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2017 has been a year full of surprises, changes and announcements. We saw a world divided over the inauguration of President Trump, the Australian Government announced a royal commission within the banking sector and cryptocurrencies appear to have become a household term overnight.

For the XY community, 2017 has undoubtedly been the biggest year yet with an increasing presence of nearly 1,500 enthusiastic members driving the positive evolution of financial advice. With the Facebook group evolving into a central intelligence hub for advisers, the podcast getting a professional makeover, a new membership site on its way and events that are now moving out of Sydney and into a national agenda, it’s fair to say that when it comes to XY in 2018, you ain’t seen nothin’ yet!

To reflect on the year that was and to discuss the exciting things ahead; Clayton, Adrian, Ben and Ray all got together to shoot the breeze on things like:

  • The hype around Bitcoin and why people want to invest in something ‘sexy’ (but probably shouldn’t)
  • Ideas and strategies Ben brought back from Fincon and why you should include content within a service based business to stay relevant
  • Everything the XY community can look forward to in 2018
  • Different practices and systems that are working (and not working) in advice businesses
  • What the next toy of financial advice will be in 2018 (did someone say Big Data?)

…plus loads more and with plenty of laughs!

XY Adviser started when a handful of people got together and asked how they could best serve their clients and the industry they love. Today, the success of XY Adviser is the result of an entire community who understands the value and benefit that comes with sharing knowledge and ideas and supporting each other. 2017 has been great, but we have a feeling 2018 is going to be EPIC!


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