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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: August, 2020
Aug 31, 2020

Chris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 day property challenge on the XY platform, where he teaches advisers how to include property in the advice process.

Chris Bates XY: https://www1.xyadviser.com/members/4043358
Wealthful Website: https://www.wealthful.com.au/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Aug 26, 2020

Katrina has been advising for over a decade, but had never used social media as a methodology of connecting with clients. Katrina walks us through what she learned completing the 30 day social media challenge recently held on the XY platform.

Katrina Van Gunst XY: https://www1.xyadviser.com/members/2401967
Phillipsons Website: phillipsons.com.au/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Aug 19, 2020

Jake is a financial adviser specialising in the under 45s market, and has carved out a niche with cashflow as a service. Finding success on social media as an acquisition method, Jake is bullish on the strong future of financial advice.

Jake Wilkins XY: https://www1.xyadviser.com/members/2400950
Financial Planning Brisbane Website: http://fpbrisbane.com.au/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Aug 12, 2020

Adam is a former adviser, and director at NextGen Planners helping advisers all over the world get better at their jobs in some very unique ways.

Adam Owen XY: https://www1.xyadviser.com/members/4163638
Next Gen Planners Website: https://nextgenplanners.co.uk/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Aug 4, 2020

Limited time equity crowdfund offer. Go to https://www.birchal.com/company/xyadviser to own a piece of the social media platform moving forward. Always consider the general CFS risk warning and offer document before investing.

Dean has some strong ideas around the future of the financial advice business model, and discusses how his licensee is approaching it. Find the Wealth Network Group on XY

Dean Holmes XY: https://www1.xyadviser.com/members/2231807
The Wealth Network XY Group: https://www1.xyadviser.com/groups/1846338/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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