Updated: Jul 7, 2020
Welcome to episode 42 of The Innovating Advice Show.
I’m joined by Emily Blanch, Head of Platform Experience at XY Adviser in Australia, which is a social network for the best advisers around the world to share and learn from each other.
In this episode, we’re chatting about technology and processes that amplify the human element, how sometimes the smallest acts have the biggest impact and building a community for your clients.
We also chat about the great stuff happening at XY Adviser, including how I’ll be using it to bring listeners together and what’s coming up next for XY and the global community.
Emily Blanch is Head of Community & Platform Experience to a progressive, supportive and resilient network of financial professionals on the social platform specifically for financial advice. She goes out of her way to help people feel inspired, connected to a bigger vision and clear in their direction.
XY is redefining what it means to be on social media. By facilitating the environment for advisers to collaborate and improve their professional lives, collectively – we can raise the bar of Financial Advice to be recognised as the highly valuable profession it is.
What makes her leap out of bed every morning with more energy than ten espressos? Finding unique ways to engage and delight audiences, build lasting relationships and supporting passionate people who are part of something bigger than themselves.
00:40 – Introducing Emily Blanch
02:48 – What being Head of Community really means
05:20 – Welcoming new members to the community
12:00 – The place to collaborate and share ideas
16:40 – The power of the one-percenters: small acts of kindness that make the biggest impact
18:20 – A great example: the postcard story
21:45 – Helping people connect with each other
25:07 – The danger of the “that’s the way we’ve always done it” mentality
25:30 – Experimenting and trying new things
27:25 – Building your own community
33:15 – How facilitating introductions for your clients can build trust
35:50 – XY global mandate
39:48 – What’s next for XY