The Work From Home Tour

A six-part digital event series:

April 28th, 30th // May 5th, 7th, 12th, 14th

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Online client meetings, virtual hang outs with your team and working from home - welcome to the new world of delivering advice.

Whether remote work is your short term solution to the current environment, or your preferred new normal - we're going to help you navigate these immediate changes with a three step frame work showing you how to set your team up for success with...

The Work From Home Tour.

Never before have we had an opportunity like we do right now to experiment, adapt and transition our teams into partial or full remote work.

Besides the obvious benefit of worker flexibility, when done right remote work can cut crippling operating costs, attract great talent and allow for more meaningful communication and engagement between your team and your clients.

What you can expect.

Over three weeks, join us on this three step frame work we feel will provide you with the best tips and tricks to succeed during this strange lock down period. 

We've broken up this six part event series, not by geographic location, but by steps - with an all star cast of talent who will take you through their proven strategies and tactics to help you nail the most important areas of remote work in advice. All six sessions will be live-streamed on your favourite device.


Step 1 - COMMUNICATIONS

Here we will equip you with the framing required to help bring stability to your clients' lives, and how to keep things running as close to normal as possible with your internal team.

Presenters

Dr. Adam Fraser - 'Transitioning into the home more effectively'

Carl Richards (The Sketch Guy) - 'When you're the release valve for clients' uncertainty'

Step 2 - OPERATIONS

Here we will help you solve the problem of 'how do I make this happen?' Things can get messy quickly when you don't have the same people sitting two metres away, going through important points at important times.

Presenters

Michael Kitces - 'Tomorrow's potential'

Adrian Patty & Patrick Flynn - 'Today's best practices'

Step 3 - ACQUISITIONS

Last but not least, continuing to grow your client base during this difficult time will be something most advisers will need to do. If you haven't already moved to a digital acquisition method, learn from some of the best.

Presenters

Adele Martin & Daniel Brown - 'Attracting new clients in the digital world'

Emily Blanch & Andrew Rocks - 'Unique acquisition strategies''

Meet the Panel.

Michael Kitces is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, all dedicated to advancing knowledge in financial planning. Michael's 'why' is to continuously learn, and then share what he's learned as ideas that others can implement.

Michael is also a hugely popular speaker on financial planning and practice management topics, and can be seen presenting at 50-70 regional and national conferences for financial advisors every year.

Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning's "Deep Thinker," a "Legacy Builder," an "Influencer," a "Mover & Shaker," part of the “Power 20,” and a "Rising Star in Wealth Management" by industry publications.

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).

His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. 

His commissioned work is on display in businesses and educational institutions across the globe.

Dr. Adam Fraser is the Founder & Director of The Energy Factory and author of 'The Third Space' and most recently 'Strive - Embracing the gift of struggle'. Adam is a peak performance researcher helping elite athletes, sporting teams, special forces, business leaders and the like strive to achieve better performance in everything they do. Adam's unique approach focuses on how people can go beyond their potential without the collateral damage that normally comes with elite performance.

In his latest book, Adam explains how you can harness the power of the Third Space to mentally 'show up' in the right way for whatever comes next - and consistently be your best for your work, your family, your friends and yourself. 

When he's not helping other perform at their best, Adam is a heavy metal loving, car racing, daughter raising, gym junkie, geek researcher who's greatest moment in life up till now, was being front row at an Iron Maiden concert.

Adrian Patty is the Co-Founder of XY Adviser and Director of Innovation at Advice Revolution. He's spent his entire professional life in Financial Services in various roles in both the corporate world and as an adviser.

These days, Adrian has made it his job and mission to solve Financial Adviser's problems with the use and innovation of technology. He spends far more time than he'd like to admit tinkering with tech, but in doing so he truly understands what a streamlined advice process can look like, and knows how it can be achieved in the new world of doing business.

Adrian is a strong believer in the sharing of ideas and knowledge, so you'll often find him on the XY Platform helping others figure out ways to become more efficient with tech.

Patrick Flynn is the Founder of Simply Advice Websites and Life Goal Cards and the Director of Simply Kaizen - a management consulting company committed to helping advisers do more with innovative (but simple) technology solutions.

With over 15 years experience in Financial Services, Patrick says his greatest satisfaction comes from seeing advisers take themselves away from the things they don't enjoy to focus on what they do best: help people realise their goals. When Patrick isn't working, he's usually spending time with his wife and two boys. When he gets a quiet moment he can be found watching a movie or playing video games.

Adele Martin is a multi-award winning Certified Financial Planner and the founder of Firefly Wealth and The Savings Squad. She won the 2016 IFA Excellence Award & Best Client Servicing Adviser and has been featured in several media publications.

Adele's business is 100% virtual and her team operate remotely throughout Australia and internationally. On top of running a completely virtual business, Adele is leading the charge in digital marketing as an adviser and uses her innovative approach to attract a continual flow of new ideal clients.

When she's not chatting with her Savings Squad FB Group, Adele is often chasing after her toddler Eddie and enjoying life with her family in Newcastle, Australia.

Daniel Brown is the CEO of Coastal Advice Group and an active consultant for Capital Property, Fortuity Lending and MBS Digital Agency. Daniel has been a qualified Financial Adviser for close to 20 years owning and operating both boutique and large Financial Planning operations in the Newcastle and Central Coast areas.

Daniel is a master of digital client acquisition. He's spent a lot of time, energy and money testing and experimenting with different digital marketing strategies. From his experiences he knows what works, and what doesn't. He recently launched his own MBS Advisory community on the XY Platform to share his knowledge and ideas in the pursuit of helping other advisers nail their digital marketing strategies as well.

Andrew Rocks is the Head of Partnerships and Business Development at Virtual Business Partners, Chairperson at XY Adviser and former CEO & Founder of Announcer Group. Andrew loves business and in particular the people that make things happen. He has a real passion for teamwork and building confidence and energy in others based around shared values.

After starting out in the early 90’s Andrew has seen many challenges, but with the current Pandemic, he believes it will bring the largest step forward in all aspect of our profession. Some say he's funny.

Emily Blanch is Head of Community and Platform Experience at XY Adviser. She uses her altruistic skill set and experience in Financial Services to deliver one of a kind user experiences. Emily looks for new and innovative ways to make people feel valued, connected to a bigger vision and clear in their direction. Her unconventional approach to business landed her on the shortlist for the 2020 Telstra Business Women's Emerging Leader Award.

Emily is also well versed in the art of remote work. She has embraced a location independent lifestyle for the last three years and is more than happy to share her experiences with anyone who wants to listen. When she's not in front of her laptop there's a good chance she's near the beach in the summer or headed for the snow to get her snowboarding fix in winter.

Meet your host.

Clayton Daniel is the Co-Founder and Managing Director at XY Adviser, author of Fund Your Ideal Lifestyle and a former tax accountant and financial adviser. Clayton is a regular host on the XY Podcast and spends a lot of his time discussing the current and future state of the Financial Advice landscape with leading authorities in the industry. 

He's incredibly bullish that face-to-face advice will not be replaced by fintech, instead believing the two go hand in hand. However, given the immediate and unexpected changes thrust upon us, and with everyone now working from home, Clayton is keen to chat to our all-star guest line up to unpack their best tips, strategies and tactics to navigate through this bizarre period in time.

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FAQs

How much does a ticket cost?

$22 AUD (incl. gst) for all six digital events.

How long does each session go for?

One hour. 

Do I have to be a financial adviser to attend and is the content only suited to advisers?

While the event and the content has been curated and tailored specifically for financial advisers, anyone in Financial Services who is interested in the content is welcome to attend. With no location barriers, this event will attract a global audience.

Are the sessions pre-recorded?

No, they will be live-streamed to your favourite device.

How can I easily add each session to my calendar?

Once you purchase your tour ticket, you will receive a confirmation email from us with instructions on how to access the Work From Home Tour event page. On this page is where you will be able to add each digital session to your calendar with one-click.