you do to get better at behavioural finance?

27:48 – The scarcity mindset with money, and how to help your clients who have this

32:25 – Why Advisors need to get creative in changing the perception of advice to the average Australian

47:40 – As an Advisor, do you ever feel like there’s an end date to working with a client?

Show Notes:

Dare to Lead book by Brene Brown (amazing idea for Advisors) - http://link.xyadviser.com/brene-brown

Tribes book by Seth Godin (great for business and getting your confidence to influence and lead) - http://link.xyadviser.com/seth-godin

Nudge book by Cass Sunstein & Richard Thawler - http://link.xyadviser.com/cass-sunstein

Misbehaving book by Richard Thawler - http://link.xyadviser.com/richard-thawler

Thinking Fast And Slow book by Daniel Kahneman - http://link.xyadviser.com/daniel-kahneman

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https//www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Mar 13, 2019

Are you a Financial Advisor who needs to implement a marketing strategy from scratch? Have you dabbled in the marketing game across different social platforms, but not sure if you’re seeing results?

Do you want to know THE magic formula to creating the ultimate marketing strategy for yourself or your Financial Advice business?

Well, we hate to be the bearer of bad news but unfortunately there is no magic formula or cookie cutter approach to nailing the marketing game as an advisor (sorry!). However there ARE several strategies you can use to determine the kind of marketing approach best suited to yourself or your business, and it all starts with delivering a great…. client experience.

Michael Back (LinkedIn:/michaeljback) is the business coach, customer experience and marketing expert for Financial Services. His company Human to Human (https://www.humantohuman.business) works closely with advice businesses helping them create a win-win-win situation; which includes an aligned team, happy clients and a thriving business.

There are so many nuggets of marketing gold shared in this episode, here are just a few highlights:

7:05 – The power of podcasting and getting your message in front of the right person at the right time

15:40 – Digital marketing vs human marketing. Do marketing cycles exist? Have we come full circle?

20:50 - Why business owners are getting distracted by ‘shiny marketing objects’ and how to avoid the scatter gun approach

30:35 - How long should you test a marketing strategy before analysing if there is a valuable ROI?

36:40 - What are the biggest problems you’re seeing advisors facing in the client experience phase?

46:45 – What is the best way for growing businesses to attract new and sticky clients?

Show Notes:

Human to Human - https://www.humantohuman.business

Screw Work, Let’s Play Book by John Williams - bit.ly/screwworkletsplay

The Psychology of Persuasion book by Robert B. Cialdini - bit.ly/psychologypersuasion

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (http://jo.my/hub24), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Mar 6, 2019

It seems most Financial Advisors are no longer of the mindset that Fintech is going to replace them, but rather complement them and their value proposition for clients.

So if this is the case, surely the question then has to be - how can Advisors leverage the power of Fintech in a post royal commission world?

Chris Ridd (LinkedIn: /chrisridd) has an impressive career history in tech. After working at Microsoft for 15 years, he then took on the role of CEO at Xero and led the growth of the company from a handful of employees to over 300. Now, he is part of the executive team at myprosperity (https://www.myprosperity.com.au) and believes the key for an advisor to not just exist, but to flourish in a post RC world, is to first help their clients feel like they’re in control.

In this episode you’ll learn:

4:22 – The three elements Chris looks for in a sound startup.

12:44 – What’s the key for an advisor to not just exist, but to flourish in the next 5- 10 years?

31:00 – How to be an effective leader and drive a great company culture

35:10 – Why leaders DON’T need to know everything, and the importance of authenticity

39:17 – What is the best thing advisors can do to grow their business?

41:24 – Are advisors using MyProsperity as a lead generation tool? If so, how?

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

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