Oct 22, 2020
"As the role of the adviser expands, the previous work and the previous roles are not diminishing, it's just additional work is being done."
Clayton Daniel, Managing Director of XY Adviser - a social network for the advice industry, joins to share how he went from aspiring rockstar, to running his own advice business, to managing an online community for financial advisers. Clayton also discusses some of the trends he's seeing in this community including the expanding role of advisers, and what he has planned for the future of XY.