June 25, 2019

Plan, Produce, Profit Series #3 James Millard

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Plan, Produce, Profit

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James Millard

XY ADVISER

Podcast

On today’s episode, we’re continuing the conversation on how to nail the planning phase of an awesome advice business. We’ve brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following:

-What do you charge for your initial meeting?

-What does your ideal client look like?

-How you transitioned from the corporate world into being a self-employed adviser

-How did you approach the planning phase of your business?

-plus plenty more…

Episode Resources:

James Millard LinkedIn – https://www.linkedin.com/in/jamesmillard1/ Sufficient Fundz Blog – http://www.sufficientfundz.com/

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.

Listen to the podcast on the links below or on your favourite platform

General disclaimer for this podcast and all XY Education podcasts
https://www.xyadviser.com/disclaimer/

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.