Advisely Masterclass 2025

Watch the experts help Kylie bring retirement advice to everyday Australians.

Trailer

 

Kylie Springall has a bold vision to deliver retirement advice to everyday Australians. To make her business model work, she’s going to need to build a solid pipeline of clients – and use Xplan to support her growth efforts and need for efficiency. With a steep learning curve ahead, Kylie calls on organic growth expert Dr. Katherine Hunt and Iress Xplan expert Courtney Youngblutt to help set her new business up for success.

Watch the trailer for Episode 1: Organic growth bootcamp now.

Episodes

Episode 1: Organic growth bootcamp

Kylie sits down with growth expert Dr. Katherine Hunt to tackle her growth challenge and develop a strategy to support her ambitious plans.

Episode 2: Tackling tech

Kylie sits down with Iress Xplan expert Courtney Youngblutt to discover the features and efficiency gains that can help keep Kylie's business intact.