XY Adviser
XY Adviser
May 9, 2018
#80 Mike Weeding & Sean Brennan on Digital Innovation for Financial Advice
Play • 40 min

There’s developing a standard business model of advice, and then there’s being at the forefront of digital innovation to maximise the client experience. Mike Weeding (@michaelweeding) and Sean Brennan (LinkedIn: /brennansean/) are two creative brains that make up part of the AMP (www.amp.com.au) ‘think tank’ dedicated to digital innovation and human centred design.

Whether you are part of a big corporation or operating as a one-man-adviser-band, there is plenty of value in this podcast for anyone interested in experimenting with digital strategies to improve client communication and to better coach them to achieve their financial goals. Mike and Sean give us some valuable insights taken from their extensive market research which explains how clients view the financial advice process, the most effective way to simplify a client's cash flow analysis and why imagery is so important in the client journey.

 

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This podcast is brought to you by HUB24 (www.hub24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.

They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.

This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.

Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.

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