Growth Resources
Market
Proven Skills
1
Client First
Approach
2
Community
Driven Platform
3
Business
Growth Engine
4
AI Accelerated
Assistant
(Coming soon)
5
Market Proven Skills & Systems
Our advisors don’t just sell—they solve. Through our proprietary Sales Advisory Process, consultants are equipped with client-centric
frameworks that lead to real impact and lasting trust. Paired with our Quarterly Sales Angles, our team stays sharp and relevant
—always ready with the right solutions, at the right time.
EXO Sales Advisory Process
Our advisory process isn’t just structured—it’s strategic. From selecting your preferred client profile, establishing mutual FIT, to setting up your client engagement program, the EXO Sales Advisory Process empowers consultants to deliver personalized, effective, and ethical advice every step of the way.
Quarterly Product & Sales Angle
Staying ahead means staying current. Our quarterly product and sales angle briefings equip consultants with market-relevant narratives, timely positioning strategies, and product insights—so they can meet clients where they are, and lead with clarity.
Client-focused Approach
We are here to serve clients—not quotas. Our Planning Philosophy is rooted in the concept of Optimization, ensuring clients not only protect what they have but also unlock what's possible. It’s about transforming lives through finances. Beyond planning, our regular Client Events and Webinars keep relationships active, informed, and deeply connected.
Planning Philosophy – Optimization
We don’t just plan—we optimize. Our planning philosophy centers around maximizing financial outcomes while aligning with life goals. By addressing inefficiencies and unlocking hidden value, we help clients transform not just their portfolios, but their future.
Client Events & Webinars
Relationships go beyond the plan. Our curated client events and educational webinars deepen trust and add value outside of traditional reviews. These touchpoints create meaningful engagement, keeping advisors top-of-mind and clients always in the loop.
Community Driven Platform
At EXO, no one grows alone. Our platform is built on shared wisdom and collective progress. Through structured Best Practice Sharing, consultants learn real-life case applications from one another. Meanwhile, our Focus and Running Groups create safe, consistent spaces for accountability, feedback, and momentum. It’s not just about motivation—it’s about moving together, faster and further.
Best Practice Sharing
Growth accelerates when we learn from each other. Our Best Practices Sharing sessions spotlight real challenges and strategies from within the team—so everyone benefits from what works in the field. It’s not about theory; it’s proven insights in action.
Focus Group/Running Group
Consistency builds excellence. Our Focus and Running Groups are designed for financial consultants to stay sharp, accountable, and connected. These small group circles foster honest conversations, weekly goal setting, and peer support—turning ambition into sustained performance.
Strategic Business Enablement
Behind every great advisor is a great support system. Our Xchange Platform streamlines key business resources and updates, giving consultants back more time to focus on clients. Our Client Engagement System ensures no relationship goes cold—with Passive Touchpoints and Festive Gifting that keep advisors top-of-mind, and always trusted.
Xchange Platform
Speed meets support. The Xchange Platform is our centralized hub where consultants access business resources, training materials, updates, and tools—all in one place. It removes friction so our team can spend less time searching, and more time succeeding.
Client Engagement System
Small touches, big impact. Our Client Engagement System ensures meaningful, non-intrusive connection with clients—through passive touchpoints like check-ins and personalized festive giftings. It keeps relationships warm, consistent, and trust-driven, all year round.
