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 Episode 1: Organic growth bootcamp now. CPD available.

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.