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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: July, 2019
Jul 25, 2019

On today’s episode, we’re continuing the conversation on how to nail the planning phase of an awesome advice business. We’ve brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following:

-What do you charge for your initial meeting?

-What does your ideal client look like?

-How you transitioned from the corporate world into being a self-employed adviser

-How did you approach the planning phase of your business?

-plus plenty more…

Episode Resources:

James Millard LinkedIn - https://www.linkedin.com/in/jamesmillard1/
Sufficient Fundz Blog - http://www.sufficientfundz.com/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

Jul 18, 2019

What makes a great financial advice offering and how do you build a thriving business? We’ve distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P’s: Plan, Product, Profit.

In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business.

Episode Resources:

Peak Wealth Management - https://www.peakwm.com.au/
Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

Jul 10, 2019

The team at XY have spent a lot of time thinking about what makes a great financial advice offering and business. We distilled it down to the three key elements you need to get right to have any level of success. We call it the three P’s: Plan, Product, Profit.

For the next 15 episodes, Ben Nash of XY is taking over. He’s been spending time with a bunch of advisers who are happy to share their journey of building an awesome advice business.

We’re kicking things off with the one and only Fox & Hare Financial, a modern advice business and proposition built from scratch by Glen Hare and Jess Brady.

Take it away Ben…

Episode Resources:

Fox & Hare Website - https://foxandharewealth.com/
Fox & Hare Facebook Page - https://www.facebook.com/foxandharefinancialadvice/
Glen Hare LinkedIn - https://www.linkedin.com/in/glen-hareadviser/
Jess Brady LinkedIn - https://www.linkedin.com/in/jessica-brady-21165812/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

Jul 4, 2019

In today’s episode, Adrian from XY sits down with the bright and bubbly Jenny Pearse (@jennypearse1) – marketing extraordinaire helping Financial Advisers build raving fans, who then become their business ambassadors.

Jenny says Advisers need to stop getting distracted by the latest, but not-always-greatest marketing tool and instead focus on understanding their clients better than anyone else, so they can effectively communicate with them through the right marketing channels.

Episode highlights:

3:15 – The risk of getting distracted by shiny marketing

5:37 – Why would your niche only want to work with you?

19:10 – The challenges you’re seeing in how Advisers communicate with the public

22:45 – Why the reward of changing lives trumps the barrier to entry as an Adviser

29:25 – Do you have a mentor? The power of mentors and tribes (just like XY)

Show Notes:
Jenny Pearse LinkedIn - https://www.linkedin.com/in/jennypearse/
Jenesis - http://www.jenesis.net.au/
Jenny Pearse Twitter - @jennypearse1
General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

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