The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other Advisers are up to in their business. If you:
-Have recently gone out on your own as a Financial Advisor
-Are contemplating taking the leap of faith into self-employed life
-Want to hear what other Advisers are doing in their business and career…
…you’ll love this conversation with Grant Millar from Inspired Financial Planners. Grant joined the XY Community around the time he decided to set up his own advice business.
He leans on the XY Community for support when he has a question and continually provides a tonne of value to others.
2:05 – How you started your business from scratch
5:00 –The power of the XY Adviser Community
11:25 – Overcoming the ‘sales’ stigma as an Advisor
16:20 – Giving clients a new-found confidence with a cash flow offering
25:40 – What would you do different if you started again?
30:45 – How you found your niche
43:00 – XY Adviser advocating for tax deductible advice
Inspired Financial Planners – https://www.inspiredfinancialplanners.com.au/
Grant Millar LinkedIn – https://www.linkedin.com/in/grant-millar/
The XY FB Group – https://www.facebook.com/groups/XYAdviser
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Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It’s the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.