Beyond the SoA – an evening with XY Adviser


Mark Nagle

The tectonic plates sitting beneath the Australian advice industry have been shifting for some time now. Rapid change is on the horizon – in fact, it’s already here and technology has been a significant contributor to this. So too have the XY Adviser network whose ethos to ‘turn frustrated advisers into modern advisers’ has been met with enthusiasm by many advisers around the country.

XY Adviser group hosts several face-to-face events throughout the year to bring their network together and we are excited to be a part of the first one of 2017 – Beyond the SoA.

XY Adviser will be exploring what value-adds advisers can offer their clients aside from providing them with a Statement of Advice by hearing from these awesome individuals:

  • Clayton Daniel – Fund Your Ideal Lifestyle
  • Mia Taylor – Evalesco Financial Services
  • Mark Nagle – Treysta Wealth Managment

As a technology provider, our aim is to make SoA generation as quick and efficient as possible, freeing you up to spend more time with your clients. We also have a duty in this digital age not just to equip you to be SoA generators, but to ensure we are providing you with the tech tools you need to engage the next generation of advice seekers, to have conversations with them at scale and to give them the option to receive advice on their terms.

This is why we are really looking forward to this event. We are strong believers in advisers becoming the centre of their clients’ financial universe.

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 thought leaders in our space who tend to think outside the box.

Date: Thursday 30th March 2017
Time: 6pm – 8pm (Drinks & Canapes will be served)
Venue: Hotel CBD Club Bar, Sydney (52 King St Sydney 2000) 

Register for the event.

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