The Art of Estate Planning.
5 CPD
$1200
Become a modern adviser
Learn from the best in the business
Learn from the best in the business
CPD points accredited
Effective way to earn CPD points
Effective way to earn CPD points
On your schedule
Knowledge available at your pace
Knowledge available at your pace
Adviser feedback.
The XY Adviser community has been instrumental in helping me build our business. The amount of knowledge shared and collaboration offered truly blew me away. This is the go-to group I turn to when I have questions and need answers. The fact that we are, in effect, ‘competitors’ sharing and offering learnings shows that not only are we not competitors, but instead are coaches and mentors to each other, helping us all build businesses that delight our clients and give us purpose to spring out of bed each morning.
I joined XY Adviser because I wanted to hear from other successful advisers about what they were doing to advise & service their clients whilst also building a strong business.
I didn’t feel that the conferences & seminars I attended were providing real insight, mainly due to the fact that most of those presentations were provided by product providers who don’t truly understand the role of the adviser and also because the presentations never went deep enough to truly walk away with real learnings. I can see that XY Adviser fills a gap that didn’t really exist before.
I affectionately refer to the XY Adviser Community as my Tribe and not a day goes by without me visiting the Tribe to contribute to them and to have them contribute to me. The XY Community is a unique place where Financial Advisers can learn, collaborate, contribute, and above all keep each other motivated, courageous and in “best practice”.
The XY Adviser podcasts, webinars and live events are always entertaining and educational. This unique Tribe is my source of inspiration to innovate, implement technology and new ideas to be the best Financial Adviser for my clients and the best Business Owner I can be.