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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

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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

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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

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09:00 am​

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Category:

56 members are in

What do XY Advisers want to know about Ethical Investing?

Alexandra Brown - Ethical adviser consultant and host of the Invest With Ethics Group

What do XY Advisers want to know about Ethical Investing?

Alexandra Brown - Ethical adviser consultant and host of the Invest With Ethics Group

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Alexandra Brown
Ethical adviser consultant and host of the Invest With Ethics Group

What do XY Advisers want to know about Ethical Investing?

If you’ve ever been confused about how to properly define ‘ethical investing’. If you’ve ever wondered how to have ethical investment discussions with clients without scaring them off or making them feel like they’re being judged. If you’ve ever wanted to get to the bottom of what ESG is versus ethical investing, you’re in luck.

Alexandra Brown (Ethical adviser consultant and host of the Invest With Ethics Group) will be covering some of the top queries about ESG, client ethical preferences and responsible investing, all snapped from adviser discussions on the XY platform.

Alexandra‘s Ethical Advice Accelerator program kicks off 12th April, 2021. Click HERE for more details.

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

Introducing lending and property into the advice process

Chris Booth, Mortgage Broking Specialist Adviser at Lydian and Virtual Business Partners & Charles Blake, Managing Director at You Exponential

Introducing lending and property into the advice process

Category :

Marketing

February 25, 2021

09:00 AM

Chris Booth, Mortgage Broking Specialist Adviser at Lydian and Virtual Business Partners & Charles Blake, Managing Director at You Exponential

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Chris Booth & Charles Blake
Mortgage Broking Specialist Adviser at Lydian and Virtual Business Partners / Managing Director at You Exponential

Introducing lending and property into the advice process

Thank you to Chris Booth and Charles Blake for joining the inner circle live to share their knowledge and experiences in how advisers can weave lending and finance into their client conversations and enhance their client experience.

From where Charles and Chris are sitting (having had many conversations with the advisers they are working with), 2020 was the year advisers dug deep to service their current clients and guide them through the uncertainty that the pandemic presented. Now, as 2021 hits full steam ahead, they believe there is a prime opportunity for advisers to help their clients who are interested in purchasing property, and those who already have property, but haven’t thought to evaluate the health of their credit and interest rate.

Here’s a copy of their slides, which you can reference as you watch the replay:

Lydian XY Adviser webinar Feb 2021 v3.pptx

Here’s the ‘Older Borrowers – No Problem!’ article David Steer wrote in the Lending Services for Financial Advisors group, which Chris Booth references in this session.

To continue the conversation, you can keep up with all of the content and discussions inside the Lending Services for Financial Advisors Group – HERE.

Or reach out to the Lydian team below:

Charles Blake’s XY Profile – HERE

Chris Booth’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​

|

Category:

56 members are in

Considering a change of licensee’s or going self-licensed is serious business!

Monique le Roux & Graham Burnard, Elixir Consulting

Considering a change of licensee’s or going self-licensed is serious business!

Monique le Roux & Graham Burnard, Elixir Consulting

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Monique le Roux & Graham Burnard
Business Coaches

Considering a change of licensee’s or going self-licensed is serious business!

A big thank you to Monique Le Roux and Graham Burnard from the Elixir Consulting team, who joined us live to open up the pandora’s box of what you need to consider when switching licensees, or looking to go self-licensed.

Here are a few nuggets of licensee gold I took away from this chat:

– You need to have a clear framework and process when the time comes to do your research and start shortlisting possible licensee choices.

– Get ultra-clear on your ‘non-negotiables’. This can mean the things you absolutely want in a licensee, as well as the things you absolutely do not want in a licensee. Once you’ve decided on your non-negotiables, you can decide on the luxuries or the ‘nice-to-haves’.

– Do not be afraid to ask the hard questions and make sure you get underneath the ‘bonet’ of the licensees you are considering. Talk to the licensee reps, talk to advisers in your network to get their experiences, talk to BDMs and others who can provide some commentary and also share their experiences. It all helps!

Monique Le Roux mentioned she wrote a comprehensive article on this topic, here’s the link to check it out for yourself.

If you would like to continue the conversation, you can reach out to Monique and Graham any time via the Elixir Consulting website.

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

How to build a scalable and FASEA compliant insurance business

Craig Bigelow, Personal Insurance Specialist at True Pride

How to build a scalable and FASEA compliant insurance business

Craig Bigelow, Personal Insurance Specialist at True Pride

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Craig Bigelow
Personal Insurance Specialist at True Pride

How to build a scalable and FASEA compliant insurance business

A big thank you to Craig Bigelow for jumping on to walk us through how he has built a robust, streamlined, scalable and FASEA compliant insurance business. This was a healthy dose of peer-to-peer learning at its finest.

The flow of the session included the below:

01. Background – Craig explained the journey he has been on to get to where he is today in his business. 

02. Existing Clients/Retention – Craig discussed FASEA Standard 4, his review system to clean up his data and the tools he uses to do this.

03. Client acquisition – Craig compares the traditional approach to client acquisition he used to follow versus the modern approach he has since built in his business, how he’s structured his meetings (most of it) on autopilot, and the tools he uses to do this.

04. Delivery – Craig explains how he uses his replicable system to actually deliver his advice, and the tools he uses to do this.

Thanks to those who jumped in live, added to the banter in the chat box and threw out some questions – Dylan MartinConaill KeniryBenjamin CollinsSam Kernaghan 🤙

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

How to convert more of your ideal clients, without second-guessing your own value and with no formal sales training

Daniel Brown, CEO of Coastal Advice Group + MBS Agency

How to convert more of your ideal clients, without second-guessing your own value and with no formal sales training

Daniel Brown, CEO of Coastal Advice Group + MBS Agency

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Dan Brown
CEO of Coastal Advice Group + MBS Agency

How to convert more of your ideal clients, without second-guessing your own value and with no formal sales training

A big thank you to Daniel Brown for joining us again on the XY+ virtual stage to discuss the strategies and principles he has implemented in his own businesses to convert more prospects into paying clients.

Here’s some of the most prominent takeaways Dan shared:

🚀 The biggest things Dan believes is holding advisers back from achieving rapid growth in their business in 2021.

🚀 Where most advisers lose the sale (hint: it has to do with ‘justifying’ their fees, instead of ‘articulating’ them)

🚀 The 90/10 conversion principle

🚀 The importance of aligning what your clients *actually* value, what you’re communicating and what you deliver

🚀 Communicating your value in a way that will resonate with your prospects right brain, not their left analytical brain

🚀 Dan’s take on where he thinks financial advice is headed

Books Dan referenced in this chat:

Building a story brand – Donald Miller

The Life-First Advisor – David Haintz

We also touched on the free ‘How to Build Your Own Client-Focused Conversion System’ 5-Day Challenge Daniel will be hosting, kicking off on 22nd February. Stay tuned for more details…

Dan’s Marketing, Branding & Sales Strategies Group on XY

You can follow Dan Brown HERE to stay on the pulse of Dan’s activity on XY.

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