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Plan, Produce, Profit Series #1 – Glen Hare & Jess Brady
The team at XY have spent a lot of time thinking about what makes a great financial advice …
Plan, Produce, Profit Series #3 James Millard
On today’s episode, we’re continuing the conversation on how to nail the planning phase of an awesome advice …
#134 Amanda Cassar
It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial …
#133 Grant Millar
The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other …
#135 Cara Brett
What if we told you Cara Brett, the Director and Adviser of Bounce Financial, attracted 30 new social …
#136 Tara Lucke
Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you …
#132 Vanessa Stoykov
A question we’ve been asking often is how do we make Financial Advice irresistible? We know the value …
#131 Nick Lennox
Modern Advisers don’t use videos to sell their services, they use videos to highlight the feeling and emotion …
#130 Lea Schodel
Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this …
#129 Rohit Bhargava
In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear …