The team at XY have spent a lot of time thinking about what makes a great financial advice offering and business. We distilled it down to the three key elements you need to get right to have any level of success. We call it the three P’s: Plan, Product, Profit.
For the next 15 episodes, Ben Nash of XY is taking over. He’s been spending time with a bunch of advisers who are happy to share their journey of building an awesome advice business.
We’re kicking things off with the one and only Fox & Hare Financial, a modern advice business and proposition built from scratch by Glen Hare and Jess Brady.
Take it away Ben…
Fox & Hare Website – https://foxandharewealth.com/ Fox & Hare Facebook Page – https://www.facebook.com/foxandharefinancialadvice/ Glen Hare LinkedIn – https://www.linkedin.com/in/glen-hareadviser/ Jess Brady LinkedIn – https://www.linkedin.com/in/jessica-brady-21165812/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and 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.