‘Resourcefulness’ is not a term that comes to mind when we think of professional services. But given the last decade of change, it’s a designation that’s almost entirely owned by financial advisers now.

With rising client expectations, challenging working and investing environments, and expanding technology options, advisers need to constantly innovate and adapt in order to provide the best possible advice for their clients.

In May 2020, Netwealth and XY Adviser brought together almost 500 people during the virtual XY Adviser Tour to hear from some of the world's top financial planning minds. From these presentations we've drawn together insights around marketing, business efficiency, technology and evolving your value proposition so that you can take your advice to the next level. 

In this special report:

• Michael Kitces shares his tips for evolving your advice business including through creating a client 'niche' 
• 'The Sketch Guy' Carl Richards discusses the role of a financial plan during uncertainty
• Dr Adam Fraser examines how to be more resilient and how to make the most of your day
• Adele Martin discusses the power of social media marketing

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