$45.42

Starting and Scaling an Advice Business

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The ArtHouse Hotel

275 Pitt Street

Sydney, NSW 2000

Australia

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Starting any new business can be daunting. Starting a new financial advice business can be downright scary. Whether you decide to buy a book of clients or build a clientele from absolute scratch, one thing is for sure. Taking that leap of faith will likely be the most challenging yet most satisfying move you’ll ever make in your career.

So to tackle the ‘challenging’ areas of starting and scaling an advice business and to expand on the ‘satisfying’ parts, we’re bringing in three energetic and innovative advisers who have built their respective businesses from scratch and continue to push the boundaries to differentiate themselves as leaders in the industry.

Cathryn Gross started Twelve Wealth with referrals from her hairdresser and her GP. Two years on and with her own growing book of client’s, Cathryn’s ‘not your average business model’ is allowing her to scale her business in ways you may not have thought possible.

Jessica Brady is one half of the brains behind Fox & Hare which was founded on the premise of helping young people feel confident and to get excited about money. With strategies that include group feedback sessions and scheduling client ‘catch ups’ on Saturdays, Jessica is the definition of innovation when it comes to starting an advice business.

Adele Martin started Firefly Wealth to help people get organised with their money. She is an absolute guru at using social media to attract, inspire and educate young people on the benefits of implementing a plan for financial success. Adele has taken what she is passionate about, bundled it up in an easy to understand manner and delivers it to the masses in a way that effectively drives and scales her business.


This will be a night full of value for anyone in the advice industry, with proven strategies and ideas that can be implemented as a business owner, someone looking to go out on their own or as an employed adviser.

And as always, a great opportunity to network and catch up with your fellow XY members with food and drinks provided.

With special thanks to our major partner ZURICH for supporting this awesome event, we look forward to seeing you at the event!

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Date and Time

Location

The ArtHouse Hotel

275 Pitt Street

Sydney, NSW 2000

Australia

View Map

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