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Interviews by Clayton Daniel and Ben Nash
For this XY Live episode, we have Jade Eley from Hillross Adelaide. He will explain the outsourcing journey, the things he's learnt, how you can do it in your practice to get the best results.
Interviews by Ray Jaramis and Phil Thompson
For this XY Live episode, we have Sharon McClafferty discussing the truth bombs from a morning she had with Simon Sinek. As we all know he has a wildly popular TED talk and more recently a not to be missed clip regarding millennials in the workplace.
Interviews by Phil Thompson and Adrian Patty
Hardy is the owner of Digital Spot, a digital marketing agency that specializes in helping financial services firms deliver great content to current and prospective clients. Join us for this XY Live episode with Hardy Azeez, as he provides tips to how start delivering content and how to get the best levels of engagement.
Interviews by Ben Nash and Adrian Patty
For this episode of XY Live with have Erin Truscott, Adviser and Partner at GCA Financial in Brisbane. Before becoming an Adviser Erin was a Practice Development Manager for eight years and has only in the last 18 months transitioned into Advice.
Erin was the AFA Rising star award winner in 2015 and will be talking about her journey and the unique approach she has taken in her business to drive better client engagement.
Interviews by Naomi Christopher and Phil Thompson
This year's International Women's day theme was "Be Bold For Change" and AFA Inspire ran with this when they held their panel discussion last week at BT offices in Barangaroo. The group which fosters females in the advice industry brought a full room together to discuss gender equality in financial advice and financial services in general and came away with several things we as a community can do to encourage this. This week we had Deb Kent - the founder of Inspire coming on to chat to us about some of the discussion points as well as share what she thinks the financial advice sector can do to promote equality amongst both genders and increase the number of females both giving and receiving advice.
For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the community.
Interviews by Ben Nash and Phil Thompson
Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X & Y's understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned.
Interviews by Phil Thompson and Ray Jaramis
We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view as to why this is the case. It's about the value Advisers leave on the table. And no, he doesn't mean financial value.
Interviews by Adrian Patty and Phil Thompson
We have Advocate of Financial Advice Business Coach, Sue Viskovic joining us for XYLive to share with you these relevant tips on how to get your attention in the right areas to commence your 2017 Business Plan with these four ultimate things successful advice firms will be working on.
Interviews by Ray Jaramis and Phil Thompson
We have founder of Implemented Portfolios Santi Burridge joining us for XYLive to answer this question and chat about the simple mistakes to avoid and how you can truly create an advice proposition where everyone wins.
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