Goals-based advice podcast

In a rapidly changing financial planning landscape, the value of community is more apparent than ever before. Finding new and inventive ways to collaborate in order to grow your business could be what keeps you ahead of the curve. Thankfully, there is a community of 1,800+ Australian advisers doing just that.

In this episode, we speak to Clayton Daniel, managing director of XY Adviser to get an inside look into what launched their national community of advisers, the journey to get where they are today, and what’s involved in the platform reaching their ‘ultimate destination’. We get a sneak peek into how technical advancement will revolutionise the platform for advisers not only in Australia, but worldwide. 

This episode will inspire you to think outside the box when it comes to pushing forward the evolution of advice, using creative and collaborative efforts to better yourself and the community.  Clayton gives us a few golden nuggets of advice, encouraging advisers to be more open and vulnerable with each other. 

QUOTE: The facilitation of a mindset is super different on every platform

Resources:

To reach out to Clayton Daniel, please contact him via LinkedIn or Email.

What You'll Learn From This Episode:

• How to turn your idea into a business 
• How to use Facebook Groups to your advantage
• How to use small networking events for maximum impact
• How to find the perfect platform for your message
• How to moderate your online communities
• The importance of being open and honest with peers
• The power of asking intelligent questions
• Why you shouldn’t be afraid to dream big
• When is it the right time to seek outside investment for your idea
• How to know when to employ people to work in your community

About Our Guest:

Clayton Daniel is the managing director of XY Adviser with over 10 years of experience in the industry. Clayton spotted a gap in the industry during the time of FOFA, noting the need for better communication between advisers during the transitional period. From the early days of securing Brad Fox to speak at his not yet existent event, the XY Adviser community is now some 1,800 people strong, and has plans to expand to advisers all over the world.

For more conversations with the thinkers and movers in the world of financial advice, go to Goals-Based Advice Podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page. 

If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com.  

Thanks for tuning in!