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Ongoing service

How I built a one-to-many online course for consumers and my clients

Jennifer Richardson is the Director at 123 Financial Group

How I built a one-to-many online course for consumers and my clients

Ongoing service

Category :

Ongoing service

September 23, 2021

12:00 pm

Jennifer Richardson is the Director at 123 Financial Group

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Jennifer Richardson
Director at 123 Financial Group

How I built a one-to-many online course for consumers and my clients

Jennifer Richardson built her Got Money Honey online course to give women the tools and the knowledge to understand their money, take control of their financial future, and build the confidence to ask the right questions to their accountant, mortgage broker, financial advisers and beyond.

This session was about unpacking exactly how Jennifer took her online course from idea to implementation. Here’s the nutshell on what we covered:

  • What the catalyst was to deciding Jennifer wanted to create an online course

  • How she created the content

  • A look at each of the 12 modules in her course and how she delivers the content (a combination of written, video and downloadable, printable workbooks)

  • Where she hosts her course and the time and cost realised to make it happen

  • How she markets her course to the general public

  • The online community she has built goes hand in hand with the course and provides support and accountability for the women who enrol in the course

  • The biggest learning experience Jennifer realised in this journey (spoiler alert: it’s that she underestimated the time and resources it would take to bring the course to life, but when asked if it was worth it, her response was a resounding YES!).

Jennifer is offering a free 7-Day access pass to any advisers who would like to check out the content. This is particularly valuable for anyone looking for ideas for their own course/s or who might be interested in partnering with Jennifer to offer this course to prospects who aren’t ready for comprehensive advice.

Jennifer does ask that you respect her Intellectual Property and use it for ideas, not to take and use it as your own material with clients and prospects.

Reach out to Jennifer direct if you’d like to check out her course – jennifer@123financialgroup.com.au

 

Connect with Jennifer in the XY Platform HERE

Check out Jennifer’s LinkedIn HERE

Check out the Got Money Honey website HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Technology

The FinTech that’s made my business more efficient, and improved my client experience

The FinTech that’s made my business more efficient, and improved my client experience

Technology

Category :

Technology

September 16, 2021

12:00 pm

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Marcus Nicholls
Director of Now Prosper

The FinTech that’s made my business more efficient, and improved my client experience

Marcus Nicholls is a solo adviser who has really embraced FinTech into his business. While this shift started out in response to being in lockdown, Marcus has since realised the benefits that come with hosting all client meetings virtually and reducing the need for paper-based…anything!

Here’s the nutshell on what we covered:

  • How much time Marcus has gotten back by working from home
  • How he implemented AstuteWheel and how he uses it with clients
  • How he uses ROAR Software as the “App Store” of sorts to feed data from AstuteWheel through ROAR and straight into Xplan
  • How he builds rapport with new clients in virtual meetings by sending a photo of his family before the meeting
  • How he keep a consistent channel of communication open to update his accountant referral partners on the clients he refers to Marcus
  • How he is educating his accountant referral partners on the ideal personas to look out where Marcus can add significant value to their lives

The chatbox was ALIVE with XY’ers sharing their favourite tech tools, and the ways they’ve broken the ice in new client meetings done virtually. You can grab the chat transcript HERE

Connect with Marcus in the XY Platform HERE

Check out Marcus Nicholls’ LinkedIn HERE

 

Here are some links to resources and tech tools we discussed:

  • Marcus’ client engagement flowchart HERE
  • Marcus’ referral presentation for the accountants HERE
  • The Tech Stack Scoreboard excel sheet HERE
  • Nathan Fradley’s Tech Stack Flowchart HERE

 

 

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Ongoing service

Building your advice offering around your clients passions and dreams

with Tim Henry, hosted by Peita Diamantidis

Building your advice offering around your clients passions and dreams

Ongoing service

Category :

Ongoing service

September 9, 2021

12:00 pm

with Tim Henry, hosted by Peita Diamantidis

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Tim Henry
Financial Advisor & Owner at Aspire Its Your Life

Building your advice offering around your clients passions and dreams

Tim Henry has transformed his advice offering into a strategic coaching offering helping his clients clarify their vision and then co-creating their strategic plan to live out this vision.

Tim had to get his licensee on board with his new approach. It wasn’t easy, but it’s been worth it to allow Tim to make sure every document he puts in front of clients is a communication opportunity, rather than an advice document.

There were SO many great learnings in this session. If developing more of a strategic coaching offering is on your radar, here are the three key action items Tim recommends:

  1. Get your own coach (and possibly someone outside of the Fin Services world) – to help you see things you might have missed and to help you gain a new perspective
  2. Delivering inspiration and fun for clients – think about the last story or experience you shared with a friend, was it a dull and bland experience? Probably not. Create a fun experience for clients. They’ll be more likely to share it with others because it makes them feel good.
  3. Bring your clients into the process and ‘co-create’ their plans with them. And look for partnership opportunities with providers in and outside Fin Services to add an extra layer of value to your client experience.

Connect with Tim Henry in the XY Platform HERE

Check out Tim’s LinkedIn profile HERE

Connect with the host, Peita Diamantidis in the XY Platform HERE

Check out Peita’s LinkedIn profile HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

What advisers want to know about Crypto and Blockchain

Joni Pirovich, Founder and Director of Blockchain & Digital Assets

What advisers want to know about Crypto and Blockchain

Category :

Marketing

September 2, 2021

12:00 pm

Joni Pirovich, Founder and Director of Blockchain & Digital Assets

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Joni Pirovich
Founder and Director of Blockchain & Digital Assets

What advisers want to know about Crypto and Blockchain

Joni Pirovich joined today’s web event to help us unpack the characteristics of digital assets and blockchain technology and highlighted the key risks and benefits of investing in cryptocurrency.

Joni believes in time, advisers will be able to provide value to clients with the use of digital assets by way of diversification, risk appetite and personal interests. For example, there is a whole host of innovation coming for decentralised health and medical solutions. Imagine a scenario where, instead of a client coming to you saying they want exposure to medical investments, health tech and blue-chip banks, you won’t just reference shares or traditional investment products, you will be able to have an understanding of the decentralised verticals for which there are digital assets associated with those projects that you will be able to speculate on and recommend to your client.

This was a fascinating conversation and highlighted the need for a 2.0 session to go deeper into advisers questions on all things digital assets and crypto.

 

Connect with Joni in the XY platform HERE

Check out Joni’s LinkedIn profile HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Getting comfortable positioning insurance workshop

Andrew Lane, Cathy Kayess, Anita Muecke

Getting comfortable positioning insurance workshop

Category :

Marketing

August 31, 2021

1:00 pm

Andrew Lane, Cathy Kayess, Anita Muecke

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Andrew Lane, Cathy Kayess, Anita Muecke

Getting comfortable positioning insurance workshop

Here are several strategies from insurance experts you can use to get comfortable talking about insurance with your clients. We certainly covered a lot of ground in this session, and really appreciate Anita Muecke, Cathay Kayess and Andrew Lane giving their time to share the stories, analogies, strategies and tips they have developed over the years to get comfortable having uncomfortable conversations about insurance with clients.

Here are a few snippets of what was discussed:

  • Some favourite analogies advisers use to explain the value of insurance
  • Making it ‘real’ for clients by getting them to visualise possible scenarios
  • Understanding clients past relationships with insurance and their life events
  • The soft skills required when facilitating their personal statement
  • The risk research tools advisers are using

Here are some links and resources discussed in the workshop:

Russell Collins’ Risk Insurance Communication Skills HERE

LifeRisk Online HERE

MoneySmart Claims Comparison Tool HERE

Andrew Lane’s video demonstration, how to complete an insurance Fact Find from a blank piece of paper HERE

 

Connect with Andrew Lane HERE

Check out Andrew’s Linkedin HERE

Check out Money and Wealth Management LinkedIn HERE

 

Connect with Cathy Kayess HERE

Check out Cathy’s Linkedin HERE

Check out Affinitas Accounting website HERE

 

Connect with Anita Muecke HERE

Check out Anita’s Linkedin HERE

Check out AVA Insurance Consulting Group website HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Marketing

The Rise of the Adviser Podcaster

Founder Oh My Pod and 5 ELK

The Rise of the Adviser Podcaster

Danielle Cornelissen

Marketing

Category :

Marketing

August 26, 2021

12:00 pm

Founder Oh My Pod and 5 ELK

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Danielle Cornelissen
Danielle Cornelissen
Founder of Oh My Pod and ‘Pod Goddess’

The Rise of the Adviser Podcaster

Here’s the five things you need to know to launch your podcast in the most effective way possible.

Firstly, you don’t want to make these mistakes:

#1 Not launching at all
#2 Spending too much time in the wrong areas
#3 Not knowing your listener
#4 Failing to promote it
#5 Wearing too many hats

So how do you get started?

🚀 Equipment (as the bare minimum) – Zoom, Headphones and a Microphone
🚀 Identify your ideal listener
🚀 Create your podcast brand
🚀 Understand the distribution process and select a hosting platform
🚀 Brainstorm and book in your first five guests
🚀 Create a binge-worthy podcast ie. release your first five episodes at once
🚀 Have an email and social launch strategy
🚀 Design & Delegate

This session dives much deeper into all the above.

 

**You can join Danielle’s 6-Week Podcast Launchpad and access a 20% discount for being an XY+ member**

RRP is $2,035, Discounted Price is $1,628

Oh My Pod 6-Week Launchpad information page HERE 

Discount Instructions:

  • Head to this link HERE
  • Click the ‘Join Us’ button
  • Enter your details and use XYPLUS20 in the coupon code
  • Hit ‘Complete this payment’

 

Connect with Danielle in the XY Platform HERE

Check out Danielle’s LinkedIn profile HERE

 

 

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Marketing

How to increase profitability by creating content your clients will love

Natasha Janssens is a Certified Money Coach and Founder of Women with Cents

How to increase profitability by creating content your clients will love

Marketing

Category :

Marketing

August 19, 2021

12:00 pm

Natasha Janssens is a Certified Money Coach and Founder of Women with Cents

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Natasha Janssens
Certified Money Coach and Founder of Women with Cents

How to increase profitability by creating content your clients will love

Thank you Natasha Janssens for hosting a super interactive session, full of nuggets of content creation gold where Tash shared her best tips to help advisers drop the financial adviser ‘speak’ and jargon when creating great content to enhance the client experience and build trust with prospective clients.

 Here’s the nutshell on what was covered:

  • A look at how advisers are typically engaging with clients today, and insights into what clients actually want to see.
  • Why improving client engagement can help profitability, and how to do it.
  • Bridging the gap between knowing what good content is and how to create it.
  • Mistakes to avoid when creating engaging content.

More about Natasha Janssens…

 An ex financial planner, Natasha Janssens is a market leader in content creation and client engagement. As a new advisor with no client base of her own, she launched her business Women with Cents in 2016. In less than 5 years she single-handedly grew Women with Cents into a leading and trusted brand in financial education. Not only has she won the Women in Finance Community Engagement Program of the year award for FOUR years running, she is also the bestselling author of Wonder Woman’s Guide to Money, a featured finance expert on Nova FMs Small Change podcast and a writer for numerous media outlets such as Finder, Women’s Agenda, News.com.au and Mamamia among others.

If you would like some support or have further questions for Tash, you can reach out at tash@womenwithcents.com.au.

Connect with Natasha in the XY platform HERE

Check out Natasha’s LinkedIn profile HERE

Check out the Women with Cents website HERE

Wonder Woman’s Guide to Money Book website HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Management

Attracting and retaining quality employees

Fabian Ruggieri, Director of RIVA Recruitment

Attracting and retaining quality employees

Management

Category :

Management

August 5, 2021

12:00 pm

Fabian Ruggieri, Director of RIVA Recruitment

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Attracting and retaining quality employees
Director of RIVA Recruitment

Attracting and retaining quality employees

Fabian Ruggieri is a Financial Services recruitment specialist. He joined the XY+ inner circle to share his top tips on attracting great talent, and retaining great team members.

Here’s what we covered:

Attracting talent:

  • Importance of company branding
  • Standing out from the crowd when advertising a position
  • Creating an engaging interview process
  • Being flexible to accommodate candidates needs and new expectations.

Retaining talent:

  • The importance of regular feedback
  • Creating a career path for employees
  • The importance of giving employees the right level of challenge relative to their skill level.

Check out Fabian’s presentation slides HERE

Connect with Fabian in the XY platform HERE

Check out Fabian’s LinkedIn profile HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Management

Are you building your business to be succession ready?

Richard Hernan, MD and Dean Gilkison, Director - Broadleaf Financial Group

Are you building your business to be succession ready?

Management

Category :

Management

July 29, 2021

12:00 pm

Richard Hernan, MD and Dean Gilkison, Director - Broadleaf Financial Group

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Richard Hernan and Dean Gilkison
Richard Hernan, MD and Dean Gilkison, Director – Broadleaf Financial Group

Are you building your business to be succession ready?

Thank you to Richard Hernan and Dean Gilkison for sharing their insights to help you build a succession ready business.

Here’s a nutshell of what we covered in this session:

  • Custom succession – simple steps Advisers can take to be prepared;
  • Succession of Roles / Decision rights;
  • Succession of Ownership and the Business;
  • Personality Driven or Systems Driven Business; and
  • Succession of Culture and Values that Define the Business.

Resources from Richard and Dean:

  • Business Resilience Assessment HERE
  • Mapping your succession path HERE

 

Connect with Richard in the XY Platform HERE
Check out Richard’s LinkedIn profile HERE

Check out Dean’s LinkedIn profile HERE

Visit the Broadleaf Financial Group website HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in

Risk & Compliance: updates and things you need to know

Hooria Goodarzi is a Financial Services Risk and Compliance Specialist

Risk & Compliance: updates and things you need to know

Category :

Marketing

July 1, 2021

12:00 pm

Hooria Goodarzi is a Financial Services Risk and Compliance Specialist

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Hooria Goodarzi
Financial Services Risk and Compliance Specialist

Risk & Compliance: updates and things you need to know

Hooria Goodarzi is a risk and compliance specialist who knows the Code of Ethics inside and out.

In this session, Hooria broke down each of the twelve CoE’s standards in a simple, easy to understand manner and used real-life scenarios to demonstrate how an adviser can navigate the Code of Ethics, the Corporations Act 2001, the Privacy Act, TASA and AML/CTF to ensure they are providing FASEA-compliant advice to clients.

A really good point Hooria raised is that you can be providing compliant advice, without it being ethical. You can also provide advice that is ethical, without it being compliant.

Hooria also covered the latest Royal Commission legislation for FDS, OSA and FSG changes going into effect from 1 July 2021.

The key changes are:

  • FSGs must include written disclosure that you are not “independent, impartial or unbiased”
  • FDSs must include forward-looking disclosure as well as the current backward-looking disclosure; and
  • All Ongoing Fee Arrangements must be renewed by the client each year.

Connect with Hooria in the XY Platform HERE

Check out Hooria’s LinkedIn HERE

Visit Hooria’s website HERE

This session is about shortcutting some of these mistakes and sharing a bunch of tried and tested learnings with you. If you're looking to get maximum engagement at scale and to be ready should regular 'informed consent' be required, tune in live and see how you can be better prepared.​

Published 12h ago

nov 29

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09:00 am​

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Category:

56 members are in