Episode 115, Season 2
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
To reach out to Clayton Daniel, please contact him via LinkedIn or Email.
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.
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