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Dan Brown – How to convert more of your ideal clients, without second-guessing your own value and with no formal

Dan Brown

Dan Brown – How to convert more of your ideal clients, without second-guessing your own value and with no formal

Dan Brown

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Dan Brown

Dan Brown – How to convert more of your ideal clients, without second-guessing your own value and with no formal

Back by popular demand…

We’re excited to welcome award-winning adviser, business coach and 17 year industry vet Daniel Brown back to the XY+ virtual stage to show us what it takes to reliably convert new clients, consistently.

In this web event, Dan will be sharing and discussing the must-known solution to the number #1 challenge advisers are facing – sales.

During our live and interactive session Dan will be sharing the 3 -step sales conversion process you can use to:

  • Convert more existing clients onto fixed term service agreements (FTSA)
  • Finally raise your fees to profitable, sustainable levels
  • Secure the future of your business

This is the same sales conversion process used by one particular adviser to boost FTSA revenue by 150% of both new and ongoing clients.

Looking forward to this one – be sure to hit ‘Going’ and add this event to your calendars!

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

David Dugan – In 2021, your business has a greater risk of hitting the wall than ever before.

David Dugan

David Dugan – In 2021, your business has a greater risk of hitting the wall than ever before.

David Dugan

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David Dugan

David Dugan – In 2021, your business has a greater risk of hitting the wall than ever before.

As an ex-Navy commander, David Dugan understands casualties… In 2014, a helicopter he was supposed to be on crashed, killing nine close colleagues. David got lucky. Yet it continues to break his heart, thinking about those who were lost. Now, as unemployment rates soar, he wants to do everything possible to avoid a similar fate with your business.

Over the coming months, we are all entering an entrepreneurial war zone. Before you know it, it will be the end of March and you will still be spinning your wheels without a clear plan. David will be sharing his insights on exactly what you need to do now to win in 2021.

Dr David Dugan has spent over 20 years mentoring high-performance individuals. He served in the Navy as a Commander and was awarded the Humanitarian Overseas Medal for his work during the 2004 Tsunami. His innate desire to serve led him to be the founder of ‘Abundance Global’ which supports small and medium business and entrepreneurs from around the world. Abundance Global has been a two times Telstra Business Awards finalist and our clients have experienced over 200% net profit increase, 6 years running. David operates from the ‘Business Owner Joy’ model which inspires clients to not only achieve success in their business and personal lives but in turn, ensuring everyone is giving back as much as possible to their community.

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

Nathan Fradley – The Right Shade of Green – Matching client expectations with ethical investment

Adrian Patty, CTO at Advice Revolution and XY Adviser

Nathan Fradley – The Right Shade of Green – Matching client expectations with ethical investment

Adrian Patty, CTO at Advice Revolution and XY Adviser

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Nathan Fradley
Owner of Lime Financial Planning

Nathan Fradley – The Right Shade of Green – Matching client expectations with ethical investment

To round out our web event sessions for this year, it seems fitting to invite 2020 Brains Trust Award winner Nathan Fradley on to dive into an important and still not widely and fully grasped topic – ethical investing. A ~45 minute podcast with Clayton was definitely not enough to get Nathan’s thoughts and insights on how he is tackling ESG investing with his clients.

This session will include a discussion on (and will definitely not be limited to) how to bring up the topic of ESG investing and have better conversations with clients, the tools available now to help you match clients expectations with the product recommendations provided and how you can upskill in this area (and where to go).

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