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XY+ Workshop: Adviser co-ops and behind the scenes collaboration that isn’t client-facing – Facilitated by Steven Kerbel

XY+ Workshop: Adviser co-ops and behind the scenes collaboration that isn’t client-facing – Facilitated by Steven Kerbel

Steven Kerbel
Financial Adviser and Managing Director at South City Brokers
Steven Kerbel
Financial Adviser and Managing Director at South City Brokers

XY+ Workshop: Adviser co-ops and behind the scenes collaboration that isn’t client-facing – Facilitated by Steven Kerbel

Steven Kerbel facilitated this XY+ workshop to discuss financial advice business processes and the potential solution of ‘co-ops’ of individual licensees. The result was an awesome discussion centred around collaboration amongst AFSLs. The key idea was how can those who have their own AFSL find ways to collaborate with each other; bounce ideas around, critique each other’s processes in a healthy dialogue, and (potentially) share resources.

Steven said at the end of the day, 80% of the work (think compliance for example) we do as advice business owners is relatively the same, we just add our own flavour and style to how we interact with our clients and deliver our advice.

The call-to-action off the back of this discussion was for the XY team to organise an XY+ workshop for those with their own AFSL (and those who are curious about becoming self-licensed) to discuss important themes and topics and build a support network amongst AFSL holders. If this initial discussion goes well, then we can make this a recurring monthly catch up to connect, brainstorm, and collaborate.

24/03/2022 ago

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Category:

Management

Steven Kerbel facilitated this XY+ workshop to discuss financial advice business processes and the potential solution of ‘co-ops’ of individual licensees. The result was an awesome discussion centred around collaboration amongst AFSLs. The key idea was how can those who have their own AFSL find ways to collaborate with each other; bounce ideas around, critique each other’s processes in a healthy dialogue, and (potentially) share resources.

Steven said at the end of the day, 80% of the work (think compliance for example) we do as advice business owners is relatively the same, we just add our own flavour and style to how we interact with our clients and deliver our advice.

The call-to-action off the back of this discussion was for the XY team to organise an XY+ workshop for those with their own AFSL (and those who are curious about becoming self-licensed) to discuss important themes and topics and build a support network amongst AFSL holders. If this initial discussion goes well, then we can make this a recurring monthly catch up to connect, brainstorm, and collaborate.