Ben Nash
XY Adviser, a community of Gen X and Y advisers, is disrupting the current discussion around the future of financial advice by providing a forum for innovation and thought leadership that connects young, like-minded individuals and encourages them to share knowledge and ideas that exceed the results of traditional advice practices.
XY adviser was designed to push industry discussion to a new level by encouraging individual advisers to implement the ideas gained from collaboration with the industry’s best and most innovative influencers, within their own practices.
Ben Nash, adviser at Successful Ways and co-founder of XY Adviser, says now is the time to focus on elevating the discussion of financial advice above industry issues, to the sharing of advice business models that provide value to clients, and which reflect the results of outcomes based advice.
“We hear it all the time, Gen X and Gen Y are the future of advice, so we have decided to build a network to allow those who, like us, want to initiate change, to contribute to the discussion. We are working towards professionalism from the grass roots,” he says. “We are all responsible for the transition of financial advice into a profession. We think it will require everyone to work together in sharing experiences and ideas to make that work, and to also set an example so we are attracting the best of the best into our profession.”
Eleanor Dartnall, the current Association of Financial Advisers Adviser of the Year, will be the guest speaker at the first XY Adviser event this year.
“We are really excited to have Eleanor as a speaker at our first event, especially due to her specific focus on the education process she undertakes with her clients. Eleanor provides innovative, cutting-edge and really personalised advice for her clients, something that aligns with the future of advice as we see it,” Mr Nash says.
Since its inception in 2014, the XY Adviser LinkedIn group now has over 200 members, something the group hopes to increase organically as more advisers hear about the community and feel like their values and vision align.
