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

David Dugan, Founder & Lead Business Coach of Abundance Global

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

David Dugan, Founder & Lead Business Coach of Abundance Global

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David Dugan
Founder & Lead Business Coach of Abundance Global

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

What a way to kick off this year’s web events! A big thank you to Dr. David Dugan and his team at Abundance Global for bringing the energy, the insights… and the intro music 💃💪.

This session really centred around the principles and strategies business owners should be looking to adopt if they want to:

-Move out of working ‘in’ the business to working ‘on’ the business

-Achieve more autonomy within their business and move their ‘Time’ to ‘Team’

-Build a robust business that can withstand any crisis and not let a crisis ‘go to waste’

David walked us through his BOJ (Business Owner Joy) model, what is means to play ‘offence’ rather than ‘defence’ in your business to win in 2021.

Downloads from the session:

Business Owner Joy Model (Fillable template) – https://drive.google.com/file/d/1vGwsQUHAp7mQ7etCNB9nNPQrL8Eb1Je1/view?_ga=2.105639811.122756780.1611449561-1435474810.1611034159&utm_from=&utm_lp=%2Fcourses%2F4133490&utm_time=1611607429 (Have this handy and fill it in while watching the replay)

How to check out Abundance Global and connect with Dr. David Dugan:

Abundance Global website – https://www.abundance.global/

Dr. David Dugan LinkedIn – https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/

✌️✌️

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 Right Shade of Green – Matching client expectations with ethical investment

Nathan Fradley, Adviser, Ask me about Sustainable & Responsible Investment

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

Nathan Fradley, Adviser, Ask me about Sustainable & Responsible Investment

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Nathan Fradley
Adviser, Ask me about Sustainable & Responsible Investment

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

A big thank you to Nathan Fradley for joining us for the final live web event for 2020. Plenty of virtual high fives came through the chat box today and with good reason – this session was jam-packed with practical, helpful and insightful nuggets of ethical investing gold.

In this session, Nathan and I explored the following:

→ What exactly IS ethical investing and the different types of approaches

→ How to have better conversations with clients and where Nathan has had success integrating this into his process

→ What to do when you want to use an ethical product that’s not on your APL (loved Nathan’s approach to this!)

→ Greenwashing – what is it and how you can spot it

→ The resources (most are free!) that are available for you to up skill in this area

→ Some data behind whether clients really have to give up returns for ethics (spoiler alert – the answer is no)

Here’s Nathan’s slides from the session:

XY Preso.pdf

And here’s a bunch of link and resources Nathan highlighted throughout the discussion:

https://www.marketforces.org.au/superfunds/

https://www.responsiblereturns.com.au/search

https://www.leafratings.org/all-funds.html

 

The Invest With Ethics Ethical Advice Accelerator Program

Also highly recommend joining the Invest With Ethics Group on XY hosted by ethical expert Alexandra Brown.

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

Lifting the lid on money coaching – which has nothing to do with cash flow

Amie Baker, Director, Financial Adviser, Certified Money Coach at Rekab Advice and Centsability

Lifting the lid on money coaching – which has nothing to do with cash flow

Amie Baker, Director, Financial Adviser, Certified Money Coach at Rekab Advice and Centsability

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Amie Baker
Director, Financial Adviser, Certified Money Coach at Rekab Advice and Centsability

Lifting the lid on money coaching – which has nothing to do with cash flow

A big thank you to XY Adviser Amie Baker for joining us live to lift the lid on money coaching and walk us through the process she takes her clients through, and how she weaves it into the financial advice process.

We managed to fit a tonne into 60 minutes. Here’s a few takeaways that stood out from this discussion:

💥 The money coaching process including the Money Quiz, the Money Bio, the eight archetypes and sparking self-awareness to shift destructive behaviours

💥 The language and tone clients use will uncover a lot about their current behaviours, mindset and relationship with their money

💥 The trigger that led Amie to becoming a certified money coach

💥 How Amie weaves money coaching into the financial planning process

💥 Where advisers can go and the resources they can find to start exploring money coaching and thinking about how they might incorporate it into their own process

💥 How Amie charges for her money coaching offering

Here is a list of books Amie has read and recommends if you are keen to explore the world of psychology and neuroscience relating to how we make decisions and the behaviours and mindset we adopt:

Here is the money quiz from Amie’s website you can check out – https://rekabadvice.com.au/take-money-type-quiz/

Amie’s website – https://rekabadvice.com.au/

You can reach out to Amie direct on XY HERE or email her at – Amie@rekabadvice.com.au

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

Strengthen your connection with clients approaching retirement

Natalie Yan - Chatonsky, CEO of Full Time Lives

Strengthen your connection with clients approaching retirement

Natalie Yan - Chatonsky, CEO of Full Time Lives

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Natalie Yan – Chatonsky
CEO of Full Time Lives

Strengthen your connection with clients approaching retirement

Thank you Natalie Yan-Chatonsky for jumping on as this week’s web event guest to unpack her formula to strengthen your connection with clients approaching retirement. We dived into Natalie’s interesting career history and what led her down the path to the work she’s now doing through Full Time Lives.

In this session, Natalie highlighted some of the findings and learnings she’s discovered having travelled to the ‘blue zones’ around the world, the key steps to finding your ‘Ikigai’ (your life’s purpose) at various stages in life, how she and her team have taken the learnings from the hundreds of interviews she’s conducted to build a framework that’s helping people transition into retirement in the best way possible, and with the right support channels.

You can connect with Natalie on XY HERE

Full Time Lives website – https://fulltimelives.com/

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 art of communication and showmanship

Vinh Giang, International Keynote speaker and Communication Skills Teacher

The art of communication and showmanship

Vinh Giang, International Keynote speaker and Communication Skills Teacher

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Vinh Giang
International Keynote speaker and Communication Skills Teacher

The art of communication and showmanship

Seriously, what’s up with my facial expressions in these thumbnails!? 🤣

I think Ben Neilson‘s comment also sums up this week’s web event:

A big thank you to Vinh Giang for jumping on as this week’s web event guest to share his knowledge, experiences and some cracking stories on the art of effective communication and showmanship.

What a session! And it was amazing to have Vinh share his experiences as a real-life case study having gone through the process as an advice client ( Craig Bigelow I know you’ve just joined the inner circle. You’re going to want to catch up on this replay and virtual high five in advance for the stellar testimonial Vinh gave us 🤜 🤛 )

Here’s a few dot points of what we covered in this session for easy reference:

🤙 Why, in the new world, it’s no longer just about what you say and how you say it, it’s about how you ‘present’ it in the virtual world.

🤙 The R&R Method (Record & Review) to heighten your self-awareness and fast-track improving your presentation skills.

🤙 The power of storytelling and why you should start keeping a library of stories.

🤙 Being so good they can’t ignore you

🤙 Tips for facilitating virtual meetings with clients

Vinh is running his last Virtual STAGE Masterclass for 2020 in early December. You can find out more about it here – https://www.stageworkshop.live/virtual-masterclass

Vinh is also giving the XY+ inner circle a 30% discount on ALL future virtual STAGE Masterclasses #winning. Here’s where you can access the discount and follow instructions to enroll in Vinh’s virtual masterclass.

It will probably be the best investment you make in yourself all year, as I speak from experience (as does Craig Bigelow!)

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

Exponential productivity through smart technology

Charles Blake, Managing Director of You Exponential

Exponential productivity through smart technology

Charles Blake, Managing Director of You Exponential

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Charles Blake
Managing Director of You Exponential

Exponential productivity through smart technology

First of all, thank you to EVERYONE who was incredibly patient and understanding while we experienced a #techfail right before kicking off today’s session on smart tech (oh, the irony!). Thankfully we got there in the end albeit kicking off 15 minutes late, and apologies to anyone who had to scoot off at 1pm. The replay is here for you to catch up on 🙏.

A big thank you to Charles Blake for  giving us his time today to dive into all things Smart Tech. We managed to get through quite a lot in this session, although I feel like we still really only scratched the surface into what is a huge topic – especially since there is no one size fits all approach to acquiring your tech stack.

I really liked how Charles simplified what can very easily become complex. Instead of me listing the nuggets of tech gold I took from this session (although I will say I am a big Pomodoro fan and keen to download the 5AM Club app and give it a red hot crack), let me share Charles’ slideshow with you instead. Yours to download and keep handy:

UEx_presentation_key_slides_12_Nov_2020.pptx

Keep an eye out in your inboxes early next week inner circle as I have a few exciting updates I am really keen to share with you (I alluded to one of them at the end of this session!).

The tech conversation does not have to end here. Highly encourage you join Charles’ Smart Technology Group on XY and if you have any burning questions for Charles, you can message him on XY HERE, or send him an email here – charles@youexponential.com.au

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

Let’s talk Goals-Based Advice!

Fraser Jack, Host of the XY Podcast

Let’s talk Goals-Based Advice!

Fraser Jack, Host of the XY Podcast

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Fraser Jack
Host of the XY Podcast

Let’s talk Goals-Based Advice!

A big thank you to Fraser Jack for giving us his time to shoot the breeze on what Goals-Based Advice really is, how to shift your unconscious biases into a GBA mindset, and how to implement this type of advice into your own process.

Let’s be honest, an hour was simply not enough as this is a HUGE topic, but we still managed to unpack plenty of gold nuggets which you can catch up on in this replay.

Here’s the nutshell on what we covered in this session:

What is Goals-Based Advice?

  1. It is not product-based advice, it is not a collection of FUM, it is not specialist advice
  2. It is a combo of Coaching, Planning and Advice

The Goals-Based Advice Process:

  • Setting expectations – Your communication/marketing plan
  • Extracting hard facts and soft facts from your client meetings
  • Values – What are your clients real motivators?
  • Diving into your clients past behaviours – asking, “where have you come from?”
  • Communication code – How do your clients like to be treated, how do they like to learn
  • Creating a bucket list – Your clients’ Hopes, dreams and aspirations
  • Prioritising your clients bucket list items – Try the $100 game
  • Goals – SMART Metrics – Milestones – Benchmarks – Visualisation (Not strategies)
  • The Action Plan (Financial Planning)
  • The Strategies (Financial Advice)
  • Tracking, forward focus and Mindfulness

While this session only scratched the surface on delivering true goals-based advice, if you are keen to dive deeper and learn how to shift your mindset, ask really powerful questions in your client meetings and understand how to measure and track your clients’ goals, reach out and say hello to Fraser HERE for more information ✌️

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

Digitising your client experience (Part 2)

Baz Gardner, Founder and Principal of The Social Adviser

Digitising your client experience (Part 2)

Baz Gardner, Founder and Principal of The Social Adviser

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Baz Gardner
Founder and Principal of The Social Adviser

Digitising your client experience (Part 2)

Another big thank you to Baz Gardner for his second appearance to close out this two part web event on ‘digitising your client experience’.

Thank you, that was great material! – Scott Hendy

Baz kicked off with a (thorough) re-cap of last week’s content. If you missed this session, here’s the link to check out the replay and summary.

These web events cover Baz’s eight step process is mapping out your client engagement process and looking for every opportunity to remove both your own and your prospects/clients’ cognitive dissonance.

A few key take aways I was able to quickly jot down during this session:

🤙 Your client engagement process will always be evolving. Baz’s rule of thumb is to re-evaluate your process and re-calibrate it every six months.

🤙 Make sure every step of your process emulates at least one personality brand trait of your business.

🤙 Remove your own cognitive dissonance and make sure all expectations you set for your prospects/clients are explicit, not implied.

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

Digitising your client experience (Part 1)

Baz Gardner, Founder and Principal of The Social Adviser

Digitising your client experience (Part 1)

Baz Gardner, Founder and Principal of The Social Adviser

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Baz Gardner
Founder and Principal of The Social Adviser

Digitising your client experience (Part 1)

Big thank you to Baz Gardner for jumping on today’s web event. This is Part 1 of a 2-week dive into digitising your client experience.

Baz managed to squeeze quite a bit into our (just over an) hour session. Here were a few nuggets I noted down as we went along:

🤙 Go through and document your ENTIRE client engagement process.. every. single. step. And do so on a cloud based server.

🤙 In mapping out this process, link out to any actions in any relevant steps ie. videos, documents etc.

🤙 Don’t get hung up on making the process perfect before you start executing… you’ll never execute. Progression over perfection!

🤙 Think about your key personality brand, both as individuals in your company, and as a team. Is the way you communicate with clients and prospects reflecting your personality brand. Is there a disconnect between your authentic self and how you present yourselves (and your business) to prospects/clients. If there is, this is creating cognitive dissonance.

🤙Set the expectations before the first meeting. Have you give them clear instructions on how to get to your office (record a virtual tour video), do they know how long the meeting will run and what they can expect? Remove their assumptions and fears by setting the expectation.

🤙 Bring their fears into the light. Baz explains this really well in the video.

Loved Tim Henry’s challenge to himself following this session – “which of our emails to clients could instead be short personalised videos?”

Next week, Baz Gardner is going to continue sharing his steps and framework for digitising your client experience. I’m with you Stuart Mangion, looking forward to it! See y’all live next Thursday 11am AEDST ✌️

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

Igniting your clients passions and dreams

Tim Henry, Financial Adviser & Owner at Aspire It's Your Life

Igniting your clients passions and dreams

Tim Henry, Financial Adviser & Owner at Aspire It's Your Life

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Tim Henry
Financial Adviser & Owner at Aspire It’s Your Life

Igniting your clients passions and dreams

A big thank you to Tim Henry for jumping on and shining a light backstage of Aspire – It’s Your Life to walk us through the unique collaborations and partnerships you’ve created that’s helping your clients thrive in the most important areas of their life – their health, their family, and their wealth.

There were so many nuggets of gold shared in this session, and I’ve added in a handful fo resources at the bottom you can download. To re-cap, here’s some of the stats Tim highlighted which played a part in setting him off on this journey:

In 2015, U.S Trust Insights on Wealth and Worth surveyed 640 HNW adults and found the top three most important elements to a well lived life were health, followed by family and financial security respectively.

These elements were non-negotiable, meaning, if something was going wrong in a person’s life in one of these areas, you had a crisis on your hands.

Here’s a few more eye-opening numbers from this survey:

– 98% of people said health was their absolute top priority, yet only 50% had made any plan for degenerative health issue.

– 75%  of people viewed money as a great enabler, while the same number said if they lost all their wealth, their purpose in life wouldn’t change.

– 83% said they struggled to balance competing priorities (ever heard someone say they don’t have enough time?)

Tim walked us through his Dream Catcher Program, Full Time Lives Program and other various projects and collaborations he’s undertaken with other local businesses like physios and chefs.

Thank you to the XY+ legends who also contributed with ideas and commentary on various collaborations they’ve organised outside of Financial Services. Here’s a quick summary:

– A travel agent (obviously on the back burner at the moment)

– A counsellor who focuses on assisting kids through their final years of high school.

– A chiropractor (who had mentioned in a workshop that financial stress is a big problem in well-being)

– A life coach, with their view from more of the spiritual realm to assist clients t remove blockers and grow.

And here’s a bunch of resources and download:

2015 U.S. Trust Insights on Wealth and Worth – https://www.privatebank.bankofamerica.com/publish/content/application/pdf/GWMOL/USTp_AR3FPDKC_2016-05.pdf

FPA Living the Dream Report – http://www.moneyandlife.com.au/wp-content/uploads/2017/08/FPA-Live-the-Dream-2017-Research-Report-FINAL.pdf

Tim’s The Grass is Greener Podcast (go give it a like and a subscribe!) – https://podcasts.apple.com/au/podcast/the-grass-is-greener/id1531281093

Aspire – It’s Your Life Website – https://aspireplanning.com.au/its-your-life/

Wellineux_169 ASPIRE FINANCIAL Dream Catcher Questions.pdf

Wellineux_171 Intentions 2019 A5 Booklet.pdf

Email.pdf

Gift Box.pdf

Tim is super generous with the value he shares, so don’t be shy in reaching out if you have any questions or want to brainstorm an idea.

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