Micro-niching as a Financial Advisor; what is it and will it change Financial Services as we know it?
Finn Kelly of Wealth Enhancers and Clayton Daniel of XY Adviser discuss the power of behavioural coaching and why Finn strongly believes ‘lifestyle planning’ is no longer just optional, but should should be an essential part of an Advisor’s value proposition.
Wealth Enhancers are hosting their (possibly last) Coaching Academy in a few weeks (6-8 May in Sydney). There’s still time to register and learn how to become a great coach for the biggest demographic of people in the world:
5:00 – Behavioural coaching and being a lifestyle planner
7:00 – Micro-niching
11:30 – What kind of tech are you using now compared to 5 years ago?
16:45 – It’s less about being an Advisor, and more about being a brand
29:00 – How did you upskill in behavioural finance?
30:30 – The WECA academy; what is it, how to get tickets.
Finn Kelly LinkedIn – https://www.linkedin.com/in/finnkelly1/
Wealth Enhancers – https://wealthenhancers.com/
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 – they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.