xy+

Blog

A business model for millennial clients

Off the back of a super popular post on XY discussing how advisers deal with fee sensitive millennials, we asked Chris Carlin and John Cachia - two Victorian advisers who work with millennials - to join us for an XY+ web event to share how they've built their business models and how they're articulating the value of their advice to younger generations.

How to build a productive and profitable relationship with an outsourced paraplanner

According to Hayley Knight, these are common frustrations for advisers. If you were nodding your head reading the list above, you're not alone. In last week's XY+ web event, Hayley took us through the top four mistakes advisers should be avoiding when looking to set up a successful outsourced paraplanning relationship.

How to get more done in less time

There's a few ways to crack the efficiency code in advice. You can hone in on the right tech stack and bring automation in where appropriate. You can also drive efficiency in the way you and your team operate by improving your cognitive energy and performance.

How to Decide on the Best Platform for You and Your Client

Operational efficiency and seamless design are key to exceptional client experience. We need to reflect on our use of platforms, from both a client and business perspective. How can we make well-informed decisions for our clients and decide if they should change platforms?

Blog

A business model for millennial clients

Off the back of a super popular post on XY discussing how advisers deal with fee sensitive millennials, we asked Chris Carlin and John Cachia - two Victorian advisers who work with millennials - to join us for an XY+ web event to share how they've built their business models and how they're articulating the value of their advice to younger generations.

How to build a productive and profitable relationship with an outsourced paraplanner

According to Hayley Knight, these are common frustrations for advisers. If you were nodding your head reading the list above, you're not alone. In last week's XY+ web event, Hayley took us through the top four mistakes advisers should be avoiding when looking to set up a successful outsourced paraplanning relationship.

How to get more done in less time

There's a few ways to crack the efficiency code in advice. You can hone in on the right tech stack and bring automation in where appropriate. You can also drive efficiency in the way you and your team operate by improving your cognitive energy and performance.

How to Decide on the Best Platform for You and Your Client

Operational efficiency and seamless design are key to exceptional client experience. We need to reflect on our use of platforms, from both a client and business perspective. How can we make well-informed decisions for our clients and decide if they should change platforms?

The Client Conversion Masterclass

I believe there's a real problem happening right now in our industry. There's a large number of really smart, talented, savvy advisers who are amazing at what they do, but they just cannot convert prospects into clients. The art of 'selling' as an adviser is truly about having powerful conversations with people, which leads to a conversion and ends with a transformation for that client.

What we are up to

In a recent XY+ web event, we spent time with the awesome Lisa Greensill. With 15 years of marketing experience in Financial Services, her superpower is guiding financial advisers with marketing makeovers.

How James Wortley delivers compliant video SOAs

James Wortley hasn't produced a paper-based SOA in the last 2.5 years. Instead, he presents 100% of his SOA's to clients using video. James has built a fully fee-for-service practice and says he and his team build holistic relationships with their clients, but they don't deliver holistic advice.

Smart tech to help you improve your personal productivity and business efficiency

In a recent XY+ web event, we spent time with Charles Blake (aka ‘The Smart Tech Guy’) and Timothy Reid (aka ‘The Automations Guy’) who ran us through their smart tech frameworks, automation strategies and tools they’ve used to dramatically increase their own personal productivity and business efficiency.

A purpose-based advice approach

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.

What we are up to

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.