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The benefits of joining an extensive adviser-only network
Driving the positive evolution of financial advice
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Introduction
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How to share and learn online
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Advantages of being an XY member
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An overview of the XY Adviser platform
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Questions
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Introduction
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What we do XY is an ecosystem of tech, podcasts and events to drive the positive evolution of financial advice.
#1 financial adviser social media platform in the world
#1 financial adviser podcast in Australia
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12 events per year across NSW, QLD, VIC, SA, WA, ACT
Who we are The board is made up of current and former principal financial advisers.
Andrew Rocks Chair
Ben Nash Non-Executive Director
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Clayton Daniel Managing Director
Why we exist
Take the conversations advisers have been having for many years over email, text message or social media, and centralising them so more advisers collectively learn from these interactions.
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The XY solution
A dedicated online community where advisers can interact with highly valuable and professionally relevant content.
Market Position
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Market Position
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Market Position
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How to share and learn online
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General guidelines
Selling isn’t the focus
Complaining isn’t the focus
Leading from the front
One of the most useful aspects of professionals sharing with one another, is there is nothing to sell. Or in other words, there’s no hidden agenda with any advice advisers give to one another
There will always be parts in the advice profession that need improving, however XY facilitates an environment to focus proactively on potential solutions to problems rather than complaining.
While we ensure all members who apply to join XY have a reason to be on the platform, all interactions are ultimately considered public, and being conscious of that is important.
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Advantages of being an XY member
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Stay on the cutting edge of advice 3,000+ advisers on the platform are collectively creating the future of advice as it rapidly changes.
What clients and regulators expect from an adviser is rapidly increasing. Commercial in confidence Š XY Adviser 2020
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An overview of the XY Adviser platform
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Home screen
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Other main areas
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Topics
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Groups
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Courses
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XY+
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Clayton Daniel Managing Director clayton@xyadviser.com +61 435 925 556
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