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Blog

How to grow from a single AR practice – Paul Garner & Nathan Fradley [2-minute read]

At the start of 2022, Nathan Fradley posted a video on the XY platform (check it out here) to start a conversation on what it takes to grow a financial planning business from a single AR practice. This post sparked a huge discussion and had the comments section buzzing. Simultaneously, we received a request by Paul Garner to discuss some questions he had on how to grow his single AR practice and become succession ready.

Client Strategy Session Summary – James Wortley [3-minute read]

Four years in and Thabojan has built a high-touch, fee-for-service business which really centres around delivering purpose-based advice. So what does this look like in practice... really? Thabojan's advice process is a four-step journey, depending on the clients' needs and where they are at.

How to attract and retain the right employees for your company – Fabian Ruggieri [2-minute read]

Finding great people to join your team can be a challenge. Putting a job ad out there and hoping the right person will fall into your lap is a dream. In reality, it rarely happens that way. Attracting and retaining quality employees is a rigorous process Fabian Ruggieri, a Financial Services recruitment specialist, has mastered.

Three essential things you need to start a podcast – Danielle Cornelissen [3-minute read]

Over the past five years, podcasting has exploded with everyone (and their mother) recording their thoughts in the hope of growing an audience and being able to monetise. But starting a podcast, especially one that adds value, is not that easy. With profound insight and over 20 years of experience in the financial planning industry, Danielle Cornellisen, owner of 5 ELK, has taken on the challenge of helping advisers start podcasts.

Blog

How to grow from a single AR practice – Paul Garner & Nathan Fradley [2-minute read]

At the start of 2022, Nathan Fradley posted a video on the XY platform (check it out here) to start a conversation on what it takes to grow a financial planning business from a single AR practice. This post sparked a huge discussion and had the comments section buzzing. Simultaneously, we received a request by Paul Garner to discuss some questions he had on how to grow his single AR practice and become succession ready.

Client Strategy Session Summary – James Wortley [3-minute read]

Four years in and Thabojan has built a high-touch, fee-for-service business which really centres around delivering purpose-based advice. So what does this look like in practice... really? Thabojan's advice process is a four-step journey, depending on the clients' needs and where they are at.

How to attract and retain the right employees for your company – Fabian Ruggieri [2-minute read]

Finding great people to join your team can be a challenge. Putting a job ad out there and hoping the right person will fall into your lap is a dream. In reality, it rarely happens that way. Attracting and retaining quality employees is a rigorous process Fabian Ruggieri, a Financial Services recruitment specialist, has mastered.

Three essential things you need to start a podcast – Danielle Cornelissen [3-minute read]

Over the past five years, podcasting has exploded with everyone (and their mother) recording their thoughts in the hope of growing an audience and being able to monetise. But starting a podcast, especially one that adds value, is not that easy. With profound insight and over 20 years of experience in the financial planning industry, Danielle Cornellisen, owner of 5 ELK, has taken on the challenge of helping advisers start podcasts.

Increase profitability by creating content your clients will love – Natasha Janssens [2-minute read]

Profitability is vital for any business, but doing it through content creation can be difficult. Using content to your advantage makes attracting and retaining clients easier, and no one knows this better than Natasha Janssens. As a former financial adviser and now an author, Natasha Janssens, founder of Women with Cents, has deep insights into content creation and client engagement. Throughout her career, she has become a market leader and knows how to build a trusted brand by talking about money in a way that really engages with clients and consumers.

Handling property investment inquiries from clients or prospects – Dylan Martin [3-minute read]

Samuel Bonello mentioned that 70% of people want to buy property. But whether or not buying one is a good fit is a different story. As a Financial Adviser, you need to understand your client's motivations first - because investing in property is different from living in the property.

Reignite the spark within your team with supercharged strategy days – Peita Diamantidis [3-minute read]

With the Covid-19 pandemic turning the world on its head, it's safe to say it's been a hectic 18 months for everyone. Many of us have gotten comfortable staying at home, but now that the world is reopening, we need to reset our minds, especially when it comes to our work. Whether a business owner or employee, we've all gon...

How to identify and prioritise ideas that matter most – Pat Flynn [4-minute read]

If you're an XY Adviser, you will never be short of new ideas. But how do you take those ideas and convert them into something that will serve yourself and your clients in the best way possible? With so many ideas constantly accumulating in your mind, adopt a ruthless mindset in prioritising and man...

The benefits of co-creating your business strategy with your team – Julia Schortinguis [3-minute read]

Have you ever considered co-creating your business strategy with your team? Julia Schortinguis, Director of Lighthouse Capital in Perth and host of the Good Money Habits podcast, believes co-building your business strategy with your entire team is essential to success. Using philosophies she learnt...

How I built a one-to-many online course for consumers – Jennifer Richardson [3-minute read]

Creating engaging, unique course content takes insightful preparation, thoughtful planning, and slick execution. From finding your niche to using the right tools, often, getting started can be the biggest challenge. Finding your feet in the course creation world can be tough, but not impossible. In...