Gold Coast – Topic: Activation

Nat Daley, Felicity Cooper and Ross Marais
Nat Daley, Felicity Cooper and Ross Marais

Gold Coast – Topic: Activation

Pirate metrics are a way to group together parts of the advice process. These are:

Awareness, Acquisition, Activation, Revenue, Retention and Referrals – “AAARRR”. Make sure you say it like a pirate, AAARRR.

This ‘pirate metrics’ framework is very popular amongst growth centred companies. At XY, we’ve repurposed this framework for the advice process and believe it is the clearest way for advisers to view and improve their business performance.

In this session, we focused on Activation – making the first meeting successful. This is when a potential client is able to experience what you have to offer first hand.

There is no one size fits all approach to how you conduct this meeting. What’s important is you make this first meeting count, by giving new clients the ‘a-ha moment’ and getting their buy-in to the advice process.

Thank you to our Gold Coast panel who took us through their unique activation processes, their business models and how they’re giving new clients that ‘a-ha moment’..

Nat Daley – Managing Partner & Advice at Hardline Wealth
Nat’s XY Profile

Felicity Cooper – Founder of Cooper Wealth Management
Felicity’s XY Profile

Ross Marais – Co-Founder and Adviser at More Time Financial
Ross’ XY Profile


Thank you to our event partners for supporting this (covid safe) event tour and the community driving the positive evolution of financial advice:

2021 Advisable Australian Report

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