How has the Modern Client evolved?
XY Adviser has organised an evening with David Koch to explore the evolution of financial advice consumers and the things our industry can do to keep up with the change…
It’s no longer breaking news that the way your clients engage with their finances is changing. After all, aside from the various articles in the press on this topic, you as advisers are seeing and experiencing it first hand with your own clients.
It’s not that they are merely asking for more, but what they are asking for is different. We know this because in turn, what you are asking us to create within our systems in order to meet their requirements is changing too! Psychological, technological and current market factors are all at play here and its proving to be quite an interesting time for the financial planning industry – particularly for us (Midwinter) working within the technology sector.
The gang from XY Adviser have taken this bull by the horns, so to speak. One of their main goals is to see the advice community embrace change and ensure that advisers are sitting at the forefront this revolution so you are best positioned to give your clients what they need. (We love this about them!)
True to their words on ‘improving advice’, XY Adviser have organised a series of events, seminars and get togethers throughout the year with some genuinely valuable content to sink your teeth into.
The first of which is ‘The Modern Client’ on the 21st of April, brought to you by BT at the new International Towers at Baranagaroo South in Sydney. David Koch (Sunrise) will be the keynote speaker for the evening, discussing the changing needs of today’s clients and giving his insight and practical tips on some of the things that the financial services industry can do to keep these clients engaged.
Date: Thursday 21st April 2016
Time: 6pm – 8pm (Drinks & Canapes will be served)
Venue: Tower Two, International Towers Sydney, 200 Barangaroo Avenue, Barangaroo NSW 2000
Being lovers of innovation, we are really looking forward to this event. Aside from the content value, we’ve found that XY Adviser events are always a great opportunity to catch up with and bounce ideas off some of the forward thinkers in our space.
If you’d like to come along, you can register HERE.
About XY Adviser
XY Adviser is a community formed in 2014 by 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 ?
Designed to make the advice process easy
Qualified customer support staff
PROVEN TRACK RECORD
Award winning software
Designed with strict security protocols
Available anywhere at any time
Designed with your compliance needs in mind
Independent from dealer groups and product providers
ENGAGE YOUR CLIENTS
Client focused tools that add to your value proposition