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A business model for millennial clients

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

How to build a productive and profitable relationship with an outsourced paraplanner

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

How to get more done in less time

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

How to Decide on the Best Platform for You and Your Client

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

Blog

A business model for millennial clients

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

How to build a productive and profitable relationship with an outsourced paraplanner

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

How to get more done in less time

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

How to Decide on the Best Platform for You and Your Client

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

The Client Conversion Masterclass

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

What we are up to

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

How James Wortley delivers compliant video SOAs

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

Smart tech to help you improve your personal productivity and business efficiency

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

A purpose-based advice approach

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.

What we are up to

18 months ago we launched XY+ with nothing more than an idea. We didn’t have a dedicated portal, we didn’t have a long term business plan – we didn’t even have an offering. All we had was an idea. An idea to dramatically impact the landscape of financial advice forever.