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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
1 month

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.

Emily
2 months

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.

Emily
2 months

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.

Emily
2 months

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.

Clayton Daniel
5 months