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Exciting new 'cash-cow'!
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Becoming a financial planning partner
27 November 2013 by Matthew Prouse
In his keynote at Xerocon Sydney, our Australian Managing Director Chris Ridd announced we’re expanding our partner program in Australia to include financial planners and advisors, and that a Senior Account Manager (me) had been appointed to work with advisors full time.
This new complementary channel – built around using Xero Cashbook for budgeting and money management – has really started to take off and since August
**more than 250 professional advice firms have applied to become Xero partners.
Check out this video of Steve Crawford of Experience Wealth – 100% of their clients use Xero and he talks about the advantages of becoming a financial planning partner.
(3 min video)
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If you are interested in becoming a Financial Advice Partner, visit the landing page and apply online. As a Xero partner, advisors can run their own business on Xero for free.
We are running cashbook specific online intro sessions twice a week – and additional training and information sessions will be launching soon.
Firms are invited to become a certified Bronze partner and list on our new financial advisor partner directory.
This is a new channel and we are just getting started.
http://blog.xero.com/2013/11/becoming-financial-planning-partner/#more-39038
