Finding your treasure with Pirate Metrics

Six strategies to take your client engagement to the next level

Welcome to the Pirate Metrics report 


The mid-year XY on Tour has become a staple for advisers wanting to make a step-change in the way they deliver advice to their clients. This year eighteen different experts shared how you can attract and continue to help your clients at each stage of their advice journey using the famed ‘Pirate Metrics’ framework.

As we did last year, the Netwealth / XY Adviser partnership has condensed these presentations into a digestible white paper, to help you navigate the choppy waters of running a business. There will be no walking the plank in this white paper, just friendly  sailors providing valuable insights and new ideas to hopefully challenge your status quo.


This report looks to break down the entire client engagement lifecycle with six distinct parts, specifically, we explore:


  1. Awareness: Building and executing your brand purpose
  2. Acquisition: Be seen, felt and believed by your audience
  3. Activation:  The first meeting with your new client
  4. Revenue: Delivering advice efficiently and profitably
  5. Retention: Delivering ongoing value
  6. Referrals: Let your fans promote your brand 

Find your treasure and download the report today

Complete the form to get your complimentary copy.


By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received, by clicking the unsubscribe link at the bottom of the email. Alternatively, you can visit the following webpage or contact us on 1800 888 223 and ask to be unsubscribed. Please visit our website to read our Privacy Policy. By clicking Download, you agree to our Terms & Conditions.