Why Midwinter loves XY Adviser

Midwinter is partnering with XY Adviser to help bring their innovative inaugural event ‘The Modern Adviser’ to Sydney. So why do we love these guys and why do we believe in their vision for this event?

xyadviserXY adviser have been around for about a year and with their tag line simply being “improving advice” you get the sense that they don’t beat around the bush! This non–for-profit group is the
real deal. Not only are they passionate about disruption, innovation and the future of advice, they genuinely have a finger on the pulse – always placing themselves front and centre of what is going on within the financial planning industry. If you go to their home page, you’ll see their values are sincere and if you’ve seen any mention of them in the press, you will quickly realise they know their stuff when it comes to Gen X and Y advisers.

So it’s no surprise that we as a technology provider to financial planners love what they are all about. And when we heard they had decided to put on this unique event – The Modern Adviser, we just had to be involved!

Why its going to be a great day

This event is totally unique in that the majority of the presenters will be advisers. This isn’t just a full day of product push, its a chance to hear valuable information directly from your peers. XY Adviser has handpicked a selection of up to the minute, industry relevant topics to delve into – sessions will be focused on providing content advisers can implement immediately in their business.

Why you should definitely be there

This year has been huge for technology within financial services. There has been so much talk about innovation, up and coming millennial clientele, new ways of client engagement and alternative methods advice delivery. The opportunities to improve your advice businesses are huge and “The Modern Adviser” are extremely passionate about helping advisers and their clients get the most out of these.

As stated by Ray Jaramis, co founder of XY Adviser and Financial Life Manager at Treysta Financial Life Management, ‘We see a real opportunity for young advisers like ourselves to help each other out, and communicate and workshop how we can make a bigger difference to the lives of more Australians. The Modern Adviser will take our vision to another level – it’s our biggest event to date.’

Midwinter is really excited about this event and we hope to see you there!

About XY Adviser

http://xyadviser.com/

XY Adviser is a not-for-profit community formed in 2014 by four financial advisers, to improve the financial advice landscape and influence the way Gen X and Gen Y advisers approach education, business models, innovation within their practices and advice as a profession. XY Adviser is committed to raising the standards of financial advice in Australia through the sharing of knowledge and ideas. We embrace the financial advice industry post-FOFA, and are committed to best practice and innovation, and encourage change within the industry that leads to better client outcomes.

Why choose Midwinter ?

ADVICE FOCUSED

ADVICE FOCUSED

Designed to make the advice process easy

CUSTOMER SUPPORT

CUSTOMER SUPPORT

Qualified customer support staff

PROVEN TRACK RECORD

PROVEN TRACK RECORD

Award winning software

SECURITY FOCUSED

SECURITY FOCUSED

Designed with strict security protocols

WEB BASED

WEB BASED

Available anywhere at any time

COMPLIANCE FOCUS

COMPLIANCE FOCUS

Designed with your compliance needs in mind

INDEPENDENCE

INDEPENDENCE

Independent from dealer groups and product providers

ENGAGE YOUR CLIENTS

ENGAGE YOUR CLIENTS

Client focused tools that add to your value proposition

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