Melbourne – Topic: Retention

David Haintz , Adam Morse and Shane Light
David Haintz , Adam Morse and Shane Light

Melbourne – Topic: Retention

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 Retention – positioning and delivering valuable ongoing service. The industry is going through a transformational shift and with the many different business models which now exist, how are you making sure you’re delivering something that truly resonates with your ideal clients and allows you to grow your business sustainably for the long-term.

A big thank you to our Melbourne panel for sharing the strategies which have worked in their businesses and for being brutally honest on where they believe advice has come from and where it’s headed.

David Haintz – Founder at Global Adviser Alpha
David’s XY Profile
David’s LinkedIn
David’s book ‘The Life-First Advisor’ 

Adam Morse – MD of Private Wealth at The BlueRock
Adam’s LinkedIn

Shane Light – Head of Advice at The Hopkins Group
Shane’s XY Profile
Shane’s LinkedIn

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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Milford’s website

Xeppo’s website