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Podcasts
The IFA Show
Behind the headlines in financial advice
The crucial role of client portals
The IFA Show | The crucial role of client portals
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Digital advice will enhance the client-adviser relationship
The IFA Show | Digital advice will enhance the client-adviser relationship
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Unlocking efficiency and engagement
The IFA Show | Unlocking efficiency and engagement
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Having the goals discussion with your clients
The IFA Show | Having the goals discussion with your clients
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XY Advisor
Friday Advicetech Series
AdviceTech Podcast #1 – AstuteWheel
XY Advisor | AdviceTech Podcast #1 – AstuteWheel
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XY Advisor - 6 part series
Client Values & Goals
Branding & Marketing
XY Advisor - 6 part series | Branding & Marketing
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Pre-Meeting
XY Advisor - 6 part series | Pre-Meeting
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Discovery Meeting
XY Advisor - 6 part series | Discovery Meeting
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Setting Goals & Values
XY Advisor - 6 part series | Setting Goals & Values
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Modifying & Tracking Goals
XY Advisor - 6 part series | Modifying & Tracking Goals
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Progress/ Review Meetings
XY Advisor - 6 part series | Progress/ Review Meetings
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To find out more please contact us or book a live demonstration webinar
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0455 02 77 22
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