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Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher
In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?
Interviews by Ray Jaramis and Phil Thompson
Did you know you can offer financial advice for $30? NOD has facilitated over 2000 consumers questions to advisers with an average turn around time of 24 hours.
Nod's mission is to create a platform where everyone on the planet can get on-demand access to help with financial decisions and questions about money from a network of trusted financial experts. NODs target market are young people – generally those under 35 – who do not currently have a financial adviser but are making big money decisions around things like buying a car or house, getting married, starting a family, or launching a business.
Getting advice about money is as simple as: 1) Ask a question. 2) Pick an adviser. 3) Get a great answer.
Founder Joel Robbie is interviewed this week to talk all things start up about how the platform came into being.
Join us again next week. XY Live Episode 41 - Lessons learned from starting a financial blog and tips for setting one up on XY Adviser Facebook Live!
Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher
In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?
Interviews by Ben Nash and Adrian Patty This week we have Steve Nielsen talking 'How to drive efficiencies in your advice'. Steve will be sharing his tips and the process he used to scale his business and streamline his advice processes.
Interviews by Ben Nash and Adrian Patty
This week we have Steve Nielsen talking 'How to drive efficiencies in your advice'. Steve will be sharing his tips and the process he used to scale his business and streamline his advice processes.
Interviews by Phil Thompson and Ray Jaramis
In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.
Interviews by Phil Thompson and Ray Jaramis
In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.
Interviews by Ben Nash and Clayton Daniel
In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.
Interviews by Ben Nash and Clayton Daniel
In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.
XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.
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