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The Business Freedom Finder Session

Steve is a Financial Planner Business Growth Coach at Blackwing Profit Consulting

The Business Freedom Finder Session

Category :

Marketing

May 13, 2021

12:00 pm

Steve is a Financial Planner Business Growth Coach at Blackwing Profit Consulting

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Steve Salvia
Financial Planner Business Growth Coach

The Business Freedom Finder Session

This session centred around five key principles an adviser can begin implementing now to start engineering more freedom in their business.

But what does ‘freedom’ mean? It can be whatever you want it to be – the freedom to actually take and switch off on a holiday. The freedom to get out of the boring and mundane compliance tasks and focus more energy on creating educational content and building deeper connections with clients.

Here’s the worksheet from this session HERE

And here’s the nutshell version of the five principles Steve discussed:

#1 Play it your way – “He or she who makes the rules wins the game”. This is YOUR business, own your calendar. Set the rules in how you want to operate, when you book in meetings and when you schedule time for focus work.

#2 Theme your days – Splitting your time into focus days, buffer days and free days. Think about a professional athlete. They have competition days (focus), training days (buffer days) and recovery days (free days).

#3 Project- then protect – Pre-schedule time off in your calendar. It might be a long weekend three months from now or one day off a month. Once you’ve scheduled that in, be ruthless in keeping it there. It also becomes something to look forward to.

#4 – Freedom first – When you’ve got the first three principles humming, you’re able to take back control of your schedule and how you plan your weeks.

#5 – Dump the trash – find the magic – Hand off the ‘hand’ tasks that aren’t client-facing, revenue-generating tasks. Find a VA to do your file notes, filing, calls to Centrelink or superannuation companies.

 

Connect with Steve in the XY platform HERE

Check out Steve’s Linkedin 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

How XY Advisers are using platforms in their businesses

Rob Warry is the Director & Financial Planner at Goal Financial Services & Nathan Fradley is the Director and Principal Financial Planner of Lime Financial Planning

How XY Advisers are using platforms in their businesses

Rob Warry is the Director & Financial Planner at Goal Financial Services & Nathan Fradley is the Director and Principal Financial Planner of Lime Financial Planning

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Rob Warry and Nathan Fradley
Financial Planners

How XY Advisers are using platforms in their businesses

Rob Warry (Director & Financial Adviser at Goal Financial Services) and Nathan Fradley (Director & Financial Adviser at Lime Financial Planning) joined the inner circle to share their experiences using investment platforms.

This session really sprung from this post (check it out HERE), Peter Tribolet shared on the XY platform recently asking which platforms advisers are using and why?

Rob and Nathan went (quite) deep on the following topics:

  1. Why there’s no silver bullet with platforms because every client situation is different
  2. The importance of transparency
  3. When they use SMA’s
  4. How they leverage technology with platforms to streamline the investment process, which requires less work from them, meaning they can reduce their fees to the client
  5. Using platforms to generate digital ROA’s and manage FDS ongoing service obligations

The platforms Rob and Nathan use and discussed are:

  • Praemium
  • Netwealth
  • Asgard
  • Vanguard

Resources/Downloads:

Connect with Rob Warry in the XY Platform HERE

Check out Rob Warry’s LinkedIn Profile HERE

Connect with Nathan Fradley in the XY Platform HERE

Check out Nathan Fradley’s LinkedIn Profile HERE

Platform comparison (shared by Nathan) – 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

How to master your cognitive energy to get more done in less time.

Vanessa Bennett, CEO and Co-Founder at Next Evolution Performance

How to master your cognitive energy to get more done in less time.

Vanessa Bennett, CEO and Co-Founder at Next Evolution Performance

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Vanessa Bennett
CEO and Co-Founder at Next Evolution Performance

How to master your cognitive energy to get more done in less time.

Vanessa Bennett

took us through the strategies advisers can use to harness their neuroplasticity and become a high-performer. We covered three distinct areas in this session:

Improving your cognitive energy to get more done in less time – making sure you are doing the right tasks at the right time and using the optimal amount of cognitive energy throughout the day requires a mindset shift in how you operate:

  1. Be really clear on your goals

  2. Audit your current beliefs – what negative beliefs are stopping you from achieving your goals?

  3. Replace negative beliefs with helpful thoughts – and the best way to do this is to find evidence to support these helpful thoughts

We covered how leaders can build structure in their businesses to improve the collective cognitive energy of their teams to get way more done in less time, and we also explored the nuances of leading a virtual team to maintain high levels of performance across the board (whiteboard notes below).

You can connect with Vanessa on XY HERE

Vanessa’s LinkedIn HERE

Next Evolution Energy website HERE

Next Evolution Performance 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

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

Hayley Knight, Director at Contract Paraplanning Services

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

Hayley Knight, Director at Contract Paraplanning Services

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Hayley Knight
Director at Contract Paraplanning Services

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

Hayley Knight took us through the four mistakes she sees financial advisers making when trying to establish a great outsourced paraplanning relationship. These mistakes are:

  1. Being unclear about what you actually need
  2. Selecting the wrong outsourcing model
  3. Not putting your paraplanner through the right filtering process
  4. Not setting your paraplanner up for success

Hayley provided us with strategies to counteract the above mistakes, and shared some great (and free) resources you can use to narrow down the type of paraplanning model that will fit your style and your business best:

Slides from Hayley’s presentation – download HERE

Hayley’s ’10 Questions’ and ‘Decision Tree’ resources HERE

Hayley’s website HERE

Connect with Hayley on XY 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

A value proposition for young millennial clients

Chris Carlin (Master Your Money Now) & John Cachia (AFA Group Wealth)

A value proposition for young millennial clients

Category :

Marketing

April 15, 2021

12:00 pm

Chris Carlin (Master Your Money Now) & John Cachia (AFA Group Wealth)

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Chris Carlin & John Cachia
A value proposition for young millennial clients

A value proposition for young millennial clients

A big thank you and virtual high five to Chris Carlin and John Cachia. Two XY Advisers (and total legends) joined us live in yesterday’s XY+ web event to take us through how they are engaging and delivering advice to younger millennial clients. This session really ignited off the back of a super popular discussion on the platform talking about exactly this – engaging millennial clients.

Chris and John were super open and willing to share. They ran us through their value proposition, how they actually bring on younger clients into their business and what those meetings look like?

We ran through their business model, the types of fees that they are charging, how much they’re charging, how they’re positioning those fees with clients and how they’re articulating the value of their advice. We went through their business process, to really understand how they can deliver that advice while continuing to build a sustainable practice.

We also touched on fee sensitivity and how both Chris and John approach this when clients or prospects are turned off by the cost of advice. A great discussion and a healthy dose of peer-to-peer learning.

John’s XY Profile
Chris’ XY Profile
Chris’ website – Master Your Money Now

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

Fraser Jack – Locking your digital filing cabinet: What you need to know about your virtual security

Fraser Jack, National Marketing Executive Financial Services at Cyber Indemnity Solutions

Fraser Jack – Locking your digital filing cabinet: What you need to know about your virtual security

Fraser Jack, National Marketing Executive Financial Services at Cyber Indemnity Solutions

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Fraser Jack
National Marketing Executive Financial Services at Cyber Indemnity Solutions

Fraser Jack – Locking your digital filing cabinet: What you need to know about your virtual security

Thank you Fraser Jack for freaking us out (in the nicest possible way) in this session. Fraser gave us the hard, but fair reality around cybersecurity and highlighted the key things an adviser needs to be implementing to make sure they are efficiently locking their digital cabinet and protecting their client’s data.

The first step is doing an audit and a sweep of your current cybersecurity and where you’re at now, and identifying any gaps and areas for improvement. From there, you need to put the correct systems in place to make sure that your cybersecurity is up to scratch and your staff are adequately trained.

There were two nuggets of cyber gold that really stuck with me from this session. The first is that your cybersecurity is not a set and forget strategy. Once you’ve identified the gaps and laid the correct ground work and foundations, this really needs to become a part of your team’s BAU. You need to consistently report on your policies and procedures.

You need to prove that you are regularly training your staff. You need to protect your endpoints and devices, and you need to have adequate insurance in place. The other takeaway that is burnt into my brain is that the only medicine for a security breach or for your cybersecurity is prevention. Once you’ve had an attack or a breach it’s too late, you need to report it to ASIC.

It ruins your brand reputation. It severs trust with your clients and it affects your business valuation. Now I know it is definitely not the most exciting topic, I’ll give it that. But it is extremely important. 

Here are the slides from this session – download HERE

To connect with Fraser, send him a message on XY HERE

Fraser’s LinkedIn Profile HERE

Cyber Indemnity Solutions 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

How to get your business on page 1 of a Google search

Brett Evans, Managing Director at Atlas Wealth Management

How to get your business on page 1 of a Google search

Brett Evans, Managing Director at Atlas Wealth Management

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Brett Evans
Managing Director at Atlas Wealth Management

How to get your business on page 1 of a Google search

A massive thank you and virtual high five to Brett Evans who joined us for today’s XY+ web event. Today, we went through exactly what an advisor needs to do to get their business ranking on page one of a Google search. Brett covered the factors that Google considers in search ranking. He went through the E-A-T and YMYL principles, and most importantly, we went through how an advisor can build know like, and trust with Google.

So Brett actually did some live demonstration evaluations on websites for advisors who tuned in live to today’s session. This was actually a real eye-opener and highlighted some small incremental changes or shifts that advisors can make, which will ultimately have a big impact. We covered a lot in this session.

Brett went quite deep, but it wasn’t too overwhelming. And so we closed out the session with Brett giving us his top three tips that an advisor can go and implement right now to start improving their searchability on Google. Those were one or step #1 Claim your Google My Business profile. Step #2 was run an audit on your digital infrastructure,

so you know where your foundations are and where your starting point is, and step #3 Content content content, content content. Get into a habit of creating high-quality content for your website. This session was unreal. If you are in the XY+ inner circle, please do yourself a favour, go and watch the replay.

It’ll be the best 90 minutes of your time that you invest this month, possibly this year.

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

|

09:00 am​

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Category:

56 members are in

The 5 Biggest Mistakes Financial Advisors Make on LinkedIn

Jillian Bullock, Certified LinkedIn Ninja Partner

The 5 Biggest Mistakes Financial Advisors Make on LinkedIn

Jillian Bullock, Certified LinkedIn Ninja Partner

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Jillian Bullock
Certified LinkedIn Ninja Partner

The 5 Biggest Mistakes Financial Advisors Make on LinkedIn

Thank you Jillian Bullock for a hands-on, interactive session. Jillian took us through the top five mistakes she sees financial advisers make on LinkedIn and gave us her tips and strategies to counteract these mistakes and level up our LinkedIn skills and know-how. Here are the mistakes Jillian took us through:

#5 Silent salesperson vs resume – Is your LinkedIn profile amplifying your resume with words like duties, responsibilities, demonstrated work ethic etc. (which would only be relevant if you were looking for work), or is it amplifying the best parts about what you do as an adviser?

#4 A picture is worth 1,000 words – What kind of images are you using on your profile? Is your profile photo a full body shot where people can’t really make out what you look like? Does your header image demonstrate the work you do and the outcome a potential client is likely to achieve?

#3 Does your content show that you are in demand? – Are you posting content highlighting the unique things about you and the work you’re doing? Advisers typically share generic market updates or the like. Jillian says this is content a consumer can find anywhere and encouraged us to share the stories and updates that are unique to our own businesses.

#2 Who is your needle in the haystack? – In other words, how many accountants do you have referring you new clients? You’ve probably got an untapped cohort of accountants as connections on LinkedIn you haven’t engaged within a while (or at all) who you can start building rapport with by searching for ‘accountants in the ‘people’ category’, then searching for ‘1st connections’ and your location.

#1 – Building rapport and having a virtual coffee – there’s never been a better time to reignite dormant relationships and build your referral network. Why not reach out to some of the accountants you just searched for and touch base with them.

**To help XY+ members get the most out of LinkedIn for lead generation and conversion, Jillian is running an exclusive 8-week masterclass on XY and offering XY+ members a super generous discount. Click HERE for full details and your discount code**

Jillian’s LinkedIn HERE

Jillian’s website HERE

Jillian’s XY 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

Making Work-Life work in your business

Carissa Fairbrother, Adviser and Director of RIVAL Wealth

Making Work-Life work in your business

Carissa Fairbrother, Adviser and Director of RIVAL Wealth

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Carissa Fairbrother
Adviser and Director of RIVAL Wealth

Making Work-Life work in your business

Thank you to our first international web event guest Carissa Fairbrother who joined us from New Zealand to explain how ‘flexibility’ in the workplace and work-life balance has become the number #1 growth strategy in her business RIVAL Wealth.

In this session, Carissa explained the three pillars which make up our business growth strategy:

Who they hire – 97% of the time they hire for entry-level position and are particularly looking for people with great values and character.

Where they hire – RIVAL Wealth typically hires outside of the Financial Services industry. This has allowed them to attract great talent and teach the technical FP side of things in a way that culturally aligns with out they operate their business.

Their team culture – Carissa says culture is everything in their business. She shares a bunch of stories which highlight how they value their team, and how they have created an inclusive and flexible environment where everyone in their team is empowered to drive the direction of the business.

Below are the ‘Rules’ RIVAL Wealth have on their office walls:

Link to PDF HERE

Carissa’s website HERE

Carissa’s XY 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

|

09:00 am​

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Category:

56 members are in

Organic growth vs growth via acquisition

Paul Benson - Financial adviser and host of the Financial Autonomy Podcast.

Organic growth vs growth via acquisition

Paul Benson - Financial adviser and host of the Financial Autonomy Podcast.

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Paul Benson
Financial adviser and host of the Financial Autonomy Podcast.

Organic growth vs growth via acquisition

Paul Benson shared his experience in growing his business having put substantial time and effort into growing organically as well as acquiring a book of clients a few years into his journey of being self-employed.

In this session, Paul discussed:

  •  The pro’s and con’s of organic growth versus growing by acquisition
  • Shared his experience in setting up a referral partnership (and why you need to have an agreed upon exit plan at the outset)
  • Identifying your strengths and weaknesses, and where you are at in your life to help determine whether growing organically or via acquisition (or a combo of both) is appropriate for you
  • If he had his time over why he would acquire sooner, even from Day 1
  • How he allocates 20% of his week to focusing on his Financial Autonomy Podcast
  • The unexpected referrals he started receiving from existing clients who were sharing his book with their friends and family

 

To check out a summary article from this web event, click HERE 

Links to check out Paul’s stuff and connect with him:

Paul’s website – https://www.guidancefs.com.au/
Paul’s podcast – https://financialautonomy.com.au/podcast/
Paul’s XY profile – https://www1.xyadviser.com/members/5320534

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

|

09:00 am​

|

Category:

56 members are in