Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

After looking at the current state of the advice process, Shaun Green from Advice Revolution and Spark Partners found a huge inefficiency in the way information is transitioned from adviser to the back-office team. As a result, he and his business partner Adrian Patty have built a solution to tackle this inefficiency. This piece of tech was never the end goal of their new business though, at least not to begin with. So how did they end up here? And where is the future of advice headed? Highlights from this episode: 6:45 – How would you provide advice for $500? 11:28 – What’s hindering the process of automating data capture? 18:40 – Whether to get rid of grandfathered commission and the impact this would have on the industry 25:16 – The Advice Revolution journey and how it all began 29:47 – What do you think advice businesses struggle with the most? 48:29 – Why can’t we have a one page SOA? Show Notes: Advice Revolution - www.advicerevolution.com.au Spark Partners - www.sparkpartners.com.au Shaun Green - www.l