Using Technology and Small Acts to Enhance Human Connection with Emily Blanch [Ep42]

Updated: Jul 7

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.

Bonus: Adele Martin [guest on episode 23] is hosting a free, 30-day social media challenge throughout the month of July on the XY Adviser platform. Join XY and the challenge for free here.

Resources

Emily’s LinkedIn

XY Adviser social network


Guest Bio

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. 

Show Notes

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

Propelling the global financial planning profession forward for the benefit of all people. 

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