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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We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
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.