31 October 2024
The opposite of diversity of thought – groupthink – can not only be bad for business, stifling innovation and creativity, it can be fatal. The…
Danni Visser Chief Commercial OfficerEnsombl
24 October 2024
Some advisor events stand out, not because of flashy presentations or packed agendas but because the conversations feel like they matter.…
17 October 2024
Putting people in boxes can be helpful in terms of being more targeted and more efficient. But if the basis on which we classify people is flawed, then the…
28 February 2024
Whether your tribe is financial advisors or Swifties, acceptance by the tribe takes authenticity and…
4 July 2022
As an adviser-first company, our purpose is to ‘drive the positive evolution of financial advice’. To achieve this, we launched a standalone platform for…
27 June 2022
Don Draper and his Mad Men peers were fans of the Market Research Survey. While the tv show was based in the 1960s -1970s, market research surveys were still…
6 June 2022
At XY we are an adviser-first company. Our goal is to continuously improve the value we provide to the advice community. Last Friday we held our first ever All…
23 May 2022
One of the core values we have at XY is reducing the 10,000 hours to mastery rule. This has allowed us to play a role in the rising tide of financial planning…
16 May 2022
The simple truth of adviser marketing is this – if you don’t use financial planners in your content, there is a low chance it will resonate. Marketing…
9 May 2022
Emily and her team spend their days speaking with financial advisers. On the corporate side of XY, we’re focused on meeting with institutional clients. And…
