47 min

#133 Grant Millar XY Adviser

    • Business News

The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other Advisers are up to in their business. If you:
-Have recently gone out on your own as a Financial Advisor
-Are contemplating taking the leap of faith into self-employed life
-Want to hear what other Advisers are doing in their business and career…
…you’ll love this conversation with Grant Millar from Inspired Financial Planners. Grant joined the XY Community around the time he decided to set up his own advice business.
He leans on the XY Community for support when he has a question and continually provides a tonne of value to others.
Episode highlights:
2:05 – How you started your business from scratch
5:00 –The power of the XY Adviser Community
11:25 – Overcoming the ‘sales’ stigma as an Advisor
16:20 – Giving clients a new-found confidence with a cash flow offering
25:40 – What would you do different if you started again?
30:45 – How you found your niche
43:00 – XY Adviser advocating for tax deductible advice
Show Notes:

Inspired Financial Planners - https://www.inspiredfinancialplanners.com.au/
Grant Millar LinkedIn - https://www.linkedin.com/in/grant-millar/

The XY FB Group - https://www.facebook.com/groups/XYAdviser

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other Advisers are up to in their business. If you:
-Have recently gone out on your own as a Financial Advisor
-Are contemplating taking the leap of faith into self-employed life
-Want to hear what other Advisers are doing in their business and career…
…you’ll love this conversation with Grant Millar from Inspired Financial Planners. Grant joined the XY Community around the time he decided to set up his own advice business.
He leans on the XY Community for support when he has a question and continually provides a tonne of value to others.
Episode highlights:
2:05 – How you started your business from scratch
5:00 –The power of the XY Adviser Community
11:25 – Overcoming the ‘sales’ stigma as an Advisor
16:20 – Giving clients a new-found confidence with a cash flow offering
25:40 – What would you do different if you started again?
30:45 – How you found your niche
43:00 – XY Adviser advocating for tax deductible advice
Show Notes:

Inspired Financial Planners - https://www.inspiredfinancialplanners.com.au/
Grant Millar LinkedIn - https://www.linkedin.com/in/grant-millar/

The XY FB Group - https://www.facebook.com/groups/XYAdviser

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

47 min