XY Adviser will host its first full-day event in November, continuing its pursuit of improving advice in Australia. Through sharing innovative ideas among members, sessions will be focused on providing content advisers can implement immediately in their business.
With a goal of setting a clear example for increased standards of financial advice, The Modern Adviser event has been created in line with XY Adviser’s founding vision – the sharing of ideas and assets, adviser-to-adviser, to achieve positive change for the industry.
Ray Jaramis, co-founder of XY Adviser and Financial Life Manager at Treysta Financial Life Management said The Modern Adviser is a step in the group’s larger plan to facilitate opportunities for advisers to share learnings relevant to financial advice of the future.
“The adviser, and in turn the client is always front of mind for us at our events. Our presenters are almost exclusively passionate advisers who will be providing practical information around the modern techniques and strategies that are working for their business and clients right now. What truly sets The Modern Adviser apart is that the presenters are all given a mandate to be very practical. Each session is designed to give advisers inspiration on how they could do things differently when they get to their desks the following morning.”
Mr Jaramis said XY Adviser is staying true to its roots, designing the event to give advisers at all stages of their career a support network.
“We see a real opportunity for young advisers like ourselves to help each other out, and communicate and workshop how we can make a bigger difference to the lives of more Australians. The Modern Adviser will take our vision to another level – it’s our biggest event to date.”
The Modern Adviser event will be broken up in to three sections; advice, business management, and technology. Event partners include Zurich, CoreLogic, IOOF, Midwinter and Centuria.
Since its inception in 2014, the XY Adviser LinkedIn group now has almost 400 members, something the group hopes to increase organically as more advisers hear about the community and feel like their values and vision align.
To register, visit The Modern Adviser
