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On this episode of XY Live, we will be discussing with Chris how to balance out all the competing priorities in your business, from business development to service innovation and getting the right people around you. As the current CEO of MyProsperity and ex CEO of Xero Chris will share the mistakes he’s made and many of the things he’s learnt at the business start up stage which are useful to financial advice practices.
Note: there was some great value shared in this session, however, audio issues were experienced at times. Please use the fast forward function to skip through when low audio quality is experienced.
Interviews by Adrian Patty
Michael Back, a specialist consultant to Financial Advice businesses, will be joining us to unpack how people can achieve more fulfillment in the workplace. We'll be running through how employees can find more passion in what they do and also what businesses can do to help them achieve this. Michael will share his personal story as well as the insights he's gleaned from working with some of the best advice businesses in Australia.
Interviews by Adrian Patty
Michael Back, a specialist consultant to Financial Advice businesses, will be joining us to unpack how people can achieve more fulfillment in the workplace. We’ll be running through how employees can find more passion in what they do and also what businesses can do to help them achieve this. Michael will share his personal story as well as the insights he’s gleaned from working with some of the best advice businesses in Australia.
Interviews by Ray Jaramis
So you're in your business and wondering how you can get better relationships with your clients and keep them around for longer whilst leveraging referral opportunities at the same time. Social proof in the digital age is huge and potential clients are googling more than ever to learn about the people they're considering doing work with.
Join us with Ray McHale to discuss all things building a digital presence and what this means for your business now and into the future.
Interviews by Ray Jaramis
So you’re in your business and wondering how you can get better relationships with your clients and keep them around for longer whilst leveraging referral opportunities at the same time.
Social proof in the digital age is huge and potential clients are googling more than ever to learn about the people they’re considering doing work with.
Join us with Ray McHale to discuss all things building a digital presence and what this means for your business now and into the future.
Interviews by Clayton Daniel.
Join us on this exciting episode with Steve Crawford, Financial Coach & Adviser at Experience Wealth to discuss Cash Flow and a lot more. Watch it here.
On this special episode of XY Live, we had Simon O'Dell, Co-founder of Manner & Director of Eagle Insurance Brokers to talk about general insurance in your advice offering.
On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.
On this special episode of XY Live, we had Simon O'Dell, Co-founder of Manner & Director of Eagle Insurance Brokers to talk about general insurance in your advice offering.
On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.
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