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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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Jul 26, 2018

Vince Scully (LinkedIn:/vincescully) is the Financial Adviser, Author and Chief Sherpa at LifeSherpa (www.lifesherpa.com.au) who, with the use of just one personality profile, can instantly understand the psychological traits of his clients and is able to translate their life goals into financial goals while managing their emotional journey along the way.

How does Vince successfully use lead generation tactics? What are the conversion rates really like? And what led him to start a business targeting the 80% of Australians who do not seek financial advice? Clayton and Adrian drill down on all of this with Vince and much, much more...

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If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around, which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

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