XY Adviser: Recent Episodes
XY Media
Professional network for financial advisers www.xyadviser.com
DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians through innovative technology, AI-powered tools, and partnerships with financial institutions, helping to close the advice gap by providing affordable, compliant guidance.
Otivo Website: https://www.otivo.com/ Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria to Queensland, launching Glasshouse Wealth with a focus on white-collar professionals, using internally geared managed funds, and navigating the challenges and opportunities in advice while balancing personal and professional growth.
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Glasshouse Wealth Website: https://www.glasshousewealth.com.au/
To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino
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In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology, outsourcing, and innovation in transforming advice practices.
Nathan Jacobsen LinkedIn: https://www.linkedin.com/in/jacobsennathan/ VBP Website: https://www.vbp.au/ Automation Anywhere Website: https://www.automationanywhere.com/
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This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform's latest innovations, new features and benefits, the SMA Reporting Standard, AI integration, and a commitment to solving real problems for advisers by creating user-first, time-saving solutions.
Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ ProductRex Website: https://www.productrex.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the Year, and he and James discuss his journey with Thriving Wealth, his strategic approach to advice, the rigorous award application process, and his focus on mentoring and developing his team to become top advisers.
Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ Cash Talk Podcast: https://podcasts.apple.com/au/podcast/cash-talk/id1588800107
To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino
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This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note tool to a comprehensive workflow engine that helps advisers streamline their practice, improve client experiences, and reclaim their weekends through advanced AI-powered document generation, meeting preparation, and integration capabilities.
Stuart Riddle LinkedIn: https://www.linkedin.com/in/stuartriddle/ Knkt Interactive Website: https://www.knkt.com.au/ Claras Website: https://claras.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and strategic uses of investment bonds across different client demographics, and how they can complement superannuation and provide effective wealth transfer and estate planning solutions.
Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Generation Life Website: https://genlife.com.au/
To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino
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This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My Databoss is helping businesses of all sizes, from large enterprises to SMEs, automate compliance, streamline onboarding and build digital trust with their clients without sacrificing on user experience.
Greta Menzies LinkedIn: https://www.linkedin.com/in/greta-menzies-ba1b4338/ My Databoss Website: https://mydataboss.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey as self-licensed advisers, focusing on their evolving approach to client advice, property investment strategies, technological challenges, and the importance of building trust and genuine relationships in the financial services industry.
Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/ Julien Renard LinkedIn: https://www.linkedin.com/in/julien-renard-604a65114/ ASO Wealth Website: https://asowealth.au/
To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250529
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In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets.
Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ HeirWealth Website: https://www.heirwealth.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for clients experiencing significant life changes, the challenges of starting a business, and her process of building a supportive team and efficient workflows.
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ White Rabbit Advisory Website: https://www.whiterabbitadvisory.com.au/
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In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer.
Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/
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In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in wealth transfer.
Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Thomson Wealth Website: https://www.thomsonwealth.com.au/
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In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations.
Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Not Tomorrow's Problem: https://genlife.com.au/not-tomorrows-problem
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In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlighting how low-code integration platforms can streamline workflows, improve efficiency, and enable organisations to leverage emerging technologies like agentic AI to solve complex business challenges.
Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/ Workato Website: https://www.workato.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution.
Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193/ HeirWealth Website: https://www.heirwealth.com/
To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250515
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This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production process.
Nick Downey LinkedIn: https://www.linkedin.com/in/nick-downey-53279559/ Direct Wealth Website: https://directwealth.com.au/
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Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion for helping clients, and future plans to potentially start her own practice.
Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Hayes & Co Insurance Services Website: https://hcis.com.au/ Trish's Previous Episode: https://ensombl.com/podcasts/402/
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In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market cycles, defensive qualities, risks, emerging areas like AI data centers, and its potential role in diversified investment portfolios as a stable, inflation-linked asset class.
Tyson Jonas LinkedIn: https://www.linkedin.com/in/tyson-jonas-7b4387102/ Jonas Wealth Management Website: https://www.jonaswm.com/
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In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class spanning digital networks, renewable energy, and registries, offering stable long-term returns with varying risk profiles across different sectors and geographies.
Simon Warner LinkedIn: https://www.linkedin.com/in/simonpwarner/ Aware Super Website: https://awareinvestments.aware.com.au/
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In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns across essential services like transportation, utilities, and digital networks, providing diversification and long-term growth potential in both domestic and international markets.
Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Accountants Website: https://www.callaghans.com.au/
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In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution.
Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/ Peak Wealth Management Website: https://peakwm.com.au/ Rich Dad Poor Dad: https://www.richdad.com/ Response for Life Website: https://responseforlife.org.au/
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In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance.
Amy Hatch LinkedIn: https://www.linkedin.com/in/amy-hatch-consultant/ Oreana Partnerships Website: https://oreanapartnerships.com.au/ Netwealth Innovation Toolkit: https://www.netwealth.com.au/web/insights/netwealth-innovation-toolkit/
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This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry.
Marlon Disanayake LinkedIn: https://www.linkedin.com/in/marlon-disanayake-14177316a/ Capgemini Invent Website: https://www.capgemini.com/about-us/who-we-are/our-brands/capgemini-invent/
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In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focused on business owners, team development, client relationships, and a collaborative approach to professional growth.
Warrick Hanley LinkedIn: https://www.linkedin.com/in/warrickhanley/ Fitzpatricks Website: https://fitz.com.au/
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This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships.
Cody Harmon LinkedIn: https://www.linkedin.com/in/codyharmon/ Nat Daley LinkedIn: https://www.linkedin.com/in/nat-daley-1735b738/ Cruz Website: https://www.cruz.financial/
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Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares his journey from a part-time bank teller to building SA Wealth, a multi-disciplinary financial services firm that expanded from financial planning to broking, accounting, and property services by continuously solving client problems and seeking innovative ways to add value.
Paul Katranis LinkedIn: https://www.linkedin.com/in/paulkatranis/ SA Wealth Group Website: https://sawealthgroup.com.au/
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250424
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In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning into alternatives. From private credit to venture capital, he explains how advisers can access these assets, assess risk, and structure portfolios with long-term goals in mind. With a sharp lens on liquidity, due diligence, and client suitability, this is a hands-on guide for advisers looking to build out more resilient, diversified portfolios, while maintaining clear, ethical guardrails.
Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/ River X Website: https://riverx.com.au/
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Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structures, exit planning, diversification within private equity, and a standout case study on a manufacturing business where clients became both investors and end-users.
Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella Wealth Website: https://terrabellawealth.com.au/
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Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. From the diversification case for private markets to the regulatory challenges of crypto, the episode unpacks what advisers need to know as more clients independently head down the crypto and private market paths. Brendon also shares his personal journey from crypto sceptic to informed observer — offering a pragmatic framework for engaging with this still-maturing space.
Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ Lorica Partners Website: https://loricapartners.com.au/
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With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode goes under the hood to explore the opportunities and challenges in this burgeoning area. Host James Whelan is joined by Louis Christopher (SQM) and Scott Morgan (Head of real estate credit at Remara) for a balanced discussion on opacity, liquidity, return expectations, and market demand in the growing private credit sector. It’s a timely look at how advisers can play in this space safely — and the red flags to watch out for.
Scott Morgan LinkedIn: https://www.linkedin.com/in/scott-morgan-a1064348/ Remara Website: https://remara.com/ Louis Christopher LinkedIn: https://www.linkedin.com/in/louischristopher/ SQM Research Website: https://sqmresearch.com.au/
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In this week's episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They discuss their focus on team development, technology integration, client relationships, and preparing for future growth through potential mergers and acquisitions while maintaining a clear vision and mission.
Jay Burke LinkedIn: https://www.linkedin.com/in/jayburkeeoe/ Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ Burke Britton Financial Partners Website: https://bbfp.com.au/ Fine Answers Podcast: https://podcasts.apple.com/au/podcast/fine-answers/id1611992633 Professor Groysberg – Harvard: https://www.hbs.edu/faculty/Pages/profile.aspx?facId=10650 Prova Website: http://prova.com.au/
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In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2's SARA, an AI-powered SOA Review Assistant that helps advisers pre-vet their advice documents by using advanced vector indexing and compliance checks, with the goal of reducing human error while maintaining essential human oversight.
Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a/ SARA (iComply2): https://www.icomply2.com.au/sara Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to manage complex financial situations.
Mo Shouman LinkedIn: https://www.linkedin.com/in/mshouman/ My Wealth Choice Website: https://www.mywealthchoice.com.au/ Wealth Bytes Podcast: https://podcasts.apple.com/au/podcast/wealth-bytes-podcast/id1801046929
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In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. They discuss his journey from hospitality in India to financial planning in Australia, his career transition, client engagement strategies, the role of technology and AI, and the importance of authentic storytelling, team building, and clear communication in shaping the future of financial advice.
Karthik Ganapathy LinkedIn: https://www.linkedin.com/in/karthikganapathys Nova Wealth Website: https://novawealth.com.au/ Alex Hormozi 4 Quadrants: https://hormozi.blog/cash-flow-consulting-alex-hormozi/
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This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland.
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-9aa22117/ iFactFind Website: https://ifactfind.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250411
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In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets and navigate intergenerational relationships.
Nick Donnelly LinkedIn: https://www.linkedin.com/in/nick-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/ MaryAnn de Mestre LinkedIn: https://www.linkedin.com/in/maryann-de-mestre-tep-77635226a/ M De Mestre Lawyers Website: https://mdemestrelawyers.com.au/
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In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG Planners. They explore selecting an AI provider, and how AI tools can help financial advisers improve efficiency, standardise processes, and enhance client engagement by automating tasks like file notes while maintaining data security and quality.
James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://mytalkr.com/fintalkr Andrew Wootton LinkedIn: https://www.linkedin.com/in/andrew-wootton-836b4021/ FYG Planners Website: https://www.fygplanners.com.au/
To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409
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In this episode, Sacha is joined by Jason Fowler, Principal of Fowler's Group and Director of FYG Planners. They discuss implementing AI in your advice practice, including note-taking, focusing on efficiency gains, client communication, and the strategic benefits of leveraging voice recording technology to improve business processes and client interactions.
Jason Fowler LinkedIn: https://www.linkedin.com/in/jason-fowler-2852443b Fowler's Group Website: https://www.fowlersgroup.com.au/ FYG Planners Website: https://www.fygplanners.com.au/
To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409
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In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. They discuss the critical security considerations for advisers when implementing AI tools, the importance of data protection, Australian hosting, client privacy, and choosing enterprise-grade AI solutions that prioritise security and compliance.
Ashley Jones LinkedIn: https://www.linkedin.com/in/ashley-jones-3934421/ Razilio Website: https://www.razil.io/ James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://mytalkr.com/fintalkr
To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409
Recognise real-world learning as CPD: https://ensombl.com/cpd/
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This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has grown from an accounting practice to a 300-person organisation with multiple divisions, focusing on holistic client service, organic talent development, and a culture of collaboration and continuous improvement.
Leigh Fernando LinkedIn: https://www.linkedin.com/in/leighfernando/ Daniel Zaffino LinkedIn: https://www.linkedin.com/in/daniel-zaffino/ BlueRock Website: https://www.bluerock.com.au/ Life at BlueRock Video: https://vimeo.com/1073057694/28f170c7c1
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250408
Recognise real-world learning as CPD: https://ensombl.com/cpd/
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In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of Planimate, an innovative solution that transforms traditional, lengthy SOAs into engaging, compliant animated videos that save time and money for advisers while improving client understanding and communication.
Planimate Website: https://planimate.com.au/ Anisul Islam LinkedIn: https://www.linkedin.com/in/anisulislam/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250404
Recognise real-world learning as CPD: https://ensombl.com/cpd/
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Paul is Senior Financial Planner at Heath & Finance Integrated. Paul's practice specialises in providing complex financial advice for individuals with disabilities, personal injury compensation, and intergenerational wealth transfer, focusing on navigating legal frameworks to optimise financial outcomes and support clients' long-term needs.
Paul Conte LinkedIn: https://www.linkedin.com/in/paul-conte-b4724851/ Heath & Finance Integrated Website: https://healthfinance.com.au/
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250403
Recognise real-world learning as CPD: https://ensombl.com/cpd/
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In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their approach to transforming financial planning practices through evidence-based pricing strategies that help advisers better understand and communicate their value to clients.
Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Richard Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Peloton Snapshot: https://www.pelotonpartners.com.au/peloton-snapshot/ Brenton Miegel Podcast Episode: https://ensombl.com/podcasts/engine50/ Daniel Harris Podcast Episode: https://ensombl.com/podcasts/engine53/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250401
Recognise real-world learning as CPD: https://ensombl.com/cpd/
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In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to explore how advisers can navigate growing market uncertainty. From the return of tariffs to a Federal election, from stretched valuations to geopolitical tensions, the episode breaks down what matters—and what doesn’t. Hear how diversification, contrarian thinking, and a focus on fundamentals can help clients stay the course. Whether it's emerging markets, infrastructure, or currency plays, this episode is packed with strategies to help advisers lead with confidence, and have stronger client conversations in unpredictable times.
Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20250331/
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This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage tech like Power Automate and Copilot to transform data management, improve operational efficiency, and drive data-driven decision-making in your advice practice.
Yasmin Weston LinkedIn: https://www.linkedin.com/in/yasmin-weston-7b061a13a/ Capital Partners Website: https://capital-partners.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250328
Recognise real-world learning as CPD: https://ensombl.com/cpd/
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Chris is the Co-Founder and Owner at alcove. He and James discuss alcove's evolution from financial advice to strategic property decision support, as well as market trends, client engagement strategies, and the importance of trust-building through content and partnerships.
Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ alcove Website: https://www.alcove.com.au/
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250320
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX Financial Group and Morningstar's Bianca Rose join host James Whelan to break down how real estate debt fits into portfolios, the liquidity premium, and its risk-return profile. Their wide-raging discussion explores why private real estate debt is gaining traction, the role it plays in portfolios, and the market conditions where it thrives.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Nick Raphaely LinkedIn: https://www.linkedin.com/in/nick-raphaely-283a3913/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20250324
For more information on AltX please reach out to our team or follow us on LinkedIn. https://ensombl.com/go/2-20250324
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This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced by advisers, and how Zurich is leveraging technology to streamline processes and enhance client experiences. Andrew also touches on the future of technology in risk advice and the importance of integration with adviser workflows.
Andrew Prior LinkedIn: https://www.linkedin.com/in/andrew-prior-112560a0/ The Adviser Portal: https://advisers.zurich.com.au/resources/adviser-portal Zurich Website: https://www.zurich.com.au/
A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250321
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James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory team by introducing new advisers and maintaining high service standards.
James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: https://firstfinancial.com.au/ James' previous episode: https://ensombl.com/podcasts/434/
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250320
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In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, gamification, and open banking features to help young adults and emerging affluent individuals manage their finances.
Brett Joffe LinkedIn: https://www.linkedin.com/in/brettjoffe/ Flux Website: https://www.flux.finance/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250314
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Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to discuss her business's rapid growth from a solo practice to a team of multiple advisers, the challenges of scaling, and the importance of maintaining quality.
Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/ Nicole's Previous Episode: https://ensombl.com/podcasts/432/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250313
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In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond traditional risk profiling, and the need for personalised, empathetic approaches that build trust and help clients gain deeper insights into their financial behaviors and motivations.
John Stallman LinkedIn: https://www.linkedin.com/in/john-stallman-390834aa/ PlanningIQ Website: https://planningiq.com.au/
Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, financial capacity, and individual needs to build deeper, more transformative financial relationships.
Dr. Ben Neilson LinkedIn: https://www.linkedin.com/in/dr-ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt
Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values, and life goals is far more important than a simple compliance-driven questionnaire, and that financial advice is fundamentally about education, trust, and helping families navigate their long-term financial journey.
Wayne Lear LinkedIn: https://www.linkedin.com/in/waynelear/
Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and advocating for more sophisticated, psychologically-informed tools that provide deeper insights into client behavior, ultimately aiming to enhance the advice experience through technology and personalisation.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt
Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide AI-powered insights from Salesforce with minimal setup required, its unique value proposition, data security and governance considerations, and the potential future roadmap for the tool.
Glenn Elliott LinkedIn: https://www.linkedin.com/in/glennelliott72/ Meldus Website: https://www.meldus.com/
A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250307
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Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer and the importance of advisers understanding and adapting their communication and strategies to meet the unique values, goals, and challenges of Baby Boomers through to Generation Z and beyond.
Kylie Denton LinkedIn: https://www.linkedin.com/in/kyliedenton5/ Performance Advisory Group Website: https://performanceadvisorygroup.com.au/
Visit Sharesight for more information on how they can support your practice: https://ensombl.com/go/20250306
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Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and working with high net worth clients, and his insights on the importance of centers of influence, trust, and the potential role of AI in investment management.
Reuban Sivarajasingam LinkedIn: https://www.linkedin.com/in/reuban-sivarajasingam-2172b036/ Pallas Capital Website: https://www.pallascapital.com.au/advisers/ Praemium - Australia's High Net Worth Report: https://www.praemium.com/high-net-worth-investors Nexgen STEM School Website: https://nexgenstemschool.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250304/
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This week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers.
Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1 Ensombl CPD: https://ensombl.com/cpd/
A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228
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Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an educational platform to serve the Indigenous community, and the challenges and opportunities she faces in building her business and making a difference.
Lisa Voysey LinkedIn: https://www.linkedin.com/in/lisa-voysey-4b591b25/ Roberts Financial Foundation Website: https://www.robertsfinancialfoundation.com.au/
Visit Sharesight for more information on how they can support your practice: https://ensombl.com/go/20250227
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This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth's use of AI and technology, including efficiency gains from tools like Copilot, digital engagement platforms, managed accounts, and the acquisition of Flux to engage the next generation of investors.
Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250221
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Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and strategies in recruiting and retaining talent in the advice industry, the impact of COVID-19 on work culture, the evolving job market and salary trends, and the importance of employee value proposition and career development opportunities.
Steven Reed LinkedIn: https://www.linkedin.com/in/steven-reed-29212579/ Advance Recruitment Partners Website: https://advancerecruitmentpartners.com.au/
Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250220
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In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits of Filenote.ai, which uses AI to automatically generate file notes, client summary emails, letters of engagement, client mind maps, and notes for paraplanners, saving advisers significant time and improving client experiences.
Filenote.ai Website: https://www.filenote.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250214
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Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative aspects of financial advice, such as client emotional states and motivations, in order to better demonstrate the value of financial planning and improve client outcomes.
Philip Courtenay LinkedIn: https://www.linkedin.com/in/philipcourtenay Humans and Money Website: https://humansandmoney.com/
Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250213
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In this episode, Pat is joined by Stefan D'Alessandro, Co-founder at Caelus Labs. They discuss the development of Stefan's AI-focused businesses, his approach to AI adoption and integration, and his insights on data security, governance, and the use of no-code/low-code tools.
Stefan D'Alessandro LinkedIn: https://www.linkedin.com/company/caelus-labs/ Caelus Labs Website: https://caeluslabs.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250207
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In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised advice to middle Australia clients, and his views on the future of the industry and the need for greater collaboration and support among advisers.
Lee Forde LinkedIn: https://www.linkedin.com/in/fordefinancialplanning/ Plan to Plan Website: https://plantoplan.com.au/
Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250206
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This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo's core capabilities in aggregating and harmonising data from various systems, enabling better reporting and client insights.
Rohan Berry LinkedIn: https://www.linkedin.com/in/rohan-berry-a4098225/ Xeppo Website: https://xeppo.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250131
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Jane is a Partner and Principal Adviser at Minchin Moore Private Wealth Advisers. She and Clayton discuss her diverse career journey in financial planning, the challenges and lessons she has learned, her advice for aspiring advisers, the importance of professional development and education, and the future of the financial planning industry, particularly in regards to attracting and retaining female talent.
Jane Hopkins LinkedIn: https://www.linkedin.com/in/jane-hopkins-a9106349/ Minchin Moore Website: https://minchinmoore.com.au/
Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250130
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In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future roadmap, with a focus on its comprehensive investment reporting and analytics platform.
Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/ Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/ Sharesight Website: https://www.sharesight.com/au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250124
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Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to client engagement that goes beyond just technical advice.
Manisha Bhudia LinkedIn: https://www.linkedin.com/in/manishabhudia/ Ultimum Financial Website: https://ultimumfinancial.com/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250123
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To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he is focused on strategy, transformation, and supporting financial advice practices through initiatives like the Growth Collective. He and Andrew discuss the value of personality profiling and the need for advisors to differentiate themselves, and the importance of transparency and collaboration between platforms and advisors for effective business growth.
Mike Way LinkedIn: https://www.linkedin.com/in/mikeway/ AMP Website: https://www.amp.com.au/ Roger Martin "Playing to Win": https://www.youtube.com/watch?v=3vAIur-N8gM Lippitt-Knoster Model: https://www.walkme.com/blog/managing-complex-change/ CliftonStrengths personality profiling tool: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20250121/
Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20250121/
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In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight.
Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216
First Sentier Investors. Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/2-20241216
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In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency.
Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https://www.bepreparedapp.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213
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In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support.
Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanmanen.com.au/ LNP Profile: https://www.liberal.org.au/team/bert-van-manen
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20241212
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Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice.
Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Tribal Habits Website: https://tribalhabits.com/
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In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer.
Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Aron Satchell LinkedIn: https://www.linkedin.com/in/aronsatchell/ Advice Designer Website: https://www.advicedesigner.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241206
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Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct investment management, the challenges and benefits of this model, Consortium's marketing efforts, and Rob's insights on building a successful practice.
Rob Goudie LinkedIn: https://www.linkedin.com/in/robert-goudie-16356430/ Consortium Private Wealth Website: https://www.consortiumpw.com.au/
For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241205
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Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into financial planning, the importance of trust and relationships, holistic wealth management, leadership, and the evolving role of technology and community in enhancing client experiences and advice.
Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/ QuarterFive Website: https://www.quarterfive.com.au/ Bill Bachrach Website: https://billbachrach.com/ Dan Sutherland LinkedIn: https://www.linkedin.com/in/dan-sutherland-407284162/
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This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients.
Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintoncunningham/ AdviseWell Website: https://www.advisewell.co/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks to support staff rather than adding more advisors.
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ The Wealth Network Website: https://www.wealthnetwork.net.au/ Absolute Wealth Advisers Website: https://www.absolute.sydney/
For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241128
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The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar’s Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers supporting Small Caps, the risks of small cap investing and strategies to mitigate these risks, the political and economic context, and tailwinds that could power the sector forward.
Noah Kaplan LinkedIn: https://www.linkedin.com/in/noah-kaplan-10/ Phillip Hudak LinkedIn: https://www.linkedin.com/in/phillip-hudak-cfa-84ab2011b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241125
Maple-Brown Abbott. Visit our website or follow us on LinkedIn to stay up to date with our investment insights. https://ensombl.com/go/2-20241125
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In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.
Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241122
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Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm.
Matt Coman LinkedIn: https://www.linkedin.com/in/matthew-coman-cfp%C2%AE-977bba41/ Twomeys Website: https://www.twomeys.com.au/ Growth Masterclass: https://www.advisely.com.au/category/top/blog/advisely-growth-masterclass
For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241121
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John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactful financial planning business focused on behavioral coaching and client-centric service.
Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ Cash Talk Podcast: https://podcasts.apple.com/au/podcast/cash-talk/id1588800107
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This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomware, the significance of comprehensive backups, and the need to foster a positive cybersecurity culture within an organisation.
Rob Dawson LinkedIn: https://www.linkedin.com/in/rkdits/ Myrtec Website: https://www.myrtec.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians.
Paul Nevin LinkedIn: https://www.linkedin.com/in/paulcnevin/ The UK Pension Experts Website: https://theukpensionexperts.com.au/
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Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity.
Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/
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In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process.
Jess Tassell LinkedIn: https://www.linkedin.com/in/jesstassell/ Qwilr Website: https://qwilr.com/ Speed Dating Campaign: https://youtu.be/rGE6VLqiY3E?si=JxMoJYKFwhvAs5yH Qwilr Reimagined SOA Template: https://qwilr.com/advicetech Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients.
Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ "Cost of Care" Report: https://advisers.zurich.com.au/resources/thought-leadership/cost-of-care.html
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Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy.
Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella Wealth Website: https://terrabellawealth.com.au/ Mating in Captivity: https://www.amazon.com.au/Mating-Captivity-Esther-Perel/dp/0060753641
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Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East conflict, Chinese policy stimulus and global interest rate cuts, to make sense of conflicting signals and set the scene for the year ahead. With no end to market volatility in sight, our experts offer insights to help advisors position client portfolios for what could lie ahead.
James Waterworth LinkedIn: https://www.linkedin.com/in/jameswaterworth/ Thomas Taw LinkedIn: https://www.linkedin.com/in/thomas-taw-15955a45/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241104
For more information about BlackRock and our products, head to https://ensombl.com/go/2-20241104
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Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 21 October 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to the product’s latest product disclosure statement (PDS), target market determination (TMD) and BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience.
Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney/ Otto Finance Website: https://ottofinance.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241101
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Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives.
Fran Hughes LinkedIn: https://www.linkedin.com/in/franhughesfinancialadvisor/ Fran Hughes Website: https://franhughesfp.com/
Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241031
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In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth.
Daniel Harris LinkedIn: https://www.linkedin.com/in/daniel-harris-05a018aa/ Grimsey Wealth Website: https://grimsey.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241029
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In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance.
Cameron Drury LinkedIn: https://www.linkedin.com/in/camerondrury/ Canwi Website: https://www.canwi.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241025
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In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future.
Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/ Julien Renard LinkedIn: https://www.linkedin.com/in/julien-renard-604a65114/ ASO Wealth Website: https://asowealth.au/
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This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth.
Kris Tatt LinkedIn: https://www.linkedin.com/in/kristopher-tatt-b018b286/ Strategem Website: https://strategem.com.au/ Principals Community: https://principalscommunity.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241022
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This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automate and Power Apps.
Kohl Gianoli LinkedIn: https://www.linkedin.com/in/kohl-gianoli/ Scrybd Website: https://www.scrybd.io/ Insource Automation Website: https://www.insourceautomation.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241018
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Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money.
Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/ Women Talking Finance Website: https://www.womentalkingfinance.com.au/
Courses The Money Coaching Institute: https://moneycoachinginstitute.com/ Dr. Brad Klontz: https://www.bradklontz.com/
Books Wired for Wealth: https://www.amazon.com.au/Wired-Wealth-Mindsets-Trapped-Potential/dp/0757307949 Facilitating Financial Health: https://www.amazon.com.au/Facilitating-Financial-Health-Brad-Klontz/dp/1941627870/ Energy Of Money: https://www.amazon.com.au/Energy-Money-Maria-Nemeth/dp/0345434978/
Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241017
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The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during times of elevated market volatility. Against the backdrop of the Mind the Gap Report, our panel explores the importance of long-term focus, and how to position client communication to help mitigate the behavioural biases that can lead to poor investor decision-making.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Chris Hestelow LinkedIn: https://www.linkedin.com/in/chris-hestelow-cfa-97264812a/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241014
To learn how Allan Gray can make a real difference to your portfolio speak to our team today or visit https://ensombl.com/go/2-20241014
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In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial advice overwhelming.
Lucy Winship LinkedIn: https://www.linkedin.com/in/lucy-winship-3335027b/ Wealth Maximiser Website: https://www.wealthmaximiser.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241011
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Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move to Fox and Hare, which focuses on younger, high-earning clients, and his previous experience in delivering digitised advice at scale.
Shannon Freney LinkedIn: https://www.linkedin.com/in/shannon-freney/ Fox & Hare Website: https://foxandhare.com.au/
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In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other sectors and smaller firms leverage AI to drive growth and efficiency.
Sam Ruiz LinkedIn: https://www.linkedin.com/in/sam-ruiz-1810bb34/
To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009
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In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the "MAG 7" as other sectors and smaller companies leverage AI to drive growth and efficiency.
Iona Dent LinkedIn: https://www.linkedin.com/in/iona-dent-8b596514/
To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009
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Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting to financial planning, the founding and growth of ACru Wealth, his approach to client engagement and team management, and his vision for the future of the business.
Angus Cooper LinkedIn: https://www.linkedin.com/in/angus-cooper-0958571a/ ACru Wealth Website: https://www.acruwealth.com.au/ Gordon Cooper - "Capital Gains Tax": https://resources.taxinstitute.com.au/go/convention-papers/capital-gains-tax Your Next Five Moves: https://www.yournextfivemoves.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241008
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This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing services firm, can help advisors, accountants, and mortgage brokers with content marketing, leveraging technology and AI to improve client engagement and communication.
Clare Murphy LinkedIn: https://www.linkedin.com/in/clareemurphy/ Advant Group Website: https://advant.com.au/ Wealth Investors: https://wealthinvestors.com.au/Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241004
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Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy.
Paul Brown LinkedIn: https://www.linkedin.com/in/paulbrowncfp/ Wealth 21 Website: https://wealth21.com.au/
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In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They cover his journey through the financial planning industry, the evolution of Goldsborough's culture and client-centric approach, and their plans for future growth through potential mergers and acquisitions.
Brenton Miegel LinkedIn: https://www.linkedin.com/in/brentonmiegelcfp/ Goldsborough Financial Services Website: https://goldsborough.com.au/advisers/brenton-miegel/ Peleton Partners: https://www.pelotonpartners.com.au/ IOOF Alliances: https://www.ioof.com.au/en/ioof-alliances Mitcham City Brass: https://mitchamcitybrass.org/
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Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante Investment Partners and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property. Alternatives can play a range of important roles in a portfolio, including return diversifiers, uncorrelated assets, and tail hedges, and the panel explores how a wave of product development is making alternatives available to a broader range of investors than ever before.
Vesna Peroska LinkedIn: https://www.linkedin.com/in/vesnaperoska/ Sinead Rafferty LinkedIn: https://www.linkedin.com/in/sinead-rafferty-cfa-366ba961/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240930/
This market highlight is proudly brought to by Fidante: https://ensombl.com/go/2-20240930/
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In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features of 3Lines 2.0, which aims to streamline compliance management for financial services licensees by offering a comprehensive, AI-enhanced solution that addresses common pain points and enables licensees to focus more on serving their clients.
3Lines Website: https://www.3lines.com.au/ Eloise Somerford LinkedIn: https://www.linkedin.com/in/eloise-somerford-467aab47/ Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240927
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Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors.
Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Website: https://strategicwealth.melbourne/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240926
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Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral finance, marketing, sales processes, AI tools, human-first advice, balancing business growth with personal well-being, and their thoughts on the 2024 Future Proof Festival as a whole.
Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Future Proof YouTube: https://www.youtube.com/@FutureProof_HQ
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Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more coaching-oriented approach in financial planning.
Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/
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Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication.
Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Michael Kitces Presentation: https://www.kitces.com/future-proof-presentation-handout-materials-supporting-information-2/
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Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation.
Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/
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In this week's episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino's vision to connect the back office and automate the advice process using AI, including their current file note automation functionality, upcoming features, and the potential for AI to enhance client relationships and reduce the cost of advice.
Josh Ratnarajah LinkedIn: https://www.linkedin.com/in/joshratnarajah/ Paradino Website: https://www.app.paradino.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240920
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In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including the firm's accounting and financial planning services, his approach to networking and client acquisition, his expertise in providing financial advice during divorce and separation, and his experience of writing and publishing a book.
Josh Pennell LinkedIn: https://www.linkedin.com/in/thefamilyfinanceguy/ Prosper Advisory Website: https://www.prosperadvisory.com.au/ What Parents Want Book: https://www.amazon.com/What-Parents-Want-financial-happiness/dp/1781337012
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240919
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In this first episode, Peita talks with John O'Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the "Advice 2023: The Big Shift" report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisors to embrace these changes and capitalise on the $2.1 billion advice opportunity.
John O'Mahony LinkedIn: https://www.linkedin.com/in/john-o-mahony-860a2632/ Deen Sanders LinkedIn: https://www.linkedin.com/in/prof-deen-sanders-oam-21b61220/ Advice 2030: The Big Shift: https://www.deloitte.com/au/en/Industries/investment-management/perspectives/advice-2030-the-big-shift.html Deloitte Website: https://www.deloitte.com/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed
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In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions.
Tim Lea LinkedIn: https://www.linkedin.com/in/timothyblea/ Pivot Wealth Website: https://pivotwealth.com.au/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed
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In this episode, Peita talks with Kerry Ong, General Manager - Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability.
Kerry Ong LinkedIn: https://www.linkedin.com/in/kerryong/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed
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In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and provide feedback to shape the future of advice.
Kelli Willmer LinkedIn: https://www.linkedin.com/in/kelli-willmer/ Ensombl Iress Space: https://app.ensombl.com/spaces/12522488/feed
Discover how to boost efficiency and create capacity in your business at https://ensombl.com/go/20240918/
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This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, its origins, features, benefits for financial advisors and clients, future development plans and expanding its reach both domestically and internationally.
George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/ moneyGPS Website: https://moneygps.com.au/ For more information on moneyGPS, call 1300 24 24 42 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240913
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Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company's processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice.
Carlie Thatcher LinkedIn: https://www.linkedin.com/in/carlie-thatcher-4b5515115/ MBS Insurance Website: https://mbsinsurance.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240912
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In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist - Strategy and Research at Vanguard Australia. They explore the key insights from Vanguard's research on how Australians are preparing for and experiencing retirement, including the importance of home ownership, and the role of advisors in addressing concerns around longevity, health, and intergenerational wealth transfer.
Libby Newman LinkedIn: https://www.linkedin.com/in/libbysnewman/ Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/
Download our 2024 How Australia Retires report here: https://ensombl.com/go/20240911
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In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue the conversation on retirement planning in Australia, including the impact of the cost of living crisis, home ownership trends, balancing family support with personal financial needs, the importance of early engagement with clients, and the barriers to seeking financial advice.
BFG Financial Services Website: https://www.bfg.au/ Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/
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Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his journey in building the Bell Partners financial services group, including its expansion into regional areas, innovative use of technology, focus on culture and team development, and commitment to giving back to the community.
Brett Taggart LinkedIn: https://www.linkedin.com/in/brett-taggart-41882211/ Bell Partners Website: https://www.bellpartners.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240910
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In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in which each style can shine. Taking a trip through time and around the world, our experts demonstrate how the two styles can complement each other to deliver superior client portfolio outcomes.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Libby Newman LinkedIn: https://www.linkedin.com/in/libbysnewman/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240909/
To learn more about combining the power of passive and the advantage of active, download Vanguard’s guide to core-satellite portfolio construction here: https://ensombl.com/go/2-20240909/
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This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature works as an Australian eSigning and identity verification solution, as well as their customer-focused approach, transparent pricing model, seamless integrations, and commitment to cyber security.
Daniel Edridge LinkedIn: https://www.linkedin.com/in/daniel-edridge/ Annature Website: https://www.annature.com.au/ MyBudget transition to Annature: https://finance.yahoo.com/news/mybudget-announces-transition-annature-more-000000383.html Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240906
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Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and evolved, their growth strategy, client service model, use of technology and AI, investment approach, and the lessons Tim's learned over 11 years of running the practice.
Tim Townsend LinkedIn: https://www.linkedin.com/in/tim-townsend-3114103b/ TownsendCobain Website: https://www.townsendcobain.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240905
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In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisors, and the value of leveraging AI tools to create educational materials and refine your investment approach.
Clint Nice LinkedIn: https://www.linkedin.com/in/clint-nice-07828459/ Profacc Website: https://profacc.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed
Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904
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In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss how he implemented an investment philosophy and managed account solution for his wealth management practice over an 18-month period, involving his team, clients, and external investment professionals.
Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed
Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904
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In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisors, support staff, client relationships, and external stakeholders.
Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed
Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904
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In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. They revisit four recent episodes and discuss the key elements that impressed them the most.
Matt Brown LinkedIn: https://au.linkedin.com/in/matt-brown-84177b63 Neil Younger LinkedIn: https://au.linkedin.com/in/neilyounger Entireti Website: https://entireti.com.au/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Nestworth Website: https://nestworth.com.au/ Avondale Wealth Website: https://www.avondalewealth.com.au/ Bob Reus & Co Website: https://reus.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240903
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In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft and how it's grown, their focus on onboarding and change management, robust cyber security measures, new functionality, and client success stories.
Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Plutosoft Website: https://www.plutosoft.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240830
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Andrew is the Founder at CoreData Group. He and James discuss CoreData's research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia.
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240829
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In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David's career journey from banking to financial planning, the growth and evolution of his firm, its approach to business succession and ownership structure, and the challenges and opportunities currently facing the financial planning industry.
David Gibson LinkedIn: https://www.linkedin.com/in/david-gibson-5a99a618/ Priority Advisory Group Website: https://www.priorityag.com.au/ Captegra Website: https://www.captegra.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240827
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Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode, Trent Masters, portfolio manager at Alphinity Investment Management, joins Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Trent Masters LinkedIn: https://www.linkedin.com/in/trentmasters/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240826
For more information on Alphinity Investment Management visit our website https://ensombl.com/go/2-20240826
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In this week's episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives an update on AstuteWheel, how it can be used to enhance client engagement and streamline processes, and the continued improvements and updates they're consistently making.
AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240823
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Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and development of her business.
Jayde Jenkins LinkedIn: https://www.linkedin.com/in/jayde-jenkins-cfp%C2%AE-80aa66b2/ Bloom Financial Planning Website: https://bloomfinancialplanning.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240822
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In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging technology.
Brett Arnol LinkedIn: https://www.linkedin.com/in/brett-arnol-6185678a/ Viridian Financial Group Website: https://viridianfinancialgroup.com.au/ David Pritchard LinkedIn: https://www.linkedin.com/in/davidjpritchard/
Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821
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In this episode, Jackie Clark and Sue Viscovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability.
Jackie Clark LinkedIn: https://www.linkedin.com/in/jackie-clark-7802345a/ Sue Viskovic LinkedIn: https://www.linkedin.com/in/sueviskovic/ Elixir Consulting Website: https://elixirconsulting.com.au/
Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821
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In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethical considerations.
Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Jeroen Buwalda LinkedIn: https://www.linkedin.com/in/jeroenbuwalda/
Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821
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In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations.
Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the key elements that impressed them the most.
Sue Viscovic LinkedIn: https://www.linkedin.com/in/sueviskovic/ Elixir Consulting Website: https://elixirconsulting.com.au/ Advice Operations Research Report (2024): https://vbp.ac-page.com/advice-operations-research-report-2024 CDM Solutions: https://www.cdmsolutions.com.au/ Engine Room Overhaul: https://elixirconsulting.com.au/engine_room_overhaul/ Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/ Rekab Advice Website: https://rekabadvice.com.au/ Collins SBA Website: https://www.collinssba.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240820
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This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta's mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisors and product manufacturers.
Elemnta Website: https://elemnta.com/ Shaun Green LinkedIn: https://www.linkedin.com/in/shaungreen1/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240816
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Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business.
Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlancashire/ Cargill Financial Website: https://www.cargillfinancial.net.au/
Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240815
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Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build Esencia through merging four firms, his focus on developing talent and client relationships, and his vision for the future of the Australian advice industry.
Matt Fenning LinkedIn: https://www.linkedin.com/in/matthewfenning/ Esencia Wealth Website: https://esenciawealth.com.au/
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In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion.
Bryce Anderson LinkedIn: https://www.linkedin.com/in/bryce-anderson-cfa-5589628/ Joseph Lai LinkedIn: https://www.linkedin.com/in/joseph-lai-130278/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240812
For more information on Ox Capital Management visit our website https://ensombl.com/go/2-20240812
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In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively.
Alex Walker LinkedIn: https://www.linkedin.com/in/alexander-w-32a7b339/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240809
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Paul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast "Financial Autonomy", the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model.
Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Guidance Financial Services Website: https://guidancefs.com.au/ Financial Autonomy Website: https://financialautonomy.com.au/
Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240808
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Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the history and evolution of his multi-disciplinary practice, the importance of creating a positive work environment, fostering a sense of family within the team, and teaching good habits to the next generation. They also explore the potential of new technologies, such as AI and blockchain, to transform the way advice is delivered.
Jake Reus LinkedIn: https://www.linkedin.com/in/jakereus/ Bob Reus & Co Website: https://reus.com.au/
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In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools.
Nga Nguyen LinkedIn: https://www.linkedin.com/in/nga-nguyen-000b1b13/ PortalStack website: https://portalstack.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240802
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Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client waitlists, leveraging technology and outsourcing to improve efficiency, and the benefits of running her own business compared to being an employee.
Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth Website: https://maziwealth.com.au/
Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/
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In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients' needs and preferences, leveraging technology, and building connections.
Joel Harty LinkedIn: https://www.linkedin.com/in/joel-harty/ Paulina Roncevic LinkedIn: https://www.linkedin.com/in/paulina-r-94ab7142/ Jacaranda Financial Planning Website: https://www.jacarandafp.com.au/ Heffron Website: https://www.heffron.com.au/
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This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of the Weel spend management platform, including its use of AI for sales team efficiency, expense management capabilities, subscription management, and the potential for AI to further enhance the platform's functionality.
Cale Bulgin LinkedIn: https://www.linkedin.com/in/cale-bulgin-082211113/ Weel Website: https://letsweel.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240726
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Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca's plans to attract and develop young talent in the financial planning profession.
Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rising Tide Website: https://risingtidefinancial.com.au/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/
Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/
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Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew discuss his career path from lawyer to financial planner, the importance of culture and ethics in the industry, the role of technology and AI in financial advice, and the need for effective dispute resolution and consumer-first practices.
Shail Singh LinkedIn: https://www.linkedin.com/in/shail-singh-8309a920/ AFCA Website: https://www.afca.org.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240723
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This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered tool that turns raw meeting transcripts into compliant file notes. They discuss the features and benefits of Claras.ai, how it can reduce administrative burdens, improve client communication, and maintain consistency in file notes.
Stuart Riddle LinkedIn: https://www.linkedin.com/in/stuartriddle/ Knkt Interactive Website: https://www.knkt.com.au/ Claras Website: https://claras.ai/ Choosing an AI File Note Platform or Tool Checklist: https://help.claras.ai/en/article/checklist-choosing-an-ai-file-note-platform-or-tool-1cmugel/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240719
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Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client's situation and providing realistic advice tailored to their needs.
Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://www.threekings.com.au/
Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/
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Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry into financial planning to building a successful practice focused on client experience, global team management, and sustainable growth.
Avondale Wealth Website: https://www.avondalewealth.com.au/ Fortnum: https://fortnum.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240716
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This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino".
Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240712
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Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression.
Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/ UNICA Wealth Website: https://unicawealth.com.au/ Filenote.ai Website: https://www.filenote.ai/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709
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This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs.
Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/ Bonjoro Website: https://www.bonjoro.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240705
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Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.
Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/ Tribeca Financial Website: https://www.tribecafinancial.com.au/
Register for the All Licensee PD Day on November 26th at ensombl.com/ALPD
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Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.
Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SBA Website: https://www.collinssba.com.au/ PRISM: https://public.prismbrainmapping.com/ Peloton Partners: https://www.pelotonpartners.com.au/ Workato: https://www.workato.com/
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In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features.
Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Finura Group Website: https://finuragroup.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240628
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Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency.
Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/ Securinvest Financial Group Website: https://sifs.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240627
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In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being.
Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/ Russell Collins: https://rics.com.au/about/russell-collins/ FAAA Website: https://faaa.au/ Jim Collins Hedgehog Concept: https://www.jimcollins.com/article_topics/articles/hedgehog-concept-business-sectors.html
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In this episode, Pat talks with Jacqueline Barton, Director at Simple Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement.
Jacqueline Barton LinkedIn: https://www.linkedin.com/in/jacqueline-barton/ Simply Advice Websites: https://advicewebsites.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240621
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Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing.
Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/ Skye Wealth Website: https://www.skye.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240620
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In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting.
Sandra Miller LinkedIn: https://www.linkedin.com/in/sandra-miller-58509a1/ Halstead Financial Services Website: https://halsteadfs.com.au/ Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised outreach and education.
Iain Jeffery LinkedIn: https://www.linkedin.com/in/iain-jeffery-43414214/ Wealthpoint Financial Planning Website: https://www.wealthpointfp.com.au/ Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes.
Adam French LinkedIn: https://www.linkedin.com/in/adampaulfrench/ Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages.
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. The discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and knowledge in the industry.
Iain Rogers LinkedIn: https://www.linkedin.com/in/iainrog/ Nestworth Website: https://nestworth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240618
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In this episode, Jessica Ellerm from HOPE Housing and Bianca Rose from Morningstar join host James Whelan to discuss the nascent but rapidly growing shared equity housing sector. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to home ownership, and our experts explore these in detail, along with the factors driving the complexity and interconnectedness of the Australian property market.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Jessica Ellerm LinkedIn: https://www.linkedin.com/in/jessicaellerm/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
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This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.
Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/ LivePreso Website: https://www.livepreso.com/advice Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships.
Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/ Unite Wealth Website: https://unitewealth.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240613
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In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life.
Jerry Kalogeropoulos LinkedIn: https://www.linkedin.com/in/jerrykalogeropoulos/ Philip Taaffe LinkedIn: https://www.linkedin.com/in/philip-taaffe/ Aptium Website: https://www.aptium.com.au/ Monday.com Website: https://monday.com/
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This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes.
Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/ Retrac Website: https://www.retrac.com.au/ Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale.
Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/ Akambo Financial Group Website: https://www.akambofg.com/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240606
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Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values.
Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Podcast: https://centsability.net.au/podcast/ FAAA Website: https://faaa.au/ The Equanimity Project: https://theequanimityproject.org/
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In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
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In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy.
Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Platformplus Website: https://platformplusams.com.au/ Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163 Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531
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Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience.
Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/ PlanningSolo Website: https://www.planningsolo.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530
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In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time.
James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://fintalkr.com/ German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd9e0c44 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events.
Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/ Integer Financial Group Website: https://www.integerfg.com.au/ Leveraged MD Website: https://www.leveragedmd.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240523
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This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
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This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness".
Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/ Kiandra Website: https://www.kiandra.com.au/ Working Prototype Initiative: https://www.kiandra.com.au/working-prototype Notud: https://www.notud.com/financialplanners OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/
A world of engagement awaits you at Netwealth.
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Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings.
Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ Absolute Wealth Advisers Website: https://www.absolute.sydney/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516
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In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.
Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry.
Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/ Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach.
Devan King LinkedIn: https://www.linkedin.com/in/devan-king/ Ikigai Wealth Website: https://ikigaiwealth.com.au/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this episode, Patrick talks with Andrew Gardner, Founder and Director at Retiremap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients.
Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Retiremap Website: https://retiremap.com.au/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited.
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Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry.
Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/ Angel Advisory Website: https://www.angeladvisory.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509
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With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation methods, and the role it can play within a portfolio.
Ameya Hattangadi LinkedIn: https://www.linkedin.com/in/ameya-hattangadi-cfa-58358615/ Pete Robinson LinkedIn: https://www.linkedin.com/in/pete-robinson-2b70069/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240506
This episode is proudly sponsored by Challenger https://ensombl.com/go/2-20240506
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This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience.
Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/ MOAS Website: https://moasapp.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240503
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Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction.
Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/ Crisp Communications Co Website: https://crispcomms.co Creativity: Uncovered podcast: https://crispcomms.co/creativity-uncovered
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240502
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In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing.
Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
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Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact.
Justin Medcalf LinkedIn: https://www.linkedin.com/in/justinmedcalf/ Ethinvest Website: https://www.ethinvest.com.au/justinmedcalf Tim Fitzpatrick LinkedIn: https://www.linkedin.com/in/tim-fitzpatrick-50ab6b25/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
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In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers.
James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning Website: https://www.justinvest.net.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
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In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris Lang, Financial Adviser and Director of Ethical Choice Investments. They talk about how impact investing has evolved from a niche concept to a more mainstream approach, how impact investing and environment investing are not one and the same, and the different areas clients can have a positive impact on.
Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/ Chris Lang LinkedIn: https://www.linkedin.com/in/chrisblang/ Ethical Choice Investments Website: https://www.ethicalchoice.com.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
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In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice through automation and partnerships.
Emily Shurey (M) LinkedIn: https://www.linkedin.com/in/playfulmarketing/ Employment Hero Website: https://employmenthero.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240426
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Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their investment philosophy and process.
Josh Derrington LinkedIn: https://www.linkedin.com/in/josh-derrington-43720158/ Alvia Partners Website: https://alviapartners.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240425
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most.
Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock Wealth Website: https://sherlockwealth.com/ Peloton Partners: https://www.pelotonpartners.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240423
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In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Richard Rauch LinkedIn: https://www.linkedin.com/in/richard-rauch-cfa-a8991020/ Brandywine Global Website: https://brandywineglobal.com/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240422
Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20240422
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This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ MoneyMind Profile Website: https://www.moneymindprofile.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419
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In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/ First Financial Website: https://firstfinancial.com.au/
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Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future of the industry.
Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/ Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/ Finito Website: https://www.finito.com.au/ EOS Worldwide Website: https://www.eosworldwide.com/ Rocket Fuel by Gino Wickman and Mark C. Winters: https://rocketfueluniversity.com/rocket-fuel-book/ Infinite Game by Simon Sinek: https://simonsinek.com/books/the-infinite-game/
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This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools.
James Rose LinkedIn: https://www.linkedin.com/in/jamesrose0/ Content Snare Website: https://contentsnare.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited
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Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business.
Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/ Cardena Website: https://www.cardena.com.au/
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Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations.
Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/ Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly Australian Investors Podcast: https://podcasts.apple.com/us/podcast/australian-investors-podcast/id1414707038
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This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features.
Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/ FinMate AI Website: https://www.finmate.ai/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited
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Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice.
Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-the-wealth-mentor/ The Wealth Mentor Website: https://www.wealth-mentor.com.au/ Aureus Financial Website: https://www.aureusfinancial.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240404
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In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community.
Calder Wealth Management Website: https://www.calderwm.com.au Ben Calder LinkedIn: https://www.linkedin.com/in/benicalder/ Ivana Sanzari LinkedIn: https://www.linkedin.com/in/ivana-sanzari-abb03033/ Herbers Diamond Structure: https://www.herbersandcompany.com/diamond-teams
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In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations.
Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/ Tele-Sense Website: https://www.tele-sense.com.au/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals
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This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors.
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Nathan Fradley Website: https://www.nathanfradley.com.au
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240328
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In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences among younger generations.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Harry Mantzouratos LinkedIn: https://www.linkedin.com/in/harry-mantzouratos-8670781/ Much More Than Money Website: https://muchmorethanmoney.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this.
Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/ Robert Daniele LinkedIn: https://www.linkedin.com/in/robert-daniele/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawyers to effectively educate families and mediate complex issues throughout the process.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/ Amplify Wealth Website: https://www.amplifywealth.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a smooth transition of wealth from one generation to the next.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/ Precision Financial Website: https://www.precisionfinancial.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.
Andrew Sherlock LinkedIn: https://www.linkedin.com/in/andrew-sherlock-adviser/ Jacqui Sherlock LinkedIn: https://www.linkedin.com/in/jacqui-sherlock/ Sherlock Wealth Website: https://sherlockwealth.com/ Slipstream Group: https://slipstreamgroup.com.au/ Jenny Pearse: https://www.linkedin.com/in/jennypearse/ Peloton Partners: https://www.pelotonpartners.com.au/ Lavista: https://www.lavista.com.au/ Vivere Group: https://viveregroup.com.au/ Mastering the Rockerfeller Habits: https://scalingup.com/book-mrh/
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This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future.
Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/ Upworth Website: https://upworth.com.au/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322
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Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees.
Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recruitment Solutions Website: https://fsrecruitmentsolutions.com.au/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240321
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In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.
Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Engagement Hub Website: https://engagementhub.net/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315
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Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor.
Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240314
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This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding.
Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/ Workato Website: https://www.workato.com/ Luke's AI Video: https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7150654578265374722 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240308
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James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing his team.
James Rawlings LinkedIn: https://www.linkedin.com/in/james-rawlings-1281072/ DW Private Wealth LinkedIn: https://www.dwprivatewealth.com.au/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240307
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In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices.
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Collins SBA Website: https://www.collinssba.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301
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This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries.
James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: http://www.firstfinancial.com.au/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240229
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This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists.
Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors.
To access Capital Preferences research, check out their risk profiler and get your first month free, click here: https://hubs.la/Q02lRQmC0
Capital Preferences Website: https://capitalpreferences.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Curiosity Corner (Snappy Kraken): https://snappykraken.com/state-of-digital?utm_source=website&utm_medium=homepage Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Send Peita a voice message here: https://www.speakpipe.com/PeitaD
"Not So Odd Couples" Study: https://capitalpreferences.com/not-so-odd-couples-crafting-an-equitable-advice-experience-for-modern-couples
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240223
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Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions.
Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/ FinConnect Advisory Group Website: https://www.finconnectadvisorygroup.com.au/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20230222
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This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences.
Suitability Hub Website: https://www.suitabilityhub.com/ Recep Peker LinkedIn: https://www.linkedin.com/in/recep-peker/ Curiosity Corner (Gummy Search): https://gummysearch.com/product/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Send Peita a message here: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240216
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Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation.
Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240215
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In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over aesthetics.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Fox and Hare Website: https://foxandharewealth.com/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://www.cooeewealth.com.au/ Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/ Kofkin Bond Website: https://www.kofkinbond.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar’s Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different market cycles. The processes used by contrarian investors to find value, and the importance of style diversification in portfolios, is also explored.
Ryan Murphy LinkedIn: https://www.linkedin.com/in/ryan-murphy-77245b2/ Orbis Investment LinkedIn: https://www.linkedin.com/company/orbis-investment-advisory/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240212
Learn how investing differently can transform your clients' long-term wealth. https://ensombl.com/go/2-20240212
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In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice.
Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Tristan Bowman LinkedIn: https://www.linkedin.com/in/tristan-bowman-085a3064/ James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240209
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Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how advisors can work together with aged care navigators to help clients better navigate Australia's complex aged care system and access support programs that can keep older loved-ones independent at home for longer.
Coral Wilkinson LinkedIn: https://www.linkedin.com/in/coral-see-me-aged-care-navigators/ See Me Aged Care Navigators Website: https://www.seemeacn.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240208
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In today's episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the support platform, its various features, and how it can be used to help in connecting with advisors, paraplanners and admin assistants.
Tanngo Website: https://tanngo.com.au Melanie Drago LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/ Curiosity Corner (Taskheat): https://eyen.fr/taskheat/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Send Peita a message here: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240202
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Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various roles in the financial advice industry to his current role, where he helps clients with superannuation, insurance, and investments while working remotely from home.
Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/ True Wealth Website: https://www.truewealth.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240201
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In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this.
Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/ David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/ SPIVA: https://www.spglobal.com/spdji/en/research-insights/spiva/ DALBAR: https://www.dalbar.com/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals.
David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this.
Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/ Teneale Laister LinkedIn: https://www.linkedin.com/in/teneale-laister-4a3a3850/ Alman Partners Website: https://www.alman.com.au/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation.
Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for different asset classes.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ David Macri LinkedIn: https://www.linkedin.com/in/david-macri-cfa-30a2902/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240129
To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20240129
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In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future.
Padua Website: https://www.paduasolutions.com/ Anne-Marie Esler LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ Original Padua episode: https://ensombl.com/podcasts/advicetech23/ Curiosity Corner (Forekast) Website: https://forekast.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240126
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Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office.
Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/ McQueen Group Website: https://www.mcqueengroup.com.au/
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This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients.
Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240119
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John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice.
John Manserra LinkedIn: https://www.linkedin.com/in/john-manserra/ Apex Advice Website: https://apexadvice.com.au/
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Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give clients the confidence to re-enter FI markets.
James Foot LinkedIn: https://www.linkedin.com/in/james-foot-b8609b20/ Robert Mead LinkedIn: https://www.linkedin.com/in/rob-mead-a7b200109/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240115
Find out more about PIMCO’s active approach to fixed income investing, visit https://ensombl.com/go/2-20240115
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This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors.
AdviceGPT Website: https://www.icomply2.com.au/advicegpt Anthony Lyon: https://www.linkedin.com/in/anthony-lyon-2463446a Original iComply episode: https://ensombl.com/podcasts/advicetech19 Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231215
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David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products.
David Orford LinkedIn: https://www.linkedin.com/in/david-orford/ Optimum Pensions Website: https://www.optimumpensions.com.au/
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In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant.
Personr Website: https://www.personr.co/ Charlie Westerman: https://www.linkedin.com/in/charlie-westerman/ Curiosity Corner (Wonderplan ): https://wonderplan.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231208
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Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for top-performing advisors.
Aaron Kane LinkedIn: https://www.linkedin.com/in/aaron-kane-58a94744/ EK Financial Group Website: https://ekfinancialgroup.com.au/
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Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients.
Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/ Blueprint Wealth Website: https://www.bpwealth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231205
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Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204
To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204
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In this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients invest in property, while also working with financial advisors to provide their clients with transparent property investment solutions.
PropHero Website: https://prophero.com.au/ Mickael Roger LinkedIn: https://www.linkedin.com/in/mickaelyroger/ Curiosity Corner (Famewall): https://famewall.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231201
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Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he managed to spent three back-to-back ski season's overseas while contract paraplanning.
Billy Norman LinkedIn: https://www.linkedin.com/in/billynormanfp/ Link Wealth Group Website: https://www.linkwealth.com.au/
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In this episode, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting up an insurance policy for success through getting comfortable with difficult medical conversations, managing client expectations throughout the process, and by finding the value in the insurance policy over its lifetime.
Anita Muecke LinkedIn: https://www.linkedin.com/in/anitamuecke/ AVA Insurance Consulting Group Website: https://avaicg.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129
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Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of living pressures and increasing insurance premiums.
Hayden White LinkedIn: https://www.linkedin.com/in/haydenwhite/ Poole and Partners Website: https://pooleandpartners.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129
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In this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claims experience to differentiate your client experience, including developing a clear claim process, and by maintaining positive communication with your clients.
Alex Braun LinkedIn: https://www.linkedin.com/in/abraunlifeinsurancespecialist/ Halstead Financial Services Website: https://halsteadfs.com.au/ Andrew Morrison LinkedIn: https://www.linkedin.com/in/andrew-morrison-060482a/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129
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In this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own mental health, and how they can help their clients in the event of a claim or stressful circumstance.
Glenn Baird LinkedIn: https://www.linkedin.com/in/glenn-baird-1781a181/ TAL Australia Website: https://www.tal.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129
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In this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to client onboarding and tech stack.
Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Belinda Dalton LinkedIn: https://www.linkedin.com/in/belinda-dalton-603612146/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ The WID Factor: https://www.thewidfactor.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231128
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In this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial advisors and their clients learn more about ethical investing and direct investments towards sustainability issues.
Altiorem Website: https://altiorem.org/ Alexandra Brown LinkedIn: https://www.linkedin.com/in/ethicalinvest/ Curiosity Corner (Waterdo): https://waterdo.seekrtech.com/en/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231124
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Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing.
Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/ 2020 Wealth: https://2020-wealth-pty-ltd.business.site/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231123
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This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool.
Paraplanner.ai Website: https://www.paraplanner.ai/ Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/ Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Curiosity Corner (Sleeptown): https://sleeptown.seekrtech.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231117
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Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need through her role as Chair of the Pro Bono Financial Advice Network.
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Nicola Beswick Website: https://www.nicolabeswick.com/ FMD Financial Website: https://www.fmd.com.au/ Pro Bono Financial Advice Network Website: https://www.probonoadvice.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231116
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In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals.
Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/ Wealthyer Website: https://wealthyer.com.au/ Shachar Kariv Profile: https://www.econ.berkeley.edu/faculty/825 Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115
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In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included.
Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/ Innovative Wealth Solutions Website: https://www.iwsonline.com.au/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115
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In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice.
Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/ Treysta Wealth Website: https://www.treystawealth.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
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In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews.
Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/ Financial Lifestyle Managers Website: https://flm.com.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most.
Elixir Consulting Website: https://elixirconsulting.com.au/ RI Advice Website: https://rilowerhunter.com.au/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Lifebid Website: https://lifebid.com.au/ MBS Insurance Website: https://mbsinsurance.com.au/ Centaur Financial Services Website: https://centaurfinancial.com.au/ The Great Game of Business: https://www.greatgame.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231114
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In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot.
Microsoft 365: https://www.microsoft.com/en-au/microsoft-365 The Wealth Network Website: https://www.wealthnetwork.net.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ Curiosity Corner (TripIt): https://www.tripit.com/web Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Zoom Terms and Conditions Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_i-must-confess-i-have-never-been-a-fan-of-activity-7100031983203880960-noGt/ Edge Copilot Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_edge-copilot-gamechanger-activity-7122025825792638976-uBTn/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231110
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John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions.
John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231109
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This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business.
Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/ Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/ Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbarr/ Security In Depth: https://securityindepth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231107
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In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the sector.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231106
Visit our website to learn more about Lennox Capital Partners. https://ensombl.com/go/2-20231106
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This week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data.
Cyber Collective Website: https://www.thecybercollective.com.au/ Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ Curiosity Corner (Fake You): https://fakeyou.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231103
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Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games.
Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/ The Adviser Games Website: https://www.theadvisergames.com.au/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231102
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Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team.
Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/ CBD Advisory Website: https://www.cbdadvisory.com.au/ ASVW Financial Services: https://asvwfs.com.au/ Real Business Matters: https://realbusinessmatters.com.au/ One Minute Manager: https://www.amazon.com.au/Minute-Manager-Kenneth-Blanchard-Ph-D/dp/074350917X
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231031
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This week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information.
HeirWealth Website: https://www.heirwealth.com/ Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193 Curiosity Corner (Forgotify): https://forgotify.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231027
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Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice.
Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/ Purpose Planning Website: https://www.purposeplanning.com.au/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231026
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In this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry.
David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231024
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Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023
For more information on ClearBridge Investments contact our team here https://ensombl.com/go/2-20231023
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This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future.
Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/ Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231020
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Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent.
Chris Young LinkedIn: https://www.linkedin.com/in/chrisyoungcyfa/ CY Financial Advice Website: https://cyfinancialadvice.com.au/ CIFAA Website: https://cifaa.asn.au/
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In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this.
Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Website: https://centsability.net.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling.
Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/ Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/ Purpose Advisory Website: https://purposeadvisory.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market.
Tim Henry LinkedIn: https://www.linkedin.com/in/henrytim/ Aspire Planning Website: https://www.aspireplanning.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when they're performing optimally.
Marshall Ross LinkedIn: https://www.linkedin.com/in/marshall-ross/ MLC Insurance Website: https://www.mlcinsurance.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most.
Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Economics Scholarship Program. If you - or someone you know - would love to do the course to assist them to enter, re-enter and achieve leadership roles across financial services, but can’t afford the $2,500 fee (able to demonstrate financial need), they can apply for one of the scholarships through the FAAA. Details are all on the website.
The Practice Managers Training Program: https://elixirconsulting.com.au/practice-manager-training-program/
Elixir Consulting Website: https://elixirconsulting.com.au/ Moran Partners Financial Planning Website: https://www.moranfp.com.au/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Pivot Wealth Website: https://pivotwealth.com.au/ Evalesco Website: https://evalesco.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231017
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In this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the future.
ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ Original ProductRex episode: https://ensombl.com/podcasts/advicetech7/ Curiosity Corner (Gametize) website: https://gametize.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231013
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Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion.
Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/ Akambo Financial Group Website: https://www.akambofg.com/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231012
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Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team.
Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/ Centaur Financial Services Website: https://centaurfinancial.com.au/ "The Flywheel Effect": https://www.jimcollins.com/concepts/the-flywheel.html "Mastering the Rockefeller Habits": https://scalingup.com/book-mrh/ "The 7 Habits of Highly Effective People": https://www.franklincovey.com/the-7-habits/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231010
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Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rises, Fixed Income is primed to bounce back as the bedrock of many portfolios and strategies, but an expert hand is still needed to sort the heroes from the villains.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Chris Siniakov LinkedIn: https://www.linkedin.com/in/chris-siniakov-8a371823/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231009
Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20231009
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This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes.
Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/ Curiosity Corner (Pi): https://pi.ai/talk Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231006
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Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches.
Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231005
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In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition.
Jenny Brown LinkedIn: https://www.linkedin.com/in/jennybrownjbs/ JBS Financial Website: https://jbsfinancial.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.
James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/ Enlightened Financial Solutions Website: https://www.efsmackay.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement.
Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/ Sonas Wealth Website: https://www.sonaswealth.com.au/ The SMSF Coach Website: https://smsfcoach.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing.
Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/ Allianz Retire+ Website: https://www.allianzretireplus.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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Drew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry.
Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/ MBS Insurance Website: https://mbsinsurance.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://www2.xyadviser.com/fshcwt
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This week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process.
Oko Adviser discount code: Ensombl10
Oko Adviser Website: https://www.okoadviser.com/ Tom Culver: https://www.linkedin.com/in/tomculver1 Curiosity Corner (McCrindle): https://mccrindle.com.au/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230929
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Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has in the future of advice.
Jeff Thurecht LinkedIn: https://www.linkedin.com/in/jeffthurecht/ Evalesco Website: https://evalesco.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230928
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This week, Andrew is joined by Brett Wright, Founder at Lifebid. They take a look at how the business came together, life insurance industry challenges and potential solutions, and integrating life insurance advice with other financial services products and the technology required to do so.
Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ Lifebid Website: https://lifebid.com.au/ Crowdfund Link: https://www.strideequity.com.au/offer/lifebid-holdings-pty-limited
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230926
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James Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-438b1512/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20230925
Learn more about Macquarie Asset Management. https://ensombl.com/go/2-20230925
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Macquarie Disclaimer – https://www.ensombl.com/mam-disclaimer/
In this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians by connecting consumers with trusted financial experts.
Finito Website: https://www.finito.com.au/ Thabojan Rasiah: https://www.linkedin.com/in/thabojanrasiah/ Matt Boyd: https://www.linkedin.com/in/matthew-boyd-vollie/ Curiosity Corner (Fathom): https://fathom.video/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230922
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Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success.
Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230921
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In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients.
Glen Reilly LinkedIn: https://www.linkedin.com/in/glenreilly/ Fitzpatricks Private Wealth Website: https://fitz.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230919
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This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo's digital interaction workspaces, and how it can reduce churn and increase client retention by streamlining processes.
Moxo Website: https://www.moxo.com/ Moxo’s Regional Director - Australia & New Zealand - Fedja Selimovic: https://www.linkedin.com/in/fedjaselimovic/ Curiosity Corner (Airpano): https://www.airpano.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230915
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Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the future of artificial intelligence within paraplanning practices.
Silvia Wade LinkedIn: https://www.linkedin.com/in/silviawade/
Mutual Plans Website: https://mutualplans.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230914
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In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva's design tools and templates to empower your business.
Canva Website: https://www.canva.com/
Donna Moritz LinkedIn: https://www.linkedin.com/in/donnamoritz/
Socially Sorted Website: https://www.sociallysorted.com.au/
Curiosity Corner (Dynamic QR Codes/Hovercode): https://hovercode.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230907
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Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor.
Maks Mashkivskyy LinkedIn: https://www.linkedin.com/in/maks-mashkivskyy-281937108/ CBD Advisory Website: https://www.cbdadvisory.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230907
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In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice.
Pat Flynn's Website: https://patrickflynn.info/ Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230901
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Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use.
Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/
Grimsey Wealth Website: https://www.grimsey.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230831
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This week we cover the Jackson Hole Economic Symposium, Global PMI data, Australian and New Zealand reporting season, Iress, IDP Education, Coles, EBOS, Auckland Airport, and Precinct properties.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year.
Asendium Website: https://www.asendium.com/
Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/
Original Asendium episode: https://ensombl.com/podcasts/advicetech24/
Curiosity Corner (Career Roast): https://6figr.com/career-roast
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230825
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Michael is a Business Coach and the Founder of Human to Human. He talks to James about how he got into the advice industry, how the engagement process works with clients, what makes for a good development plan, and how to bring more structure to your business.
Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/
Human to Human Website: https://humantohuman.com.au/
Realise Program: https://humantohuman.com.au/realise/
Discover intelliflo for yourself by visiting https://ensombl.com/go/20230824
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In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success.
Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
Mason Stevens Website: https://masonstevens.com.au/
Andrew Height LinkedIn: https://www.linkedin.com/in/andrew-height-816ab62b/
Height Capital Website: https://heightcapital.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process.
Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/
Moran Partners Website: https://www.moranfp.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey.
Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645
Allied Wealth Website: https://www.alliedwealth.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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In this final episode, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de Maid, Investment Director at BlueRock. They talk over the benefits of utilising an outsourced CIO and how by bringing in external expertise, the committee is able to take advantage of different investment perspectives and give advisers in the business their time back.
Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
Mason Stevens Website: https://masonstevens.com.au/
Gareth de Maid LinkedIn: https://www.linkedin.com/in/gareth-de-maid-834b93106/
BlueRock Website: https://www.bluerock.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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This week we cover the RBA cash rate decision, Australian employment data, the RBNZ’s interest rate decision, US July FOMC minutes, Walmart, Carsales, Seek, and Contact Energy.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita is joined by Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, and how it can be used to increase business productivity, employee wellness and retention, and ensure diversity and inclusion.
Impacter Website: https://financy.com.au/impacter/
Bianca Hartge-Hazelman LinkedIn: https://www.linkedin.com/in/biancahhfinancy
Curiosity Corner (Futurepedia): https://www.futurepedia.io/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230818
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Steve is the Managing Director at Link Wealth Group. He and James talk about how his business went from just himself to now a team of about fifty, the adviser training academy they have built, and their social media marketing activities.
Steve Sloane LinkedIn: https://www.linkedin.com/in/stevesloanefinadviser/
Link Wealth Group Website: https://www.linkwealth.com.au/
Discover intelliflo for yourself by visiting https://ensombl.com/go/20230817
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Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and Andrew chat about the genesis of his business, where the advice industry is going in the future, and why he decided to write his book on estate planning.
Gil Gordon LinkedIn: https://www.linkedin.com/in/gordongil/
RI Advice Website: https://rilowerhunter.com.au/
Estate Planning For Life Website: https://estateplanningforlife.com.au/
"The Bugger Went and Died on Me" Book: https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230815
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This week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG Private Equity.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech insights she's picked up along the way.
You can send your AdviceTech questions and feedback to: https://www.speakpipe.com/PeitaD
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230811
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In this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss his advice process and how he's managed to structure a sustainable one-advisor business.
Jonathan Mannion LinkedIn: https://www.linkedin.com/in/jonathonmannion/
Sandringham Wealth Website: https://www.sandringhamwealth.com.au/
Discover intelliflo for yourself by visiting https://ensombl.com/go/20230810
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This week we cover China dropping the Barley tariffs, the US Core PCE Index, the Michigan Consumer Sentiment survey, ISM manufacturing data, Suncorp, RMD, and TPG telecom.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience.
Lumiant Website: https://www.lumiant.io/
Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/
Curiosity Corner (AI Playground): https://sdk.vercel.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230804
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Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when transitioning from South Africa to Australia as a financial advisor.
Daniel Nel LinkedIn: https://www.linkedin.com/in/danielnel/
Tribeca Financial Website: https://www.tribecafinancial.com.au/
Discover intelliflo for yourself by visiting https://ensombl.com/go/20230803
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Belinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the hood of Evalesco, including their focus on client experience, pod system, tech stack, and maximizing the performance of their team.
Belinda Marley-Wallace LinkedIn: https://www.linkedin.com/in/belindamarleywallace/
Evalesco Website: https://evalesco.com.au/
Encore Advisory Group Website: https://www.encoreadvisorygroup.com.au/
Performance Advisory Group Website: https://performanceadvisorygroup.com.au/
Barviacan Recruitment Website: http://www.barbicanrecruitment.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230801
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This week we cover the US PCE price index, Australian CPI data, the Bank of Japan, Megaport, and Macquarie Bank.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools and features of the cloud based platform designed to simplify AFSL compliance, and finding the balance between commercial and compliance.
3Lines Website: https://3Lines.com.au/
Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/
Curiosity Corner (folk): https://www.folk.app/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230728
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This week, James chats with Daniel Jackson and Jennifer Laing from Modern You Financial Planners. They discuss the transition from the professional year into advice, and working remotely.
Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/
Jennifer Laing LinkedIn: https://www.linkedin.com/in/jennifer-laing-92549b1a7
Modern You Financial Planners Website: https://www.modernyoufp.com/
Discover intelliflo for yourself by visiting https://ensombl.com/go/20230727
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This week we cover US earnings, UK CPI data, the Australian labour market, New Zealand CPI data, Flight Centre, Ampol, Northern Star, and Vulcan Steel.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features and functions of Retiremap, and how it can be used by advisors to increase productivity and client engagement, and reduce overheads and data entry.
Retiremap Website: https://retiremap.com.au/
Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/
Curiosity Corner (Machined): https://machined.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230721
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Dawn is a Financial Adviser at The Wealth Designers. She and James discuss finding your voice in the advice industry, showing up and being yourself, and taking ownership of your success.
Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/
The Wealth Designers Website: https://twd.com.au/
Your Money Story Podcast: https://podcasts.apple.com/au/podcast/your-money-story/id1555980141
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Ben is an author, Founder and Financial Advisor at Pivot Wealth. He joins Andrew to chat about starting Pivot Wealth, setting up the advice process for success, and what he's got planned for the future.
Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/
Pivot Wealth: https://pivotwealth.com.au/
Mo Money Podcast: https://podcasts.apple.com/au/podcast/mo-money/id1504054172
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This week we cover Phillip Lowe stepping down as RBA Governor, US June inflation, the University of Michigan consumer sentiment, the NFIB business optimism index, UK employment data, the RBNZ interest rate decision, Viva Energy, Neuren pharmaceuticals, and Megaport.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, what the learning path was, and how they can help advisors give their clients easier access to advice.
Scientiam Website: https://scientiam.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Curiosity Corner (EarlyBird): https://earlybird.im/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely.
Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/
Verse Wealth Website: https://www.versewealth.com.au/
FAAA Website: https://faaa.au/
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In this week's episode, Andrew is joined by Ben Donald and Sian Shaw from Austbrokers Life. They deep dive into the key efficiency in the business, how they've structured their practice, and how they grow and strengthen their team.
Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/
Sian Shaw LinkedIn: https://www.linkedin.com/in/sian-shaw-44358143/
Austbrokers Life Website: https://www.austbrokerslife.com.au/
Lifebid Website: https://lifebid.com.au/
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This week we cover RBA rates, US employment data, the ASX200, M&A activity, JLG, Suncorp, and Redox.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world of advicetech when it comes to the client value proposition.
Netwealth Website: https://www.netwealth.com.au/web/advisers/
Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Ben is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working on a thesis that looks at the barriers to accessing financial advice. Ben and James discuss the findings of his research, and why advisors should be moving towards a model of self-development.
Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/
Neilson & Co Wealth Website: https://www.neilsonwealth.com.au/
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In this installment of the Engine Room Unpacked, Andrew and Dean revisit the next handful of episodes and highlight the standout elements that impressed them the most.
Pride Advice Website: https://prideadvice.com.au/
BBFP Website: https://www.bbfp.com.au/
Echelon Front Website: https://echelonfront.com/
Yarra Lane Website: https://www.yarralanegroup.com.au/
Absolute Wealth Advisers Website: https://www.absolute.sydney/
WealthShore Website: https://www.wealthshore.com.au/
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This week we cover Australian CPI data and retail sales, Collins Foods, Harvey Norman, Wallgreens, and Nike.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss the tools and resources that Aged Care Steps provides to advisors, and how they can be utilised to build stronger relationships with clients who are transistioning to the next stage of life.
Aged Care Steps Website: www.agedcaresteps.com.au
Louise Biti LinkedIn: https://www.linkedin.com/in/louise-biti-a662607/
Curiosity Corner (Rows): https://rows.com/ai
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Bruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to communicate better with your audience, and the difference between advice reputation and advisor reputation.
Bruce Madden LinkedIn: https://www.linkedin.com/in/bruce-madden/
Madden & Assoc. Website: https://madden.com.au/
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Tim is the Managing Director at Infinity Financial Consultants. He and Andrew chat about his journey from employee to boss, the tools he's currently using, and building a rewarding and flexible team environment.
Tim Benson LinkedIn: https://www.linkedin.com/in/tim-benson-25836042/
Infinity Financial Consultants Website: https://www.infinityfc.com.au/
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This week we cover the US stock market decline, the Bank of England interest rate hike, UK inflation, European flash PMI data, Flight Centre, Fletcher, and EROAD.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230626 and subscribe so you don’t miss any episodes.
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This week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey.
Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer
William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/
Curiosity Corner (Streamyard): https://streamyard.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women.
Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/
Fox & Hare Website: https://foxandharewealth.com/
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In this first episode of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices.
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Boutique Advisers Website: https://boutiqueadvisers.com.au/
Sufficient Funds Website: https://sufficientfunds.com.au/
Peoplogica Wesbite: https://www.peoplogica.com/
Wealth Logic Website: https://www.wealthdynamics.com/
Verse Wealth Website: https://www.versewealth.com.au/
EJM Website: https://www.ejm.com.au/
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This week we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 and subscribe so you don’t miss any episodes.
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This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors.
REVEX Website: https://revex.net.au/
Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/
Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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In this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year.
Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/
First Financial Website: https://firstfinancial.com.au/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615
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This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of "turning chaos into calm".
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/
Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/
Moran Partners Financial Planning Website: https://www.moranfp.com.au/
iFactFind Website: https://ifactfind.com.au/
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This week we cover the June RBA interest rate decision, Australian Q1 GDP growth, European Q1 GPD, the China inflation print, EBOS, Infratil, Auckland International Airport, and Baby Bunting.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230612 and subscribe so you don’t miss any episodes.
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In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep dive into the revenue management tool, how it can be folded into your advice practice, and where they're headed in the future.
Feezily Website: https://www.feezily.com/
Chris Colman LinkedIn: https://www.linkedin.com/in/chriscolman/
Curiosity Corner (SankeyArt): https://www.sankeyart.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230609
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David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees.
David Harris LinkedIn: https://www.linkedin.com/in/david-harris-83930b34/
Advice Evolution Website: https://www.adviceevolution.com.au/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230608
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In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network.
Brad Rogers LinkedIn: https://www.linkedin.com/in/bradley-rogers-06808487/ WealthShore Website: https://www.wealthshore.com.au/
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This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, the Bank of Queensland, and the anticipation of the RBA meeting outcome.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230605 and subscribe so you don’t miss any episodes.
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In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice.
Yodal Website: https://yodal.com.au/ Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/ Curiosity Corner (Drawify): https://drawify.com/home Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
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Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the industry is headed in the future.
Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://www.truedirection.com.au/about-us
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230601
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This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed in the future, and the people, values and culture aspects of the business.
Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ Anganwadi Project Website: https://www.anganwadiproject.com/ B1G1 Website: https://b1g1.com/ AACP Website: https://www.collaborativeaustralia.com.au/
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This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230529 and subscribe so you don’t miss any episodes.
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In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl Podcast. They discuss using TikTok to reach a new audience, and how to attract the right audience to your content.
Tiktok Website: https://www.tiktok.com/ James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ James Wrigley TikTok: https://www.tiktok.com/@iamjameswrigley Curiosity Corner (Llama Life): https://llamalife.co/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230526
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Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abilities, rather than replacing them.
Justin Lucas LinkedIn: https://www.linkedin.com/in/justin-lucas-18349715/ Koda Capital Website: https://kodacapital.com/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230525
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This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business.
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Yarra Lane Website: https://www.yarralanegroup.com.au/
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This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 and subscribe so you don’t miss any episodes.
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In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth.
Xeppo Website: https://xeppo.com.au/financial-planners/ Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/ Curiosity Corner (Opal): https://www.opal.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved.
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Master Your Money Now Website: https://masteryourmoneynow.com.au/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518
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This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team.
Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ BBFP Website: https://www.bbfp.com.au/ Landmark Forum: https://landmarkworldwidemelbourne.com/ Echelon Front: https://echelonfront.com/
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This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget.
This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515
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In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence.
MUA Website: https://www.wemua.com/ Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/ Curiosity Corner (Spoke): https://spoke.app/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video.
Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123 The Cyber Collective Website: https://www.thecybercollective.com.au/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230511
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This week, Andrew is joined by Brett Schatto, CEO at Pride Advice. They lift the lid on his practice and talk about how he went from investigating financial services as a detective to actually being in financial services. Brett also talks about how he developed the culture of his business, and how they support their ideal client base.
Brett Schatto LinkedIn: https://www.linkedin.com/in/brettschatto/ Pride Advice Website: https://prideadvice.com.au/
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This week we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the EBC meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources.
This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230508
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In this episode, Peita is joined by David Spiteri, Founder and Owner of Life Tech Assist. They talk through the features of the insurance technical support service that provides advisors with independent assistance with life insurance queries, and the tools they supply to assist clients with the claim process.
Life Tech Assist Website: https://www.lifetechassist.com.au/ David Spiteri LinkedIn: https://www.linkedin.com/in/david-spiteri-life-tech-assist/ Curiosity Corner (My Social): https://mysocial.ai/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230505
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Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying process for clients, and how the right process and compliance regime will make sure you are working to the right standard.
Tony Smilevski LinkedIn: https://www.linkedin.com/in/tonysmilevski/ Tony Insurance Website: https://tonyinsurance.com.au/
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This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia.
Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Website: https://www.ejm.com.au/
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This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles.
This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230501
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This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice.
CDM Solutions Website: https://www.cdmsolutions.com.au/ Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/ Curiosity Corner (My Mind): https://mymind.com Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230428
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Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice.
Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/ AZ Next Generation Advisory Website: https://www.aznga.com/
Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230427
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Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients.
Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/ OKR Introduction: https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/
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This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos.
This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230424
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This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content.
Feedsy Website: https://www.feedsy.info/ Steve Holmes: https://www.linkedin.com/in/steverholmes/ Curiosity Corner (Blinq): https://blinq.me/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230421
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Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care advice.
Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/
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In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He talks about his journey from "insufficient funds" to Sufficient Funds, how he built and serves his current client base, and how he measures and celebrates success with his team.
James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ Sufficient Funds Website: https://sufficientfunds.com.au/ Peoplogica Wesbite: https://www.peoplogica.com/ Wealth Logic Website: https://www.wealthdynamics.com/
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This week we cover US inflation data, US PPI data, Australian employment data, Australia's potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal.
This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230417
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This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of the Moneysoft technology, and how it can be used to create further efficiencies for advisors and close the advice gap for their clients.
Moneysoft Website: https://www.moneysoft.com.au/ Jon Shaw LinkedIn: https://www.linkedin.com/in/jonathanstuartshaw/ Curiosity Corner (Muse App): https://museapp.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230414
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Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to get started today.
Celia Polkinghorne LinkedIn: https://www.linkedin.com/in/celia-polkinghorne-copywriter-marketing-strategist/ Bonsai Digital Marketing Website: https://bonsaidigitalmarketing.com/
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Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the "business of the business", how they've shaped their workplace culture, and how they've maintained success in their practice.
Belinda Good LinkedIn: https://www.linkedin.com/in/belinda-good-5539013b/ Boutique Advisers Website: https://boutiqueadvisers.com.au/
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This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy.
This market highlight is proudly brought to you by Milford: http://www2.xyadviser.com/kl5st8
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In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement.
MyProsperity Website: https://www.myprosperity.com.au/ Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/ Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4 Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu
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Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has developed over the past couple of years, why she's introduced the Money Mode School, work-life balance and knowing when you need support.
Renae Vercoe LinkedIn: https://www.linkedin.com/in/renaevercoe/ Money Mode Wesbite: https://moneymode.com.au/
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Mitchell is the Group General Manager at Coastal Advice Group. He sits down with Andrew to lift the lid on the structure and culture of the business, how they've built their team, and how they attract the ideal client base.
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: http://zurich.com.au/adviserportal
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This week we cover the US Core PCE index, the University of Michigan consumer sentiment survey, Eurozone CPI data, the ANZ consumer confidence index, Australian preliminary retail sales data, First Citizen Bank, Albemarle, United Malt Group, and Infratil.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep dive into how to create unique content that speaks directly to your ideal clients.
Financial Writers Website: https://financialwriters.com.au/ Kelly Mackay: https://www.linkedin.com/in/kellybellmanmackay/ Curiosity Corner (Visualize Habit): https://visualizehabit.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures and what the good practices doing around culture and reputation in the advice landscape.
Christine Bau LinkedIn: https://www.linkedin.com/in/christine-bau/ People Focused Website: http://peoplefocused.com.au/
Register for the All Licensee PD Day on May 26th at https://ensombl.com/ALPD/
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Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about creating a business and team with a true sense of belonging, living your legacy, and how to build an attraction mechanism that is bigger than you.
Paul Dunn LinkedIn: https://www.linkedin.com/in/paulb1g1/ B1G1 Website: https://b1g1.com/
To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/
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This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and REIT.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita talks to Nick Eatock, CEO at Intelliflo. They take a deep dive into the cloud-based Intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients.
Intelliflo Website: https://www.intelliflo.com/au Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ Curiosity Corner (Circle): https://circle.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future.
Chris Bates Ensombl: https://app.ensombl.com/members/4043358 Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/
Craig Bigelow Ensombl: https://app.ensombl.com/members/3099296 Craig Bigelow LinkedIn: https://www.linkedin.com/in/craigbigelowrt/
Weathful Website: https://www.wealthful.com.au/
To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/
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James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances.
James Wheland LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ VFS Group Website: https://vfsgroup.com.au/ AMFEX Website: https://amfex.com/
To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/
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The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your client's investment portfolios and narrow decision-making.
Oxford Risk Website: https://www.Oxford Risk.com.au/for-advisers/ Bianca Kent LinkedIn: https://www.linkedin.com/in/bianca-kent-5947043a/ Greg Davies LinkedIn: https://www.linkedin.com/in/gregbdavies/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base.
Lucian Russ LinkedIn: https://www.linkedin.com/in/lucian-russ/ Emu Wealth Website: https://www.emuwealth.com/
To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/
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Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat with Ben about where she's at now with her business, and how she balances a growing practice with a young family.
Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/
To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/
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This week we cover US Non-Farm payrolls, the RBA's rate increase, the collapse of Silicon Valley bank and potential contagion, Carsales and XRO.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms.
OpenInvest Website: https://www.openinvest.com.au/for-advisers/ Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44 Curiosity Corner (Storytail) website: https://www.storytail.io/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change.
Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/ Barry LaValley Website: http://barrylavalley.com/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.
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David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact investing and how it differs from ethical investing, and what’s moving forward for ethical investing in Australia.
David Rae LinkedIn: https://www.linkedin.com/in/davidjrae/ Ethinvest Website: https://www.ethinvest.com.au/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.
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This week we cover lower than expected US Durable Goods Orders, US PMI data, European Core Inflation data, Australian Fourth Quarter GDP and Retail Sales data, the slowdown in buyer consumption, and climbing inventory.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry.
Asendium Website: https://www.asendium.com/ Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ Curiosity Corner (ChatGPT) website: https://openai.com/blog/chatgpt/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of your personal brand and vision, and what works and what doesn’t work when it comes to financial planning marketing.
Chris Dale LinkedIn: https://www.linkedin.com/in/chrismarketinghq/ MarketingHQ Website: https://www.marketinghq.com.au/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.
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Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money.
Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://threekings.com.au/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.
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This week we cover US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reducing the time and cost to produce high-quality advice.
Padua Website: https://paduasolutions.com/ Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/ Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton chat about how Ensombl has evolved over the last few years, and how her role and what she offers to the community has evolved along with it.
Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186 Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.
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Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being and mental health through the advice process.
Daniel Testa LinkedIn: https://www.linkedin.com/in/daniel-testa-afp%C2%AE-5a5aa9108/ Tribeca Financial Website: https://www.tribecafinancial.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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This week we cover the January US and UK CPI print, US retail sales data, REINZ housing data, JB Hi-Fi, James Hardie, CBA, Westpac and NAB.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365.
Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/ Fin365 Website: https://fin365.com.au Curiosity Corner (Focusmate) website: https://www.focusmate.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. She and Clayton talk about the changes she's made in her life in the past year, and her journey to becoming a financial educator.
Jess Brady Ensombl: https://app.ensombl.com/members/2416358 Jessica Brady Website: https://jessicabrady.com.au/ Ladies Talk Money Website: https://www.ladiestalkmoney.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into financial planning and advice, and creating consistency of advice across the entire business.
Warren Strybosh LinkedIn: https://www.linkedin.com/in/warren-strybosch-3a363527/ Find Group Website: https://findgroup.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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This week we cover US unemployment data, the US Consumer Sentiment Survey, the RBA February meeting, REA, Disney, and Alphabet.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this week's episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive into the features of the Ignition app, and how it can be used to further improve efficiency.
Ignition Website: https://www.ignitionapp.com/ Brendan Allen LinkedIn: https://www.linkedin.com/in/brendan-allen-klein/ Curiosity Corner (Roam Research) website: https://roamresearch.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins Clayton to chat all things Advice Tech, including how soon AI may be integrated into the advice process.
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients.
Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/ Hewison Private Wealth Website: https://www.hewison.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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This week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile.
Adviser Ratings Website: adviserratings.com.au Angus Woods LinkedIn: https://www.linkedin.com/in/angus-woods-a5a7025/ Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices.
Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors.
Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/ MinterEllison Website: https://www.minterellison.com/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
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Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk.
Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/ Emily Guy Birken Website: https://www.emilyguybirken.com/
Eric Brotman LinkedIn: https://www.linkedin.com/in/ebrotman/ BFG Financial Advisors Website: https://bfgfa.com/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
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Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients.
Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/ Future Proof Wealth Website: https://www.futureproof.com.au/
Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
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Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.
Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/ Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Generation Life Website: https://genlife.com.au/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
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Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice.
Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/ Retire With Possibilities Website: https://www.retirewithpossibilities.com/
To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/
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Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team.
Phil Thompson Website: https://www.linkedin.com/in/philjthommo/ Skye Financial Website: https://www.skye.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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This week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance.
icomply2 Website: https://www.icomply2.com.au/ Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a Curiosity Corner (Motion) website: https://www.usemotion.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the advice industry, and how he became involved with home loans, property and mortgages.
Chris Booth LinkedIn: https://www.linkedin.com/in/boothchris/ Lydian Website: https://lydian.com.au
A world of opportunity awaits you at https://netwealth.com.au/woo
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Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about how her business has evolved over time, how she implemented cash flow management and strategy, and the importance of consistency in social media content.
Cara Brett LinkedIn: https://www.linkedin.com/in/carabrett/ Bounce Financial Website: https://www.bouncefinancial.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process.
Dash Website: https://dash.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Curiosity Corner (Airgram) website: https://www.airgram.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at https://netwealth.com.au/woo
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Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team.
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ The Wealth Designers Website: https://twd.com.au/
A world of opportunity awaits you at https://netwealth.com.au/woo
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This week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice.
Ethos ESG Website: https://www.ethosesg.com/ Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a Curiosity Corner (Forest) website: https://www.forestapp.cc/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to know his clients, what questions to ask, and how this information can be leveraged in the advice process.
Justin Hooper LinkedIn: https://www.linkedin.com/in/justinhooper1/ Sentinel Wealth Website: https://sentinelwealth.com.au/
For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/
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Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.
Adam Crabbe Risk Strategy Specialist at Zurich Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/
Kathryn Orman Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/ Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/
Peter Worn Joint-Managing Director at Finura Group Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group: https://finuragroup.com/
Kathryn Creasy Wealth Adviser and Principal at Capital Partners Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/
Charmaine Lamprecht Chief Operating Officer and Principal at Capital Partners Charmaine Lamprecht LinkedIn: https://www.linkedin.com/in/charmaine-lamprecht/ Capital Partners Website: https://capital-partners.com.au/
Fraser Jack Founder of The Cyber Collective Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ The Cyber Collective Website: https://www.thecybercollective.com.au/
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Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.
Michelle Levy Partner at Allens Michelle Levy Profile: https://www.allens.com.au/people/l/michelle-levy/ Allens Website: https://www.allens.com.au/
Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ Financial Planning Association of Australia Website: https://fpa.com.au/
Corey Wastle CEO at Verse Wealth Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/
Nicolette Boele Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield Nicolette Boele LinkedIn: https://www.linkedin.com/in/nicolette-boele/ Nicolette Boele Website: https://www.nicoletteboele.com.au/
Jason Andriessen Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa Jason Andriessen LinkedIn: https://www.linkedin.com/in/jasonandriessen/ MYMAVINS Website: https://www.mymavins.com.au/
Melanie Drago Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/ Tanngo Website: https://tanngo.com.au/ Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/
David Sharpe Certified Financial Planner and Director at Globe Financial Planning David Sharpe LinkedIn: https://www.linkedin.com/in/davidsharpecfp/ Globe Financial Planning Website: https://www.globefp.com.au/
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Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.
Matt Jones Co-Founder and Brand Director at Four Pillars Gin Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/ Four Pillars Gin Website: https://www.fourpillarsgin.com/
Dr. Paul Moran CEO and Founder of iFactFind Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ iFactFind Website: https://ifactfind.com.au/
Ben Marshan General Manager of Policy and Advocacy the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Financial Planning Association of Australia Website: https://fpa.com.au/
William Johns CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight William Johns LinkedIn: https://www.linkedin.com/in/williamjohns1/ Health & Finance Integrated Website: https://healthfinance.com.au ClaimRight Website: https://www.claimright.com.au/
Hon. Bernie Ripoll Chairman and Director at Otivo, Executive Chair at Utilitas Group Hon. Bernie Ripoll LinkedIn: https://www.linkedin.com/in/bernieripoll/ Otivo Website: https://www.otivo.com/ Utilitas Website: https://utilitas.com.au/
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Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.
Brett Wright Founder of LifeBid Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ LifeBid Website: https://lifebid.com.au/
Cameron Peck Director at Safeguard Life Cameron Peck LinkedIn: https://www.linkedin.com/in/cameronpeck1/ Safeguard Life Website: https://www.safeguardlife.com.au/
Kerry Darton Founder of Clarity Financial Advice Kerry Darton LinkedIn: https://www.linkedin.com/in/kerry-darton-aged-care-professional-b43a4320/ Clarity Financial Advice Website: https://cfadvice.com.au/
Jason Burley Senior Financial Planner at Burley Aged Care Advice Jason Burley LinkedIn: https://www.linkedin.com/in/burleyagedcareadvice/ Burley Aged Care Advice Website: https://burleyagedcareadvice.com.au/
Assyat David Director at Aged Care Steps Assyat David LinkedIn: https://www.linkedin.com/in/assyat-david-16b9968/ Aged Care Steps Website: https://agedcaresteps.com.au/
Nick Eatock CEO at intelliflo Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ intelliflo Website: https://www.intelliflo.com/au
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Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.
Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ FPA Website: https://fpa.com.au/
Phil Anderson Chief Executive Officer at Association of Financial Advisers Phil Anderson LinkedIn: https://www.linkedin.com/in/philpaulanderson/ AFA Website: https://www.afa.asn.au/
Conrad Travers Principal Consultant at Tangelo Advice Consulting Conrad Travers LinkedIn: https://www.linkedin.com/in/conradtravers/ Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/
Ben Donald Managing Director at Austbrokers Life Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/ Austbrokers Life Website: https://www.austbrokerslife.com.au/
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Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her advice journey, and the intangible benefits of financial advice and the importance of equity.
Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/ Rising Tide Financial Website: https://risingtidefinancial.com.au/
For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/
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This week we cover Australian GDP data, the RBA's cash rate raise, the US consumer credit report, UK November housing data, the US ISM Services print, Nitro Software, Healius, and Air New Zealand.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation.
Worksorted Website: https://worksorted.com/ Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/ Curiosity Corner (Upcontent) website: https://www.upcontent.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, and how we can create robust marketing plans moving forward.
Creina Lister LinkedIn: https://www.linkedin.com/in/creina-lister-607a8256/ Hewison Private Wealth Website: https://www.hewison.com.au/
For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/
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Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an adviser, how to build long-term team relationships, and his solution to approaching mortgage broking with clients without being distracting.
Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Financial Website: https://risingtidefinancial.com.au/
For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/
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This week we cover the Australian inflation print, the US Personal Consumption Expenditure index, the US ISM manufacturing PMI, Domino's Pizza, Collins Food, Smartpay, Fisher and Paykel Healthcare, and Gentrack.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into the Think Caddie platform and explore how advice practices can utilise it to manage team compliance and training.
Think Caddie Website: https://www.thinkcaddie.com
Sasha Lincoln LinkedIn: https://www.linkedin.com/in/sasha-lincoln-bb069b43/
Curiosity Corner (Be Connected) website: https://beconnected.esafety.gov.au/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can practically cultivate great leadership skills, and how we can become better leaders in the year ahead.
Tamar Balkin LinkedIn: https://www.linkedin.com/in/tamarbalkin/
Balkin Coaching Website: https://www.balkincoaching.com.au/
For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/
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Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss his take on the rise of technology in advice, and how the term “financial literacy” can create shame around money.
Vince Scully XY: https://www1.xyadviser.com/members/2272378
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
Life Sherpa Website: https://lifesherpa.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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This week we cover the Reserve Bank of New Zealand, the US Federal Open Market Committee November minutes, Qantas, Virgin Money, Life360 and Polonovo.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo app, and how practices can utilise it to nurture clients towards making well-informed financial decisions.
Otivo Website: https://www.otivo.com/
Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031
Curiosity Corner (Book like a Boss) website: https://www.booklikeaboss.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using your personal brand to create authenticity in your business and with your online presence.
Carlii Lyon LinkedIn: https://www.linkedin.com/in/carliilyon/
Carlii Lyon Website: https://carliilyon.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning at Yield Advisory. This time, she joins Ben to chat about how the business has developed, and the importance of being adaptable and open to change.
Morgan Hayward XY: https://www1.xyadviser.com/members/2853291
Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/
Yield Advisory Website: https://yieldadvisory.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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This week we cover the US producer price index, the retail sales report, the New York federal household debt and credit report, Australian employment data, Pendal and Perpetual, BHP, and Aristocrat Leisure.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep dive into the features of the Advice Intelligence software, an end-to-end financial planning solution designed to create further advice innovations and inspire client engagement.
Advice Intelligence Website: https://www.adviceintelligence.com/
Jacqui Henderson LinkedIn: https://www.linkedin.com/in/jacqui-henderson1/
Curiosity Corner (Heroic Headshots) website: https://www.heroicheadshots.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Briony is a Motivational Keynote Speaker and author of "Life Is Tough But So Are You". She and Jess discuss how to help and comfort clients when they're given life-changing news, and what we can do better to support those in need.
Briony Benjamin LinkedIn: https://www.linkedin.com/in/briony-benjamin/
Briony Benjamin Website: https://www.brionybenjamin.com/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he approached building his team, and the importance of having an "engine room" and maintaining quality control.
Kristian Zuza LinkedIn: https://www.linkedin.com/in/kristianzuza/
Peak Wealth Management Website: https://peakwm.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ’s Survey of Expectations, the NAB business confidence index, and the fall of FTX.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth Line's risk management and compliance software, how it complements existing frameworks, and where they're headed in the future.
Fourth Line Website: https://fourth-line.com.au/
Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/
Curiosity Corner (Grammarly) Website: https://www.grammarly.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of "succeeding at failing", and the balancing act we put ourselves through when defining ourselves as either a success or a failure.
Charlie Fraser LinkedIn: https://www.linkedin.com/in/charlie-fraser-47b84317/
Shadforth Website: https://www.sfg.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her new book "The Five Conversations About Money That Will Radically Change Your Life", and how to create content that makes people actively engage with their money.
Vanessa Stoykov LinkedIn: https://www.linkedin.com/in/vanessa-stoykov/
Evolution Media Group Website: https://evolutionmediagroup.com.au/
Vanessa Stoykov Website: https://vanessastoykov.com.au/
Podcast: https://vanessastoykov.com.au/podcast/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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This week we cover the Fed and RBA cash rate increase, US Employment data, Australian real estate data, Woolworths, Goodman Group, and CSL.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.
iFactFind Website: https://ifactfind.com.au/
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/
Curiosity Corner (Airtable) website: https://www.airtable.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how she was crowned 2022 AFA Financial Adviser of the Year, and what she's doing in her practice to stand out.
Felicity Cooper LinkedIn: https://www.linkedin.com/in/goldcoastfelicitycooper/
Cooper Wealth Management Website: https://www.cooperwealthmanagement.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and Fraser discuss all things client experience, from growing your business and future technology concepts.
Stewart Bell LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/
Audere Website: https://audere.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights and experiences with delivering a great client experience.
Kim Payne LinkedIn: https://www.linkedin.com/in/kimpayne9rok/
9rok Consulting Website: https://9rok.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience enthusiast, and in this installment he and Fraser chat about how technology plays a vital part in the human client experience.
Michael Back XY: https://www1.xyadviser.com/members/2243422
Human to Human Website: https://humantohuman.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns with your client experience, and how you can win at both.
Suz Chadwich LinkedIn: https://www.linkedin.com/in/suzannechadwick/
Suz Chadwick Website: https://suzchadwick.com/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology side of the client experience, and how it will continue to shape advice in the future.
Greg Hansen LinkedIn: https://www.linkedin.com/in/greg-hansen-a0640838/
HUB24 Website: https://www.hub24.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to chat about the importance of building a team and having a community in your business, and the most difficult skill he’s had to master as an adviser.
RFS Advice Website: https://www.rfsadvice.com
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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This week we cover the Australian Federal Budget, US Core CPE index data, Amazon, Meta, Alphabet, and Carsales.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at Lonsec's iRate research tool, and discuss the features that advisers may not be using to their advantage.
Lonsec Website: https://www.lonsec.com.au/
iRate Two Week Trial: https://www.lonsec.com.au/financial-adviser/irate-trial/
Hannah Bevan LinkedIn: https://www.linkedin.com/in/hannah-bevan-37831063/
Curiosity Corner (TextExpander) website: https://textexpander.com/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, bullying, and the role of good leaders to help create safe workplaces.
Dawn Thomas XY: https://www1.xyadviser.com/members/11231058
Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/
The Wealth Designers Website: https://twd.com.au/
"A Husband is Not a Retirement Plan" by the Senate of Economics References Committee: http://www2.xyadviser.com/mhs7ou
Response from the govt regarding the recommendations: http://www2.xyadviser.com/9irbpc
Fair Work Bullying Resource: http://www2.xyadviser.com/fsr3lj
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
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Bronson is a Financial Adviser at MTP Financial. He joins Ben to talk about his advice journey, what he's focusing on to constantly self-improve, and the biggest challenges he's faced along the way.
Bronson Hills LinkedIn: https://www.linkedin.com/in/bronsonhills/
MTP Financial Website: https://mtpfinancial.com.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
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This week we cover British Prime Minister Liz Truss' resignation, UK CPI data, the US NAHB House Market index, New Zealand CPI data, Santos, Woodside, Adbri, Netflix and Tesla.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode Peita is joined by LinkedIn Expert and Consultant Adam Houlahan. They chat about the different approaches to using LinkedIn as a tool to benefit your business, and common mistakes you may be making.
Adam Houlahan Website: https://adamhoulahan.com/
Adam Houlahan LinkedIn: https://adamhoulahan.com/
Curiosity Corner (Hypercontext) website: https://hypercontext.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
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Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component he built within BlueRock, what his initial intention with it was, and how the teams work together to help clients.
Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/
BlueRock Website: https://www.bluerock.com.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/
James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing can be practically woven into your advice process, and how understanding your client's values can build deeper connections.
James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/
JustInvest Financial Planning: https://www.justinvest.net.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week we cover US Core CPI data, the UK jobs report, the Westpac consumer confidence index, Qantas, and Baby Bunting.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week, Peita is joined by Dante St James, Meta Lead Trainer and Digital Consultant to Small Businesses. They discuss the best ways to approach Facebook as a business, and explore the lesser-known benefits and tools of the Meta Business Suite.
Dante St James Website: https://dantestjames.com/
Dante St James LinkedIn: https://www.linkedin.com/in/dantestjames/
Curiosity Corner (Answer the Public) website: https://answerthepublic.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he's created within his practice, and how any technology you use in your business should be robust with your client strategy in mind.
Andrew Hewison LinkedIn: https://www.linkedin.com/in/andrewhewison/
Hewison Private Wealth Website: https://www.hewison.com.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He returns to the XY Podcast to talk about team structuring, and the upcoming Ethical Advice Conference.
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/
Ethical Advice Conference Website: https://www.ethicaladviceconference.com/
Tribeca Financial Website: https://www.tribecafinancial.com.au/
Ethos Australia Website: https://www.ethosesg.com/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week we cover the ASX 200, US non-farm payrolls, rising RBNZ rates, global oil reserves, the SEEK Australian Job index, Magellan, and Appen.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software.
ProductRex Website: https://www.productrex.com.au/
Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/
Curiosity Corner (Brickit) website: https://brickit.app/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive into the topic of client experience, and Paul discusses what he's doing to reward clients for their business.
Paul Nicol LinkedIn: https://www.linkedin.com/in/paul-nicol-23aa678/
GMF Wealth Advisory Website: https://www.gfmwealth.com.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He and Ben chat about finding and leveraging referral partners and centers of influence, and the most important element of setting your staff up for success.
Ian Byrne LinkedIn: https://www.linkedin.com/in/ian-byrne-00597725/
Evolution Financial Website: https://www.evolutionqueensland.com.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week we cover the Bank of England's policy U-turn, Australian Retail Sales, US PCE data, Optus's data breach, TPG/Telstra's regional network sharing deal, and Universal Store.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB.
Iress Website: https://www.iress.com/
Iress Community: https://community.iress.com/
Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/
Curiosity Corner (Notion) website: https://www.notion.so/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Olivia is the Managing Editor - news & analysis at Mumbrella. She joins Jess to talk about becoming genuinely good at PR, and how much time, strategy and tactical practice you need to put in before you can expect return on investment.
Olivia Kruimel LinkedIn: https://www.linkedin.com/in/oliviack-marcoms/
Mumbrella Website: https://mumbrella.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal Adviser of the Year. He talks to Ben about the biggest challenges he faced from starting his business from scratch with no clients to where it is today.
Martin McGrath XY: https://www1.xyadviser.com/members/2533593
Martin McGrath LinkedIn: https://www.linkedin.com/in/martin-mcgrath-retirement-specialist-b991915a/
Financial Edge Group Website: https://www.financialedgegroup.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space.
Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/
Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/
Curiosity Corner (Tango) website: https://www.tango.us/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess to chat about the concept of retirement, how people can continue to bring purpose and meaning to their life post-work, and what advisers can do to help our clients through the transition.
Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/
Full Time Lives Website: https://fulltimelives.com/
Brainmates Website: https://brainmates.com.au/
“The Art of Full Time Living” Book: https://fulltimelives.com/cusp-book
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan.
Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers
Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/
Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/
Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this installment we talk with our panel of speakers about the second area of trust: Authenticity.
Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers
Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/
Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/
Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode we discuss the importance of reliability when it comes to building trust with clients.
Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers
Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/
Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/
Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this final episode in our four part series we explore “the feeling” of someone acting in your best interest, and how it's a vital building block in establishing a trusted relationship.
Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers
Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/
Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/
Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest changes in his business and what's stayed the same, and how he approaches changes in fee structure with clients.
Josh Dalton LinkedIn: https://www.linkedin.com/in/daltonjosh/
Dalton Financial Partners Website: https://daltonfp.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week we cover US and UK CPI data, Australian employment data, the NFIB survey, Atlas Arteria, Link Administration, and Ramsay Healthcare.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode Peita chats with Robyna May, a Power BI and Automation Consultant at Verlata Consulting. They discuss the features of the Power BI business intelligence tool, and how it's live data visualisation software and insights can benefit practice owners.
Microsoft Power BI: https://powerbi.microsoft.com/
Verlata Website: https://www.verlata.com/viewpoint-power-bi
Robyna May LinkedIn: https://www.linkedin.com/in/robynamay/
Curiosity Corner (Habitica) website: https://habitica.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Richard is a Partner at Belay Advisory. He and Jess chat about how his business has grown and changed over the years, the value of mentorship, and understanding your niche client.
Richard Felice LinkedIn: https://www.linkedin.com/in/richfelice/
Belay Advisory Website: https://www.belay.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Chris is the Founding Partner at VISIS Private Wealth. He joins Ben to talk about starting VISIS, what he's done to drive growth in the business, and the biggest obstacles he's had to overcome on the journey.
Chris Smith LinkedIn: https://www.linkedin.com/in/chrissmithvisis/
VISIS Private Wealth Website: https://www.visis.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week we cover the US non-manufacturing ISM index, last Friday's European Central Bank meeting, the new UK energy policy, Tyro Payments, Nuix, and Metcash.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into the width and breadth of the Microsoft 365 productivity suite, and discuss how to take advantage of its tools to leverage efficiency in your practice.
Microsoft 365 Website: https://www.microsoft.com/en-au/microsoft-365
Wyntec Website: https://www.wyntec.net.au/
Tom Freer LinkedIn: https://www.linkedin.com/in/tomfreerbrisbane/
Curiosity Corner (Brain.fm) website: https://www.brain.fm/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Deepa is the Principal Consultant and Founder at RecruiTalent. In this second installment, Deepa and Jess discuss recruitment from the candidate's side, including the state of the current marketplace, and how to negotiate for what you're looking for in a role.
Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/
RecruiTalent Website: https://recruitalent.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Charlie a Partner and Managing Director at Pitcher Partners. He and Ben talk about how he went from a desk and a phonebook to managing over two billion dollars in assets under management.
Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/
Pitcher Partners Website: https://www.pitcher.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week we cover the Nordstream gas pipeline, falling oil prices, Australian retail sales data, US Non-farm payrolls, Australian house price data, A2 Milk, Webjet, and Nitro.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode Peita chats with Vincent Holland, Co-Founder of Plutosoft. They explore the creation and capabilities of the Plutosoft software, and how it can be used as an end-to-end solution for advice practices and licensees.
Plutosoft Website: https://www.plutosoft.com.au/
Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/
Curiosity Corner (Pathspace) website: https://www.pathspace.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Deepa is the Principal Consultant and Founder at RecruiTalent, and has been involved in the recruiting world for almost thirty years. In this first episode of two, Deepa and Jess tackle the hiring process and discuss how to find the perfect candidate, and what to avoid.
Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/
RecruiTalent Website: https://recruitalent.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial planning businesses, and the biggest roadblocks they need to overcome.
Steve Salvia XY: https://www1.xyadviser.com/members/2401306
Steve Salvia LinkedIn: https://www.linkedin.com/in/stevesalvia/
Blackwing Website: https://blackwing.com.au/
Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This week we cover the US Core PCE Price Index print, US durable goods data and home sales, the European Central Bank's policy meeting, Woolworths, Qantas, and KKR's Ramsey Health bid.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation.
AstuteWheel Website: https://www.astutewheel.com.au/
Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/
Curiosity Corner (Glide) website: https://www.glideapps.com/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who are Wear It Purple, why they exist, and how we can get involved to support youth mental health.
Lara Husselbee LinkedIn: https://www.linkedin.com/in/larahusselbee/
Wear It Purple Website: https://www.wearitpurple.org/
WIP Day Resources: https://www.wearitpurple.org/wip-day-resources
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk about the challenges he faced when starting his own practice, overcoming adjustment disorder and building confidence.
Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/
Modern You Financial Planners Website: https://www.modernyoufp.com/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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This week we cover Australian Wage inflation and Employment data, the Reserve Bank of New Zealand interest rates rise, Carsales, BHP, SEEK, Temple and Webster, and Cleanaway.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service.
Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/
Verse Wealth Website: https://www.versewealth.com.au/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients.
Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/
Gianna Thomson Website: https://www.giannathomson.com.au/
Fitzpatricks Private Wealth: https://fitz.com.au/adviser/gianna-thomson-salvestro/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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This week we cover the US July CPI print, the US Producer Price index, Australian reporting season, CBA, Telstra, and BHP.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she's learned from.
Jess Brady XY: https://www1.xyadviser.com/members/2416358
Jess Brady LinkedIn: https://www.linkedin.com/in/jessica-brady-21165812/
Fox & Hare Website: https://foxandharewealth.com/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what's changed and developed in his practice over the last fourteen years, and the steps he's taken to future-proof the business.
Steve Nielsen LinkedIn: https://www.linkedin.com/in/stevenielsenascentwm/
Ascent Wealth Management Website: https://www.ascentwm.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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This week we cover the RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk all things Advice Tech, including what advisers are looking for in the Advice Tech they use, and where it might be headed in the future.
Kevin Liao LinkedIn: https://www.linkedin.com/in/liaokevin/
DASH Website: https://dash.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of "Sharing More than the Sheets". He and Ben chat about how he settled into his niche of working with couples and families, and how he build the right team to suit this niche.
Michael Khouri XY: https://www1.xyadviser.com/members/2492418
Michael Khouri LinkedIn: https://www.linkedin.com/in/khourimichael/
Better Financial Planning Website: https://www.betterfinancialplanning.com.au/
Sharing More Than The Sheets Podcast: https://www.sharingmorethanthesheets.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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This week we cover Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with Clayton to discuss running a "lifestyle" financial planning business, including the impact that COVID has had on the advice world.
Dylan Martin XY: https://www1.xyadviser.com/members/2210468
Dylan Martin LinkedIn: https://www.linkedin.com/in/dylanmartinfsgwm/
Feel So Good Wealth Management Website: https://www.fsgwm.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own business, and some of the biggest lessons he's learned over his six year advice journey.
Ryan Porter LinkedIn: https://www.linkedin.com/in/ryanporter-catalystwealthgroup/
Catalyst Wealth Group Website: https://catalystwealthgroup.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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This week we cover US Manufacturing PMI, the NAHB housing market index, EU flash PMI's, Australian MFG and Services PMI's, and the start of the US and Australian reporting season.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben talk about money mindset and the impacts it has on your financial decisions and spending habits.
Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/
Women Talking Finance Website: https://www.womentalkingfinance.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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This week we cover US CPI, Australian Unemployment, the Reserve Bank of New Zealand cash rate rise, and ANZ's potential acquisition of MYOB and Suncorp.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable goals for your clients, your staff and yourself.
Ange Ritchie LinkedIn: https://www.linkedin.com/in/angeritchie/
My Goal Squad Website: https://www.mygoalsquad.com/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry.
Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/
CareSuper Website: https://www.caresuper.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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This week we cover the potential 2023 recession, the July RBA meeting, the US Federal Reserve minutes, BWX Group, and TPG.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Nikki is the Director and Financial Advisor at My Wealth Solutions 2. She talks about starting her advice career as a self-confessed introvert, and her journey to becoming a partner.
Nikki Booth LinkedIn: https://www.linkedin.com/in/nikki-booth-6b3220b3/
My Wealth Solutions Website: https://mywealthsolutions.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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Scott is the Director and Principal Financial Adviser at Griffin Financial Services. He and Ben chat about the growth and evolution of his business, and the lessons learned during that process.
Scott Dawkins LinkedIn: https://www.linkedin.com/in/scott-dawkins-3a903932/
Griffin Financial Services Website: https://griffinfinancialservices.com.au/
For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/
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This week we reflect on the year so far, and cover US personal income, The ISM manufacturing index, CAR, and Collins Foods FY22 results.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising mental health.
Craig Boss LinkedIn: https://www.linkedin.com/in/craig-boss-%E2%9C%94-85817b16/
Steadfast Life Website: https://www.steadfastlife.com.au/
Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life
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John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting his own practice at the age of twenty, and the journey of how the business has grown and evolved over the years.
John Cachia XY: https://www1.xyadviser.com/members/2400932
John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/
AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life
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This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when unexpected incidents occur in their lives, and how training staff in handling conversations around these events can help even further.
Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/
Zurich Website: https://www.zurich.com.au/
Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life
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Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He talks about his recent merger with Tribeca Financial, and his work with developing the Ethos platform.
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/
Tribeca Financial Website: https://www.tribecafinancial.com.au/
Ethos Australia Website: https://www.ethosesg.com/
Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life
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This week we cover the increasing impacts of inflation, the US Federal Reserve's interest rates raise, the European Central Bank's emergency meeting, and the Australian Fair Work Commission's annual minimum wage decision.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing.
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Central Coast Financial Planning Group Website: https://www.centralcoastfpg.com.au/
Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life
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Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, and they discuss the processes that make you more efficient. Deline Jacovides XY: https://www1.xyadviser.com/members/3269093
Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/
Mazi Wealth Website: https://maziwealth.com.au/
AFA XY Group: https://www1.xyadviser.com/courses/7027498/about Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life
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This week we cover the RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. He and Jess chat about the concept of FIRE (Financial Independence Retire Early), and what it takes to retire at a young age.
Captain FI Website: https://captainfi.com/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more.
Macquarie VAN – Build for the Future program - https://www.macquarie.com.au/van
Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/van
Tom Reddacliff LinkedIn: https://www.linkedin.com/in/tom-reddacliff-b2859812/
Encore Advisory Group: https://www.encoreadvisorygroup.com.au/
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Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss the challenges of opening an overseas office at the height of COVID, and how he stayed ahead of legislation changes and compliance during that process.
Brett Evans XY: https://www1.xyadviser.com/members/2216508
Brett Evans LinkedIn: https://www.linkedin.com/in/brettaevans22/
Atlas Wealth Management Website: https://atlaswealth.com/au/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and Lithium Stocks.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client engagement, and how he developed and build this quality engagement into his business.
Rob McGregor LinkedIn: https://www.linkedin.com/in/rob-mcgregor-62139923/
McGregor Wealth Management Website: https://mcgregorwealthmanagement.com.au/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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In this first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up.
For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services
Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/
David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/
Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/
Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/
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In this instalment we talk about steps four, five and six in the change management process. This includes having a strong value proposition and investment philosophy, what our clients want, and the perceived objections from all stakeholders.
For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services
Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/
David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/
Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/
Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/
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In this episode we continue with steps seven, eight and nine in the change management process. We talk about the perceptions of letting go of control, what to look for in an investment partner, stakeholder engagement and change management.
For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services
Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/
David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/
Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/
Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/
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In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical implementation, the client journey, and reviewing the process.
For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services
Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/
David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/
Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/
Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/
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Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of the Top Fifty most influential Adviser's in Australia for 2021 by Financial Standard. He returns to the XY Podcast to chat about the evolution of his business, how the focus has changed over time, and how COVID helped to kick-start its growth.
Ronald Pratap LinkedIn: https://www.linkedin.com/in/ronaldpratap/
RP Wealth Management Website: https://www.rpwealthmanagement.com.au/
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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This week we cover the Reserve Bank of New Zealand, US FOMC minutes and Personal Income and Spending Data, Australian Retail Sales and PMI's, and Woodside Petroleum's merger with BHP.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she's created, how we can work better together, and some of the learnings around how to engage women in the advice journey.
Molly Benjamin LinkedIn: https://www.linkedin.com/in/mollybenjamin/
Ladies Finance Club Website: https://www.ladiesfinanceclub.com/
Starling Gender Representation Report: https://www.starlingbank.com/docs/reports-research/StarlingGenderRepresentationReport.pdf
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
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Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business.
Liam Shorte XY: https://www1.xyadviser.com/members/2231871
Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/
Verante Website: https://www.verante.com.au/
SMSF Coach Website: https://smsfcoach.com.au/
To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/
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This week we cover US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and Jess discuss end of life, and how to approach important conversations around death.
Annie Bolitho LinkedIn: https://www.linkedin.com/in/anniebolitho/
Annie Bolitho Website: https://www.anniebolitho.com.au/
To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/
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Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and client engagement process he developed for The Wealth Designers, and how it's evolved into what it is today.
Troy MacMillan LinkedIn: https://www.linkedin.com/in/troymacmillan/
The Wealth Designers Website: https://twd.com.au/
Troy MacMillan Website: https://troymacmillan.com/
To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/
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This week we cover the US Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow. Lacey Filipich LinkedIn: https://www.linkedin.com/in/laceyjfilipich/
Money School Website: https://www.moneyschool.org.au/
To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/
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Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years. Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/
Prosper Advisory Website: https://www.prosperadvisory.com.au/
To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/
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This week we cover the recent Central Bank meetings, the Macquarie Australian conference, Woolworths and Virgin Money.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and Jess chat about how she has managed to successfully balance her business and personal life. Jo Brassett LinkedIn: https://www.linkedin.com/in/jobrassettinsuranceadvice/
IAS Website: https://www.insuranceadvisoryservice.com.au/
Coach4U Website: https://www.coach4u.com.au/
For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser
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Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser of the Year award, and he talks about what he was doing in his practice to achieve that, along with how he's improved the business since then. Darren Johns LinkedIn: https://www.linkedin.com/in/darrenjohns/
Align Financial Website: https://alignfinancial.com.au/
For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser
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This week we cover Alphabet, Microsoft and Amazon corporate earnings, Coles third quarter results, EML, and the US Personal Spending report.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy in the next generation, along with the need to improve the level of diversity that exists.
Jenny Rolfe-Wallace LinkedIn: https://www.linkedin.com/in/jenny-rolfe-wallace-948268107/
Sprout Education Website: https://sprouteducation.com.au/
For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser
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David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to talk about delegating decision making to your leadership team to maximise focus in your practice. David Dugan LinkedIn: https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/
Abundance Global Website: https://www.abundance.global/
For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser
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This week we cover the Chinese economy expansion, the German Producer Price Index, the RBA minutes, NTD, Ramsay Health Care and Netflix. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Joris, also known as "The Plateau Hacker", is a Speaker, Trainer and Mentor. He and Jess talk about how to improve our performance, our teams and ourselves, and why values and missions are not "nice-to-haves", but "must-haves".
Joris Cuesta LinkedIn: https://www.linkedin.com/in/joriscuesta/
Joris Cuesta Website: https://www.joriscuesta.com/
For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser
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Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the advice industry, how his service solution has evolved over time, and how asking better questions of your clients leads to better outcomes. Matt Leech LinkedIn: https://www.linkedin.com/in/mattleech1/
Kofkin Bond & Co Website: http://www.kofkinbond.com.au/
For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/
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This week we cover US and UK Core Inflation Data, Australian Employment Data, IGO's bid for Western Areas, and The Morrison Consortium.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial Advisers (AFA). He and Jess chat about his current roles and how he manages to successfully juggle his time between them.
Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/
Perera Crowther Website: https://www.pereracrowther.com.au/
AFA Website: https://www.afa.asn.au/
For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/
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In this episode we start high-level as we discuss the evolving advice landscape, and how the difference between “thriving” or “surviving” is in the mental flexibility to see things with an entrepreneurial mindset.
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/
Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
LifeSherpa Website: https://lifesherpa.com.au/
Nicola Beswick
Senior Financial Adviser and Confidante at FMD Financial
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network
Nicola Beswick Website: https://www.nicolabeswick.com/
Greg Newman
Head of Retail Distribution at HUB24
Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/
HUB24 Website: https://www.hub24.com.au/
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In this second instalment we take a deep dive into mindset with Adele Martin. Adele created "The Money Mentor”, which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser.
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/
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Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable.
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
LifeSherpa Website: https://lifesherpa.com.au/
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In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset.
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
Nicola Beswick
Senior Financial Adviser and Confidante at FMD Financial
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network
Nicola Beswick Website: https://www.nicolabeswick.com/
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In this final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset.
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
Greg Newman
Head of Retail Distribution at HUB24
Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/
HUB24 Website: https://www.hub24.com.au/
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John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building a client focused service solution, and how it's changed over time.
John Woodley LinkedIn: https://www.linkedin.com/in/john-woodley1/
Fitzpatrick Private Wealth Website: https://fitz.com.au/
For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/
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This week we cover the RBA Monthly Monetary Policy, The US Federal Reserve meeting minutes, US Government Bond yields, and the market impacts of the Shanghai lockdown.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. She and Jess chat about money coaching and how it can be used to enrich your client relationships. Catherine Belford LinkedIn: https://www.linkedin.com/in/catherinebelford/
Focused Wealth Website: https://focusedwealth.com.au/
For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/
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Matt is the Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, the growth strategies he's used, and how to add value on an ongoing basis. Matt Bazzica LinkedIn: https://www.linkedin.com/in/matthewbazzica/
Futurevest Website: https://futurevest.com.au/
For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/
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This week we cover Australian Federal pre-election budget, the Strategic Petroleum Reserve and the European Central Bank.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness Meditation Teacher. She joins Jess to talk about dealing with stress, and what advisers can do to avoid burnout.
Dr. Emily Amos LinkedIn: https://www.linkedin.com/in/dremilyamos/
Dr. Emily Amos Website: https://www.dremilyamos.com/
Mindful Me Course: https://www.dremilyamos.com/mindful-me
mind.life.me podcast: https://podcasts.apple.com/au/podcast/mind-life-me/id1604311628
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/
Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/
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In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/
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In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together.
To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/
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In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/
Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/
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In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' “memorable moments” and the Pub or BBQ test, as well as not applying “technology efficiencies” to “speed up” a bad client experience. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/
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Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client experience has grown and evolved over the years, and what has driven that growth.
Will Hamilton LinkedIn: https://www.linkedin.com/in/willhamiltonhwm/
Hamilton Wealth Partners Website: https://www.hamiltonwealth.com.au/
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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This week we cover US Federal Chair Jerome Powell, US Manufacturing PMIs, Telix pharmaceutical and Uniti Group. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Trish is a Financial Planner at Fox & Hare Wealth and host of the MilSpouse Money podcast. She and Jess discuss parental leave policy, and how the advice industry could change to better support expecting advisers. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/
Fox & Hare Wealth Website: https://foxandharewealth.com/
MilSpouse Money Podcast: https://podcasts.apple.com/au/podcast/milspouse-money/id1542016079
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Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building a motivated, success-driven team for your practice. Michael Back XY: https://www1.xyadviser.com/members/2243422
Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/
Human to Human Website: https://humantohuman.com.au/
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This week we cover the FOMC, the continuing impacts of the Russian invasion of Ukraine, Chinese equity markets and Australian Employment Data. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and how to use great copy to help create better businesses and better lives. Lucinda Starr LinkedIn: https://www.linkedin.com/in/lucindastarr/
Starr Studio Website: https://www.starrstudio.com.au/
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing them with your clients.
To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/
Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/
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In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach.
To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/
Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/
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In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values.
To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/
Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/
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In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where we should stop.
To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/
Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/
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In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients.
To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/
Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/
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Andrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast after three years to discuss how his service solution has evolved since starting his business, and the lessons he's learned along the way.
Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/
Peak Wealth Management Website: https://peakwm.com.au/
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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This week we cover the continuing impacts of the Russian invasion of Ukraine, US Inflation, RBA's views on Australian employment and inflation, Aristocrat Leisure, AGL Energy and Tsingshan. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Moo is the Director of Primary Prevention at Women's & Girls' Emergency Centre (WAGEC) and a strategic advisor on the development of Next Chapter, Commbank's financial abuse program. She and Jess discuss the red flags of financial abuse, and what advisers can do to help when they spot these red flags. LinkedIn: https://www.linkedin.com/in/moobaulch/
WAGEC Website: https://www.wagec.org.au/
Commbank Next Chapter: https://www.commbank.com.au/support/next-chapter.html
FW Podcast: https://futurewomen.com/theresnoplacelikehome/
Deloitte Report: https://www.commbank.com.au/articles/newsroom/2022/02/next-chapter-commitment.html
1800 RESPECT: https://www.1800respect.org.au/
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of his business and client service solution, and what he's doing to further drive efficiency.
Shaun Hunt LinkedIn: https://www.linkedin.com/in/shaunhunt1/
Hunt Wealth Website: https://huntwealth.com.au/
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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This week we cover the continuing impact of the Russian invasion of Ukraine, US non-farm payrolls, US ISM services data, and RBA's monthly monetary policy decision. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Fraser is XY Adviser's own Head of Media and Podcast Host. He catches up with Jess to pass the podcasting baton, and to discuss some of the exciting projects he's working on in 2022 and beyond.
Fraser Jack XY: https://www1.xyadviser.com/members/2401465
Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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In this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). They introduce the four success drivers of winning advice firms, and dive deep into the first two of those success drivers. You’ll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise. Delivering on your client promise: 5 steps to success - https://www.macquarie.com.au/client-experience
Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/advisers
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Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben discuss the lessons he's learned around building a great performing team through preempting and avoiding systems and processes that bog down practices.
Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/
Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/
Vinarc Website: https://www.vinarc.com.au/
Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/
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This week we cover the market impacts of the Russian invasion of the Ukraine, including the impact on natural gas, crude oil and gold prices.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key observations as to what's currently working in the financial advice industry as a whole, and where practices are headed in the future. Tim Farr LinkedIn: https://www.linkedin.com/in/farrtim/
Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/
This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.
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Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben to talk about defining roles and setting expectations internally within the business to ensure the service agreement is met, and how the business has evolved as a result.
Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/
Centaur Financial Services: https://centaurfinancial.com.au/
Hugh Robertson Website: https://hughrobertson.com.au/
This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.
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This week we cover the market impacts of the geopolitical tensions in Eastern Europe, the US FOMC minutes, Australian and New Zealand Reporting Season, US Retail Sales Data and US PPI Data. This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills he's gained around hiring well with consistency, and how his service solution has evolved over time. Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/
Corey Wastle XY: https://www1.xyadviser.com/members/2258095
Verse Wealth Website: https://www.versewealth.com.au/
This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.
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Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where insurance companies are lacking in their dealing with advisers, and Kris's tips for working with claims. Kris Mason LinkedIn: https://www.linkedin.com/in/kris-mason-69b08680/
MBS Insurance Website: https://mbsinsurance.com.au/
This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.
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James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he's learned around building a great team, and how he's using TikTok to bring in new clients. James Wrigley XY: https://www1.xyadviser.com/members/2920075
LinkedIn: https://www.linkedin.com/in/james-wrigley/
First Financial Website: https://firstfinancial.com.au/
This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.
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Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, the positive and negative impacts that COVID has had on the business, change fatigue and the future of advice. Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561
Oreana Financial Services Website: https://www.oreanafinancial.com/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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In this first installment we look back on how we got to where we are currently with Individual Disability Income Insurance, and the lessons we can learn from the past.
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/
John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/
Dr. Jeff Scott
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/
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In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle into the changes of IDII.
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/
John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/
Dr. Jeff Scott
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/
Join the XY platform:
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In this installment we talk about the technical side of Income Protection product profitability, including the five levers that can be used to keep the products sustainable.
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/
John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/
Dr. Jeff Scott
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/
Join the XY platform:
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In this episode we talk about the human side of IDII changes, from advisers and staff to claims teams and clients.
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/
John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/
Dr. Jeff Scott
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/
Join the XY platform:
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In this final episode our panel discusses the future opportunities and threats during the final wave of changes.
MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/
Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/
John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/
Dr. Jeff Scott
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/
Join the XY platform:
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James is Head Coach at Sufficient Funds and "Australia's Most Relatable Money Guy". He talks with Ben about the decisions he made that have driven his business growth, and how to build a rock-solid team.
James Millard XY: https://www1.xyadviser.com/members/2838349
Sufficient Funds Website: https://sufficientfunds.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy's Blues, and the winner of the 2021 ifa Risk Adviser of the Year Award. He chats about his business journey, from wanting to be a physio-therapist to ultimately landing in financial advice.
Dan Blatch LinkedIn: https://www.linkedin.com/in/dan-blatch-604070a/
IMFG Website: https://www.imfg.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with Purpose Podcast. He joins Ben to talk about the "people side" of his business, and why building the right team is critical for delivery. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money Buddy. She returns to the XY Podcast to chat with Ben about her hacks for growing your business and team.
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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This week we cover the Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, she joins Fraser to chat about how much it's grown and evolved in the last two and a half years.
Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/
Flourix Wealth Website: https://flourix.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
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This week we cover US inflation, the US labour market, Consortium's Sydney Airport bid, Iron Gate, Shopping Centres Australia, Westpac, and Australian employment data.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy".
Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/
FP Assistant Website: https://fpassist.com.au/
The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6
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In this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html
Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/
Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/
Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/
Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/
Join the XY platform:
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In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html
Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/
Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/
Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/
Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/
Join the XY platform:
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In this episode we talk about the mindset changes that advisors need to adopt moving forward. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html
Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/
Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/
Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/
Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/
Join the XY platform:
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In this episode we discuss insurance philosophies that advisers can implement in their practices. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html
Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/
Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/
Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/
Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/
Join the XY platform:
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In this final installment we talk about what the future might hold for income protection in Australia. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html
Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/
Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/
Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/
Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/
Join the XY platform:
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Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping.
Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/
The Hopkins Group Website: https://thehopkinsgroup.com.au/
This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6
Join the XY platform:
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This week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach.
Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/
Pivot Wealth Website: https://pivotwealth.com.au/
This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/
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Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses.
Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/
MillerPrince Website: https://millerprince.com.au/
This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/
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Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge".
Lisa Greensill XY: https://www1.xyadviser.com/members/4200237
Lisa Greensill Website: https://www.lisagreensill.com/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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In this episode we discuss the market demand and dynamics of ESG Advice.
To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey
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In this episode we talk about the adviser's approach to discussing ESG investing with their clients.
To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey
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In this episode we deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing".
To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey
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In this episode we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio.
To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey
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In this final installment we focus in on bonds vs equities, and the different asset classes of ESG investing.
To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey
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Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice.
Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/
O'Brien Accountants & Advisors Website: https://obbc.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being.
Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/
Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices.
Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480
EFS Advice Website: https://efsadvice.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business.
Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/
Pension Services Website: https://www.pensionservices.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way.
Jordan Vaka XY: https://www1.xyadviser.com/members/2400594
PlanningSolo Website: https://www.planningsolo.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term.
Natallia Smith XY: https://www1.xyadviser.com/members/2809565
TruWealth Website: https://www.truwealthadvice.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie.
They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience.
Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/
Webster's Wealth Partners Website: https://websterswealth.com/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra's acquisition of Digicel and US earnings season.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world.
Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/
Michelle McKindlay LinkedIn: https://www.linkedin.com/in/michelle-mckindlay-61838b60/
Women on Wealth Website: https://www.wowealth.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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In this episode we talk about Tech Stacks - the before, during and after of the client experience, client portals and security.
To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change
Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/
Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/
Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/
Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/
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In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all.
To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change
Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/
Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/
Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/
Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/
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In this installment we focus in on content marketing, and how it's become a huge part of the advice tech stack.
To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change
Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/
Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/
Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/
Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/
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In this episode we're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose.
To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change
Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/
Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/
Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/
Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/
Join the XY platform:
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In this final installment we talk about the evolution of technology and what the future may hold.
To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change
Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/
Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/
Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/
Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/
Join the XY platform:
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Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian Survivor. He talks about his journey from being a machine-fitter at the Royal Australian Mint to entering the advice industry, and how his continual drive for self-improvement got him there.
Joey McCann XY: https://www1.xyadviser.com/members/2991264
PADUA Financial Group Website: https://www.paduafinancialgroup.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth.
Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/
Fortnum Private Wealth Website: https://fortnum.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients.
Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/
Sufficient Funds Website: https://sufficientfunds.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management.
Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/
Peloton Partners Website: https://www.pelotonpartners.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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In this episode we talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
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In this episode we discuss the concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
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In this episode we go "under the hood" and discuss integrations.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
Join the XY platform:
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In this episode we discuss the issue of compliance when dealing with software.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
Join the XY platform:
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In this final installment we cover the change management process of implementing new technology into an advice practice.
This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home
Join the XY platform:
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Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal.
Ross Marais XY: https://www1.xyadviser.com/members/2501499
More Time Financial Website: https://www.moretimefinancial.com.au/
Ross Marais Website: https://www.rossmarais.com/
More Than Money Podcast: https://www.rossmarais.com/podcast
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform.
Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/
MBS Website: https://marketingbrandingsales.com/
My Money Sorted Website: https://mymoneysorted.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base.
Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/
The Limelight Department: https://www.linkedin.com/company/the-limelight-department/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Today we cover the shock resignation of NSW’s Premier, Global energy shortages, Optus, and the US debt ceiling.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today.
Rob Skinner XY: https://www1.xyadviser.com/members/8366992
Fortum Private Wealth Website: https://fortnum.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice".
Michael Miller XY: https://www1.xyadviser.com/members/2456122
Wealth Market Website: www.wealthmarket.com
Michael Miller Website: https://www.michaelmiller.help/
Zoe Miller Award: https://zoemiller.info/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast.
Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/
Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/
Financial Secrets Revealed Book: https://amandacassar.com.au/my-book/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula".
Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Russell Investments Website: https://russellinvestments.com/au
Value of an Advisor Study: https://russellinvestments.com/us/resources/financial-professionals/value-of-advisor
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
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In this episode we dive deeper into what’s underneath E, S and G and how clients can prioritise what’s important to them.
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
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Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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In this episode we talk all about the "50 Shades of Green".
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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Desktop: https://www.xyadviser.com/
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In this episode we discuss if there's “actually” a need for ESG investing, and why it's a thing in the first place.
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Today we cover the US Non farm payrolls data, Australian Housing Prices and GDP, the EPRA NAREIT index, US PPI data, the RBA monthly meeting and vaccine rates in Australia.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode we talk about the marketing messages around ethical investing, and why ESG investing is “so hot right now”.
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
In this final installment we talk about the review process and how to transition clients to a goals-based world.
To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Today we cover the Jackson Hole Symposium, Biden's approval rating, Australian reporting season and the US Non farm payrolls data.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode we talk about how to modify and track progress to keep your clients motivated.
To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
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In this episode we discuss how to house your client's goals for ongoing advice conversations.
To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Today we cover the delayed RBNZ rate hike, the Michigan Consumer sentiment index, employment and wage inflation in Australia, BHP, Australian retailers results, the upcoming US GDP release and the Jackson Hole Economic Symposium.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode we talk about how to ask the right questions to find your client's true goals, based on their values.
To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.com.au/
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In this episode we talk about selling your value, and how to engage and start working with your next clients.
To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.com.au/
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Today we cover Headline US CPI Data, Oil prices, the U.S. Department of Agriculture’s August World Agricultural Supply and Demand Estimates, the US reporting season, TLS full year results, the Goodman Group, the reserve bank of New Zealand rates, and employment in Australia.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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In this episode we explore how to present your goals and value offering to a new market.
To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar
Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/
Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/
Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/
Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.com.au/
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Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what to put on your "Not-To-Do list" and how your clients are also your coach.
Gordon Jenkins LinkedIn: https://www.linkedin.com/in/businessexecutivecoach/
I Am Gordon Jenkins Website: https://www.iamgordonjenkins.com/
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Today we cover the Non Farm Payrolls release in the US, the RBA monthly meeting, the weekly ABS payroll and wage indice, the Afterpay takeover, the PBH raise and Australian reporting season.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Peita is a Co-Founder at Caboodle Financial Services and Host of the "In Search of Adventure Show" Podcast. She joins Fraser to discuss how to enhance your messaging through presentations, and how to transform your audience and inspire them to take action.
Peita Diamantidis XY: https://www1.xyadviser.com/members/3570536
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
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Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan recently founded a Financial Planning business with yield advisory, and she joins Fraser to discuss the experience.
Morgan Hayward XY: https://www1.xyadviser.com/members/2853291
yield advisory Website: https://yieldadvisory.com.au/
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Today we cover the extended Sydney lockdown and additional stimulus, the US reporting season, Temple and Webster, Spark infrastructure, the Chinese stock market and the upcoming Australian reporting season.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Russell is the Author of "Risk Insurance Communications Skills" and a former risk insurance specialist. He and Fraser discuss the importance of a Financial Adviser's communication skills (their "soft skills") when talking to clients who know nothing about insurance.
Russell Collins LinkedIn: https://www.linkedin.com/in/russell-collins-oam/
RICS Website: https://rics.com.au/
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Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She talks us through her journey as an adviser, and how advising clients is like being a therapist - and even more.
Amanda Thompson LinkedIn: https://www.linkedin.com/in/amandathompsonfp/
Amanda Thompson Website: https://www.amandathompson.com.au/
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Today we cover the tightening Australian labour market, US quarterly reporting season, Oil Search, Altium, Crown Casino, the push for additional COVID relief stimulus and COVID vaccination acceleration in NSW.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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John is the Co-Founder and a Certified Financial Planner at CandorPath Financial. He discusses how his key to success is his business partnership with Matthew Marcoux, and how they've taken an ensemble approach to their advice practice.
John Kennedy LinkedIn: https://www.linkedin.com/in/johnkennedycfp%C2%AE/
CandorPath Website: https://www.candorpath.com/
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Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his "Client Connection" research, which explores how adviser's relationships with their clients are bettering the world of financial advice.
Adam Crabbe XY: https://www1.xyadviser.com/members/6396099
Zurich Website: https://www.zurich.com.au/
The Client Connection: https://www.zurich.com.au/theclientconnection
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Today we cover the US CPI release, Australian employment data, the Sydney Airport bid, the infrastructure M&A boom, Paypal's entry into Australia, the progressing OPEC discussions and the COVID Delta variant.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He returns to the XY Adviser Podcast to talk about working with advice practices to create efficiencies and businesses that can strive to the next level.
Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/
Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/
Vinarc Website: https://www.linkedin.com/company/vinarc-pty-ltd/about/
Mobile: 0408155140
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Marc is the author of "The Money Sandwich". He chats about his time as National President of the AFA and what advisers do to help consumers, specifically clients facing retirement.
Marc Bineham LinkedIn: https://www.linkedin.com/in/marcbineham/
The Money Sandwich Website: https://themoneysandwich.com/
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Today we cover the RBA's monetary decision, the continuing OPEC discussions, ISM Services data, the Sydney Airport bid, the Tabcorp strategic review results and the worsening Sydney Lockdown.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. She discusses how advisers can become aged care specialists, and why advisers should start talking to their clients about aged care sooner.
Louise Biti XY: https://www1.xyadviser.com/members/4574496
Aged Care Steps Website: https://agedcaresteps.com.au/
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In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss the pros and cons of SMSFs, super reform and where SMSFs are heading in the future.
Tim Miller LinkedIn: https://www.linkedin.com/in/timmillersmsf/
SuperGuardian Website: https://www.superguardian.com.au/
Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/
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Today we cover the inflation data from The ISM Manufacturing Index in the US, unemployment in Australia, IDP Education, Telstra, Tuesday's RBA meeting and OPEC discussion delays.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks about his process for property purchases for SMSFs, and how the set-up is the most critical part of the process.
Allister Sutherland XY: https://www1.xyadviser.com/members/2217902
LinkedIn: https://www.linkedin.com/in/allister-sutherland-cta-ssa%E2%84%A2-0351413b/
Player Hall Website: https://www.playerhall.com/
Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/
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Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients.
Aaron Dunn XY: https://www1.xyadviser.com/members/4574606
Smarter SMSF Website: https://smartersmsf.com/
Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/
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Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF.
Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/
SMSF Association Website: https://www.smsfassociation.com/
SMSF Connect: https://smsfconnect.com/
Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/
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Shelley is the Head of Education at ASF Audits, one of Australia's largest independent SMSF Auditors. She joins Fraser to discuss what happens during an audit, and what the pain points are.
Shelley Banton LinkedIn: https://www.linkedin.com/in/shelley-banton-0a903a17/
ASF Audits Website: https://asfaudits.com.au/
Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/
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In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity.
Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.
Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au
myprosperity Website: https://www.myprosperity.com.au/
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Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology.
Caren Hendrie LinkedIn: https://www.linkedin.com/in/caren-hendrie-business/?originalSubdomain=au
The Hendrie Group Website: https://www.hendrie.com.au/
The Business Growth Group: https://www.facebook.com/businessgrowthgroup
Join the #1 client portal for advisers. Find out more at
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity.
Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.
Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au
myprosperity Website: https://www.myprosperity.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
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Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals.
Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can’t manage what you can’t measure.
Andy Fenton LinkedIn: https://www.linkedin.com/in/mrandrewfenton/?originalSubdomain=au
Fenton Financial Website: https://fentonfinancial.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
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Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies.
Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.
Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/
King Financial Group Website: https://www.kfgroup.com.au/
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Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients.
Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au
Inspired Money Website: https://inspiredmoney.com.au/
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Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian Financial Advisers Wellbeing Report.
Australian Financial Advisers Wellbeing Report 2021: https://dradamfraser.com/e-lab/financial-advisers-report
Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981
Dr. Adam Fraser Website: https://www.dradamfraser.com/
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Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, and how they're using these changes to deliver better value to their members.
Glen Hare LinkedIn: https://www.linkedin.com/in/glen-hareadviser/?originalSubdomain=au
Fox and Hare Website: http://www.foxandharewealth.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology and behavioural finance, as well as the big five bias types that affect our personality and beliefs.
Graham Rich LinkedIn: https://www.linkedin.com/in/grahamrich/?originalSubdomain=au
Porftfolio Construction Forum Website: https://portfolioconstructionforum.edu.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow critiques, such as looking at spending habits and becoming mindful and more intentional with money.
Lexi Smith LinkedIn: https://www.linkedin.com/in/lexi-smith-cfp/
MoneyVine Website: https://moneyvine.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given.
Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/
Wired Planning Website: https://www.wiredplanning.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to chat about value, best practices, client experience and community.
Danni Visser XY: https://www1.xyadviser.com/members/4086773
Danni Visser LinkedIn: https://www.linkedin.com/in/danni-visser-42674182/
Emily Blanch XY: https://www1.xyadviser.com/members/2191186
Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast to talk about starting TWN Partners, which helps financial advisers start independent financial advice businesses.
Dean Holmes XY: https://www1.xyadviser.com/members/2231807
TWN Partners Website: https://www.twn.partners/
The Wealth Network Website: https://www.wealthnetwork.net.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of the XY Adviser Ethics Committee. He discusses founding the XY Ethics Committee, and how they assist advisers with the ethical dilemmas they face.
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Website: https://www.limefinancialplanning.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Paul is the Founder of Adviser Accelerator. He and Fraser discuss Online Marketing for Advisers and how to build, launch and scale your business using LinkedIn.
Paul Thompson LinkedIn: https://www.linkedin.com/in/paulthompson1/
Adivers Accelerator Website: https://adviseraccelerator.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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David is the Founder and CEO at My Longevity Pty Limited. He chats with Fraser about the importance of longevity to financial advice and explains the "SHAPE Analyser", which covers the key elements to shaping your successful ageing.
David Williams LinkedIn: https://www.linkedin.com/in/david-williams-94b5084b/?originalSubdomain=au
My Longevity Website: https://mylongevity.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She talks about helping retiree-age clients transition smoothly into retirement, and making meaningful changes to their retirement.
Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/?originalSubdomain=au
Full Time Lives Website: https://fulltimelives.com/
Brainmates Website: https://brainmates.com.au/
Full Time Living Innovation Canvas:
https://fulltimelives.com/innovation-canvas
Whitepaper: 5 tips to igniting your retirement services:
https://fulltimelives.com/whitepaper
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who weighs in on the issues discussed throughout the series.
Jeremy Cooper LinkedIn: https://www.linkedin.com/in/jeremy-cooper-27b62216/
Challenger Website: https://www.challenger.com.au/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, he explains what his experiences are with their ever-changing mindset toward retirement.
Richard McErlean LinkedIn: https://www.linkedin.com/in/richard-mcerlean-01815217/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Rachel is the Principal at Aged Care Gurus and Co Author of "Aged Care, Who Cares?"
She chats with Fraser about the present state of the Aged Care industry, how it’s not sustainable in its current iteration, and the results and developments of the Aged Care Royal Commission.
Rachel Lane LinkedIn: https://www.linkedin.com/in/rachel-lane-2b58b331/
Aged Care Gurus Website: https://agedcaregurus.com.au/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation entering retirement, and the potential for a “Baby Bust”.
Philip Smith LinkedIn: https://www.linkedin.com/in/psmithhunterfinancial/?originalSubdomain=au
Hunter Financial Website: https://www.hunterfinancial.com.au/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers and their clients. Sheena talks about the services AdviceLink provides, the main being to navigate Centrelink’s complex systems and processes, finding out what payments clients are entitled to, as well as avoiding overpayment and the potential for “Robodebt”.
Sheena Stow-Smith XY: https://www1.xyadviser.com/members/4266566
AdviceLink Website: https://www.advicelinkservices.com/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Noel is one of Australia's most successful authors and one of the world’s foremost authorities on personal finance. He and Fraser initially discuss the changing retirement system as a result of the retirement income review and the Aged Care Royal Commission.
Noel Whittaker LinkedIn: https://www.linkedin.com/in/noel-whittaker-a572221/
Noel Whittaker Website: https://www.noelwhittaker.com.au/about/about-noel/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser about clients entering the pre-retirement space for the first time, and the trigger events that can lead them there.
Nicola Beswick XY: https://www1.xyadviser.com/members/4491332
Nicola Beswick Website: https://www.nicolabeswick.com/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from "The Best Possible Retirement" Research, exploring the satisfaction people feel in retirement and what's driving it.
Jason Andriessen LinkedIn: linkedin.com/in/jasonandriessen
CoreData Website: https://www.coredata.com.au/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au/.com.au
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Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees’ transition into retirement through changing their mindset.
Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/
Prosperity Planning Website: https://prosperityplanning.com.au/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series by discussing his tips for helping clients transistion smoothly into retirement.
Martin McGrath XY: https://www1.xyadviser.com/members/2533593
Financial Edge Group Website: https://www.financialedgegroup.com.au/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
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To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They reflect on the series as a whole and discuss their goal to provide sustainable bionic advice - which successfully merges both digital and face-to-face advice.
Jason Nyilas LinkedIn: https://www.linkedin.com/in/jasonnyilas/
Con Koromilas LinkedIn: https://www.linkedin.com/in/con-koromilas-4b3228a
Aberdeen Standard Investments Website: https://www.aberdeenstandard.com/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice.
Hayley Knight XY: https://www1.xyadviser.com/members/2845489
Contract Paraplanning Services Website: https://www.contractpps.com.au/
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients.
James Wortley XY: https://www1.xyadviser.com/members/2809319
EFS Mackay Website: http://efsmackay.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Michael is the Founder of Human to Human. Fed up with the "shiny object syndrome" that comes with most business seminars, Michael talks about his methods for helping businesses successfully implement effective strategies.
Michael Back XY: https://www1.xyadviser.com/members/2243422
Human to Human Website: https://humantohuman.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client user experience, and explains the Buyer's Journey Framework.
Michael Lawes XY: https://www1.xyadviser.com/members/2858774
Affinia Website: https://www.affinia.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up through technology, and how he developed Map My Plan to help clients to make a well informed financial decisions.
Paul Feeney XY: https://www1.xyadviser.com/members/3990927
Map My Plan Website: https://www.mapmyplan.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Judith is the Keynote Speaker at Judith Beck Consulting and author of "No Sex at Work". She and Fraser discuss scaling up through staff, and how to behave like the top 10%.
Judith Beck LinkedIn: https://www.linkedin.com/in/judith-beck-6097234/
Judith Beck Website: https://www.judithbeck.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and leveraging data and information to unlock dormant financial potential.
David Pettit XY: https://www1.xyadviser.com/members/6329186
PictureWealth Website: https://picturewealth.com/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She returns to the XY Podcast to chat about scale through critical thinking and strategic business planning.
Sue Viskovic XY: https://www1.xyadviser.com/members/2937464
Elixir Consulting: https://elixirconsulting.com.au/
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first installment in the Scale Up Series, Natasha shares her story from leaving war-torn Yugoslavia to becoming a Financial Adviser, and how she believes in "values based advice" versus the standard goals based advice.
Natasha Janssens XY: https://www1.xyadviser.com/members/2405002
Women With Cents Website: https://womenwithcents.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
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This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.
Renato Mota is the CEO of IOOF. Renato believes that the advice industry would benefit from broadening what exactly the interpretation of what advice is, and then leveraging technology to deliver that in a more scalable, affordable way.
Renato Mota LinkedIn: http://linkedin.com/in/renatomota
IOOF Website: https://www.ioof.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Joe runs Stephan Independent Advisory along with his brother, James. Joe believes he is having a "Midlife Breakthrough", as he has recently adopted the more creative side of financial advice.
Joe Stephan XY: https://www1.xyadviser.com/members/4623516
Stephan Independent Advisory Website: https://www.siadvisory.com.au/\
It's Never About Money Podcast: https://podcasts.apple.com/au/podcast/its-never-about-money/id1539363013
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Ben Brett is the Owner and a Financial Planner at Bounce Financial, which he operates alongside his wife, Cara. Ben and Fraser discuss whether or not financial advice has become a prestige market, and how the advice industry may risk becoming like the taxi industry if it continues to be over-regulated.
Ben Brett XY: https://www1.xyadviser.com/members/2651571
Bounce Financial Website: https://www.bouncefinancial.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Tim Henry is a Financial Advisor and Owner at Aspire Planning. He talks about the creation of the "Dreamcatcher" program, as well as how his experience in retail made him realise how products can be used to benefit the consumer.
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
The Grass is Greener Podcast: https://www.tgigpodcast.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Vanessa is the CEO and Co-Founder of Next Evolution Performance. She explains the concept of Energy Credits, and how building up and allocating energy can maximize efficiency and productivity in the workplace (as well as at home).
Vanessa Bennett XY: https://www1.xyadviser.com/members/2617255
Next Evolution Performance Website: https://nextevolutionperformance.com/
Next Evolution Energy Website: https://www.nextevolutionenergy.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Gianni is the Intrafund Practice and Process Manager at Aware Super. He explains Intrafund Advice, as well as improving the quality of financial advice through the efficiencies of technology, creating easier access to advice and improving client experience.
Gianni Musumeci LinkedIn: https://www.linkedin.com/in/gianni-musumeci/?originalSubdomain=au
Aware Super Website: https://aware.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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The #podgod Fraser Jack returns to XY, and chats with Clayton about what 2021 has in store for XY Adviser (including the future of the XY Podcast).
Fraser Jack XY: https://www1.xyadviser.com/members/2401465
Cyber Indemnity Solutions Website: https://www.cyberindemnitysolutions.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Santi Burridge is the CEO at Lumiant. Santi believes that Financial Planning should be the most noble profession in the world, and talks about the steps the industry should be taking to achieve that.
Santiago Burridge LinkedIn: https://www.linkedin.com/in/santiago-burridge-1a830b6/
Lumiant Website: https://www.lumiant.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Francois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his experience with becoming a content creator during COVID, and how advisers can best represent themselves personally vs. professionally.
Francois du Toit XY: https://www1.xyadviser.com/members/3824801
PROpulsion Website: https://www.propulsion.co.za/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Catherine is a Financial Coach and the Founder of The Money Panel, where she teaches Financial Planners how to incorporate coaching into their businesses, as well as helping women to have a better relationship with money.
Catherine Morgan LinkedIn: https://www.linkedin.com/in/catherine-morgan/
The Money Panel Website: https://themoneypanel.co.uk/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit.
David Haseldine LinkedIn: https://www.linkedin.com/in/davehaseldine/
The Updated Investor Website: https://www.theupdated.com.au/
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Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year.
EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina
Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/
Innovating Advice Website: https://www.innovatingadvice.com/
This episode is proudly sponsored by HUB24
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Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers.
Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/
South City Brokers Website: https://www.southcitybrokers.com.au/
This episode is proudly sponsored by HUB24
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Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business.
Alysia Laird XY: https://www1.xyadviser.com/members/2445087
Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/
This episode is proudly sponsored by HUB24
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Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth.
Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/
Love Luck Wealth Website: https://www.loveluckwealth.com/
This episode is proudly sponsored by HUB24
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Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award.
Nathan Fradley: https://www1.xyadviser.com/members/2345594
Lime Financial Website: https://www.limefinancialplanning.com.au/
This episode is proudly sponsored by HUB24
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Damien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring financial well-being.
Damien Mu LinkedIn: https://www.linkedin.com/in/damien-mu-4a681424/
AIA Website: https://www.aia.com.au/
This episode is proudly sponsored by HUB24
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FIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice.
Matt Hern LinkedIn: https://au.linkedin.com/in/matthern
Matt Hern Website: https://matthern.com.au/
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Dawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that communication is key when it comes to financial advice.
Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/detail/contact-info/
Weathwise Website: https://www.wealthwise.com.au/
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Paul returns to the XY Podcast for the fourth time to discuss how advisers are the personification of people's relationship with money, and the value of changing clients' attitude towards money.
Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/
True Direction Financial Website: https://truedirection.com.au/
This episode is proudly sponsored by HUB24
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Not only is Paul Benson a financial adviser, but he's also an author and the producer of the Financial Autonomy Podcast. He talks about the benefits starting business organically vs buying a pre-existing business, as well as how you can use a podcast to attract your ideal client.
Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/
Financial Autonomy Website: https://financialautonomy.com.au/
This episode is proudly sponsored by HUB24
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As advisers find themselves under constant change and pressure, Dr. Adam Fraser stops by to discuss the research he's conducting into Adviser Wellbeing and Mental Health.
Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981
Dr. Adam Fraser Website: https://www.dradamfraser.com/
Adviser Wellbeing and Mental Health Research: https://www.dradamfraser.com/aia-vip-list
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Andrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their clients.
Andrew Alcock LinkedIn: https://www.linkedin.com/in/andrew-alcock-a4904117/
HUB24 Website: https://www.hub24.com.au/
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Brie is the Head of Practice Management at State Street Global Advisors for the Global SPDR Business. She visits the XY Podcast to talk about why ESG investing is rising to the top, and if it will stay there.
Brie Williams LinkedIn: https://www.linkedin.com/in/briepwilliams/
SSGA Website: https://www.ssga.com/us/en/institutional
This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200
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Shaun Wurzbach is the Managing Director, Channel Management and Solutions at S&P Dow Jones Indices. He joins Clayton to discuss who exactly is leading the charge in ESG Investing on a global scale.
Shaun Wurzbach LinkedIn: https://www.linkedin.com/in/shaun-wurzbach-43a97214/
SPG Global Website: https://www.spglobal.com/spdji/en/
This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200
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S&P Dow Jones Indices does not sponsor, endorse, sell, promote or manage any investment fund or other investment product or vehicle that seeks to provide an investment return based on the performance of any index. S&P Dow Jones Indices LLC is not an investment or tax advisor. S&P Dow Jones Indices makes no representation regarding the advisability of investing in any such investment fund or other investment product or vehicle.
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As Fox and Hare Financial Advice celebrates its third birthday, Glen Hare stops by to talk about the shifting mindset towards capitalism and how inclusion is an important part of ESG Investing.
Glen Hare LinkedIn: https://au.linkedin.com/in/glen-hare-8594a528/de
Fox and Hare Website: https://foxandharewealth.com/
This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200
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Elizabeth from WealthSpring Financial is a CFP SMSF Specialist Adviser, and drops in to talk about how best to approach the conversation of a client's ethics and values.
Elizabeth Hughes XY: https://www1.xyadviser.com/members/2437743
WealthSpring Financial Website: http://wealthspringfinancial.com.au/
This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200
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Rory works with the investment team at ASX. He drops by the XY podcast to discuss the growth of ESG investing, female investment trends, and interesting take outs from the latest Australian Investor Study
Rory Cunningham Linkedin: https://www.linkedin.com/in/rorycunningham/
ASX Website: https://www.asx.com.au/
This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200
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FASEA Expert and Behavioural Finance researcher Hooria Goodarzi is currently running the FASEA Exam Prep Course on the XY Platform.
Hooria Goodarzi XY: https://www1.xyadviser.com/members/2411561
Upskill Advisers Website: https://www.upskilladvisers.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Michael is one of the most valuable advisers on XY. Constantly answering questions with his high level of technical expertise, Michael is now a part of a small team writing the book on financial planning ethics. Pre order here https://www.michaelmiller.help/book
Michael Miller XY: https://www1.xyadviser.com/members/2456122
Wealth Market Website: www.wealthmarket.com
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Stephen drops back into the XY Podcast to give an update on the last 12 months of the FASEA roll out.
FASEA Website: https://www.fasea.gov.au/
National Suicide Prevention Line: 13 11 14
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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John has a very experienced career in financial services across multi disciplines and now heads up the SMSFA.
John Maroney Linkedin: https://www.linkedin.com/in/smsfassociation/
SMSFA Website: https://www.smsfassociation.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Paul runs AZNGA - a company that acquires high quality financial planning firms, helping take those firms to the next level.
Paul Barrett Linkedin: https://www.linkedin.com/in/paulbarrett2/
AZ NGA Website: https://www.aznga.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Founding Xplan almost two decades ago, Andrew has been involved in advice technology from the beginning. As CEO of IRESS, Andrew now oversees a multi billion dollar publicly listed company providing advice technology all over the world.
Andrew Walsh Linkedin: https://www.linkedin.com/in/andrew-walsh-b20782b/
IRESS Website: https://www.iress.com/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Azaria burst on to the financial planning scenes a couple of years back, and is an advocate for new entrants into the advice profession.
Azaria Bell XY: https://www1.xyadviser.com/members/4386609
Mad About Life Website: https://www.madaboutlife.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Founder and head of Standards International, the UK outfit working on helping advisers all over the world provide advice in a more efficient and effective way by providing a fantastic client experience.
Michelle Hoskin XY: https://www.linkedin.com/in/standardsexpert/
Standards International Website: https://standardsinternational.co.uk/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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CEO of the AMP and Hillross Associations and played a key role with helping to organise the recent legal case with AMP. A former adviser and passionate advocate for advice
Neil Macdonald XY: https://www1.xyadviser.com/members/2228870
The Adviser Association Website: http://theadvisersassociation.com.au/
National Suicide Prevention Line: 13 11 14
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report.
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Chris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 day property challenge on the XY platform, where he teaches advisers how to include property in the advice process.
Chris Bates XY: https://www1.xyadviser.com/members/4043358
Wealthful Website: https://www.wealthful.com.au/
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Katrina has been advising for over a decade, but had never used social media as a methodology of connecting with clients. Katrina walks us through what she learned completing the 30 day social media challenge recently held on the XY platform.
Katrina Van Gunst XY: https://www1.xyadviser.com/members/2401967
Phillipsons Website: phillipsons.com.au/
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Jake is a financial adviser specialising in the under 45s market, and has carved out a niche with cashflow as a service. Finding success on social media as an acquisition method, Jake is bullish on the strong future of financial advice.
Jake Wilkins XY: https://www1.xyadviser.com/members/2400950
Financial Planning Brisbane Website: http://fpbrisbane.com.au/
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Adam is a former adviser, and director at NextGen Planners helping advisers all over the world get better at their jobs in some very unique ways.
Adam Owen XY: https://www1.xyadviser.com/members/4163638
Next Gen Planners Website: https://nextgenplanners.co.uk/
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Dean has some strong ideas around the future of the financial advice business model, and discusses how his licensee is approaching it. Find the Wealth Network Group on XY
Dean Holmes XY: https://www1.xyadviser.com/members/2231807
The Wealth Network XY Group: https://www1.xyadviser.com/groups/1846338/
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Joel has a long background working as a financial adviser within industry funds. We took this opportunity to open the bonnet into what it's like being a financial adviser in a space not many financial advisers get exposure to. We also discuss all things defined benefits and some of the unexpected benefits of unlisted assets.
Joel Harty Linkedin: https://www.linkedin.com/in/joel-harty/
Pivot Wealth Website: https://pivotwealth.com.au/
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Julian is one of the founders and head of strategy at Midwinter. Coding through one and a half decades of advice changes, Julian drops by to chat about change, tech, compliance, and the future of advice.
GUEST EDIT: when mentioning ISO, it should have been ISO27001, rather than ISO9600.
Julian Plummer XY: https://www1.xyadviser.com/members/2809623
Midwinter Website: https://www.midwinter.com.au/
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James is a financial adviser with a prolific video creation strategy. He drops by to share about the difficulties and the benefits of providing content for ideal clients.
James Wrigley XY: https://www1.xyadviser.com/members/2920075
First Financial Website: https://firstfinancial.com.au/
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Paul is one of Australia's most experienced Private Wealth Managers but brings a fresh approach to his practice. It’s about simplifying the complex, creating clear space for you and aligning your finances with the things you want out of life.
Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/
Absolute Wealth Advisers Website: http://www.absolute.sydney/
Anganwadi Project Website: https://www.anganwadiproject.com/
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David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'.
David Haintz Linkedin: https://www.linkedin.com/in/davidhaintz/
Global Adviser Alpha Website: https://globaladviseralpha.com/
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The Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia
Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/
FPA Website: https://fpa.com.au/
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Baz is one of Australia's most well known industry thought leaders. The rapid success of the Social Adviser eight years ago helped move financial advice into the 21st century.
Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/
The Social Adviser Website: https://thesocialadviser.com/
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Louis is a South African adviser who has built a values driven and efficient financial planning company. He is passionate about helping his clients change the way they feel about their money.
Louis van der Merwe XY: https://www1.xyadviser.com/members/3061061
Louis van der Merwe Website: https://www.louisvdmerwe.co.za/
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Thabojan has spent years diving into a high-tough, high-value advice process. His aim is to produce successful clients through an in depth onboarding process to truly understand his client before providing any advice.
Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Website: https://www.rasiahprivate.com.au/
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Paul has the #1 community, and one of the top courses on XY. He is a marketing specialist who focuses on helping advisers acquire new clients.
Paul Giannotti XY: https://www1.xyadviser.com/members/2858456
Authentic Advice Community: https://www1.xyadviser.com/groups/1987160/feed
Content Marketing for Financial Advice Course: https://www1.xyadviser.com/courses/1815743/about
Authentic Advice Website: https://authenticadvice.com/
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Jordan is a Senior Investment Manager at Perth Mint. He has a qualified view of this unique asset class as the former Head of Investment Analytics at AMP Capital Multi Asset Group. He has written two books on gold and the economic system, and has been working in financial markets for 25 years.
Jordan Eliseo Linkedin: https://www.linkedin.com/in/jordaneliseo/
Perth Mint Website: https://www.perthmint.com/
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Host of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual Advisor System for NextGen Advisors.
Derek Notman XY: https://www1.xyadviser.com/members/3643865
Virtual Advisor System Website: https://www.virtualadvisorsystem.com/
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Maria is head of mental health and wellness at Zurich Onepath.
Maria Falas Linkedin: https://www.linkedin.com/in/maria-falas-2287a22b/
Zurich Website: www.zurich.com.au/
FSC Mental Health Paper: https://fsc.org.au/news/psychosocial-fsc-kpmg
RACP Health Benefits of Good Work: https://www.racp.edu.au/advocacy/division-faculty-and-chapter-priorities/faculty-of-occupational-environmental-medicine/health-benefits-of-good-work
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Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career.
Ray Jaramis XY: https://www1.xyadviser.com/members/2204279
Pivot Wealth Website: https://pivotwealth.com.au/
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Rick Kahler specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele in the US. Co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth.
Rick Kahler Linkedin: https://www.linkedin.com/in/rickkahler/
Kahler Financial Website: https://kahlerfinancial.com/
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Social Worker with a history of working in NGO’s leading and supporting teams of professionals.
Matthew Morris Linkedin: https://www.linkedin.com/in/matthew-morris-782a2a78
CCFSS Website: https://ccfss.org.au/
Episode Notes: https://vetoviolence.cdc.gov/apps/phl/resource_center_infographic.html
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Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM).
Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing
Dr. Ann Dadich Linkedin: https://www.linkedin.com/in/ann-dadich-40669214/
WSU Website: https://www.westernsydney.edu.au/staff_profiles/WSU/associate_professor_ann_dadich
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Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion.
Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/
Money, Mind and Meaning Website: https://moneymindandmeaning.com/
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Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships.
Eric Priebee XY: https://www1.xyadviser.com/members/2227979
Wealth Farmer Website: https://wealthfarmer.com.au/
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Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital.
Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/
Brinker Capital Website: brinkercapital.com
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Csilla is head of operations at XY and has spent the last 18 years in financial services. She also lectures at university teaching the next generation of advisers.
Csilla Skultety XY: https://www1.xyadviser.com/members/2664886
XY Adviser Website: xyadviser.com
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Vanessa's background covers financial services and physical fitness, and now works as a high performance coach specialising in mental fitness.
Vanessa Bennett Linkedin: https://www.linkedin.com/in/high-performance-coach-vanessa-bennett-neperform/
Next Evolution Performance Website: https://nextevolutionperformance.com/
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A recently retired adviser with 42 years of experience talks about his journey from sales culture to value driven advice.
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Brad Ellison is the Director and Principal Adviser at Equitem who has built his business in a way that has allowed his team to seamlessly transition into remote work in this changing environment.
Brad Ellison XY: https://www1.xyadviser.com/members/2454017
Equitem Website: https://www.equitem.com.au/
Email: brad@equitem.com.au
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Daniel is the president of the PIFA, and is working towards turning financial advice into an official profession.
Daniel Brammall XY: https://www1.xyadviser.com/members/3168725
XY PIFA community - https://www1.xyadviser.com/groups/2152781
PIFA Website: https://pifa.org.au/
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Philip has held the position of CEO at the AFA for the past three years.
Philip Kewin Linkedin: https://www.linkedin.com/in/philipkewin/
AFA Website: https://www.afa.asn.au/
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Michael is an experienced and young Principal Adviser who specialises in helping families make better financial decisions so that they can focus on the things they love. A great example of the new world and traditional world of financial advice.
Michael Khouri XY: https://www1.xyadviser.com/members/2492418
Better Financial Website: https://www.betterfinancialplanning.com.au/
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Previous to coming on as the CFO of XY Adviser through his business Air Accounting, Ben was working as an accountant in a financial planning practice. We tackle what businesses should be doing through these tough economic conditions, and some of the government stimulus packages.
Ben Andrews XY: https://www1.xyadviser.com/members/2598887
Air Accounting Website: http://airaccounting.com.au/
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Thabojan is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry by serving his clients with an ethical, fee-based model. This mean no commissions from banks and no conflicts of interest. As a methodology of putting clients at the centre of his advice, Thabojan stems all advice from firstly understanding his client's purpose in life.
Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Website: https://www.rasiahprivate.com.au/
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Freya is a former adviser with a strong technical background who chose to pursue a career path of providing mindset and money advice from tropical locations around the world.
Freya Savage Linkedin: https://www.linkedin.com/in/freyapoynton/
Freya Savage Website: https://www.freyasavage.com/
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As the Director of Human Connections at Perron Financial Group, Kelly Harris implemented a client mentoring program which quickly became a core part of PFG's value proposition. Kelly believes this program is the reason their client base has grown significantly in the last five years, despite having never spent a cent on marketing their services.
Kelly Harris XY: https://www1.xyadviser.com/members/2987123
Perron Financial Group Website: https://perronfg.com/
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Antoinette Mullins combines her experience as a trauma counsellor with her knowledge as a financial adviser to create a value proposition centred around empathy and human connection. Her business Beyond Today Financial Planning recently launched in December 2019.
Antoinette Mullins XY: https://www1.xyadviser.com/members/2589405
Beyond Today Website: https://www.beyondtodayfp.com.au/
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Matthew knows how to do remote work. Founder and CEO of Bonjoro - a video communication tool, Matt walks us through how his own remote team across multiple continents handles the day to day, and how video can make a big impression on clients.
Matthew Barnet Linkedin: https://www.linkedin.com/in/mbjbarnett/
Bon Joro Website: https://www.bonjoro.com/
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While an adviser, Sarah Riegelhuth converted her entire advice practice to be fully remote. She became so good at it, she now puts her energy into helping other businesses grow happy, high-performing remote teams.
Sarah explains the power of remote work and how your team can become even more productive by embracing a remote work culture.
Sarah Rielgelhuth Linkedin: https://www.linkedin.com/in/sarahriegelhuth/
Sarah Rielgelhuth Website: https://www.sarahriegelhuth.com/
Sarah's Emergency Remote Work Guide: https://www1.xyadviser.com/posts/work-from-home
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Hari is a very technically driven adviser who has spent his career helping his client's lives, and the financial planning industry as a whole. A long time member of XY, and an expert across a range of financial advice topics.
XY: https://www1.xyadviser.com/members/2811744
Victoria Wealth Management Website: http://www.vwm.net.au/
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Brandon is a US based former adviser who played a large role in the early success of United Capital and Financial Life Management. He now spends his time helping advisers provide more valuable advice.
XY: https://www1.xyadviser.com/members/2965443
Angie Herbers Website: https://www.angieherbers.com/
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Phil is the GM of Policy and Professionalism at the AFA and spends his days getting the attention of government to provide better outcomes for advisers.
Phil Anderson Linkedin: https://www.linkedin.com/in/philpaulanderson/
Association of Financial Advisers Website: https://www.afa.asn.au/
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Shaun has worked as an adviser, a licensee partnership manager, in broader financial services, and now aims to solve the compliance problem of advice with technology.
XY: https://www1.xyadviser.com/members/2248345
Advice Revolution Website: https://www.advicerevolution.com.au/
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This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
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The son of a financial adviser - Dean became an adviser himself before turning his attention to purchasing existing financial planning businesses.
XY/Linkedin: https://www1.xyadviser.com/members/3043757
Broadleaf Financial Group Website: https://broadleafgroup.com.au/
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This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
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Former government adviser, AFR contributor and Co-chief Investment Officer at Coolabah Capital Investments talks LIC commissions and the effect on financial advisers.
Linkedin: https://www.linkedin.com/in/christopher-joye-06333143/
Website: https://coolabahcapital.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Former adviser and #podgod host of the Goals Based Advice podcast, Fraser comes on to discuss how advisers can start their own podcast.
XY: https://www1.xyadviser.com/members/2401465
Website: https://www.adviceintelligence.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the backend. He's worked in licensing, created ETF Watch, and is working with a team to launch a new superannuation fund.
ETF Watch Website: https://www.etfwatch.com.au/
XY: https://www1.xyadviser.com/members/2432526
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
James chats about the pressures coming out of the most recent changes in financial advice, and how being open and honest about the challenges being faced can help advisers focus on collaboration.
Think Caddie Website: https://thinkcaddie.com/
James Sutherland XY: https://www1.xyadviser.com/members/2486387
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Dylan has come up through the ranks from paraplanner, through to adviser, and finally buying out his former boss in a move for succession. He talks about that transition, and how he is dealing with the current round of industry changes.
Feel So Good Wealth Management Website: https://www.fsgwm.com.au/
Dylan Martin XY: https://www1.xyadviser.com/members/2210468 General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the new regulations.
Neilson Wealth Website: https://www.neilsonwealth.com.au/
Ben Neilson Linkedin: https://www.linkedin.com/in/ben-neilson-54883055/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice.
Innovating Advice Website: https://innovatingadvice.com/
Kate Holmes Linkedin: https://www.linkedin.com/in/kateaholmes/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Roger is one of the most skilled technical compliance officers in financial advice. We dive deep into everything duties and responsibilities, from it's earliest history to current day requirements.
Blue Path Website: https://bluepath.com.au/
Roger Patterson Linkedin: https://www.linkedin.com/in/roger-patterson-baab/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic.
Adviser Logic Website: https://www.adviserlogic.com.au/
Daniel Gara Linkedin: https://www.linkedin.com/in/danielgara/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
As an adviser, Conail has experienced licensee land from the big to the small, and everywhere in between. We catch up with Conaill to see the benefits of providing advice in a smaller license, and how he uses property conversations to add more value to his clients.
What If Advice Website: https://whatifadvice.com.au/
Conaill Keniry Linkedin: https://www.linkedin.com/in/conaill-keniry-b8022a14/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In the age of Netflix, Prashant has built a company to solve a specific problem, in a unique way. One of the best examples of low cost and scalable financial advice model.
Finnacle Website: https://www.finnacle.com.au
Prashant Nagarajan Linkedin: https://www.linkedin.com/in/prashant-nagarajan/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Matthew Wood is a WA based Adviser who has had the benefit of going overseas to learn from the bright boffins all the way over in Cambridge college! Matthew was also one of the first to knock over the FASEA exam and we get into the detail on the pod.
Insight Perth Website: https://insightperth.com/
Matthew Wood Linkedin: https://www.linkedin.com/in/mattwood6/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy & Advice Consulting. Has worked across many aspects in finance over the last decade specialising in ASIC notices, incidents and complaints.
Tangelo Consulting Website: https://www.tangeloconsulting.com.au/
Conrad Travers Linkedin: https://www.linkedin.com/in/conradtravers/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In this episode, Emily Blanch chats with Megan Hodge from Your Wealthy Life. Megan's advice business recently ticked over 12 months and it's been awesome to watch her journey through the XY Community as she took the leap into self-employed life. Megan discusses breaking the mould of traditional advice, her journey so far as a self-employed adviser and how resilience has helped her overcome challenges.
Your Wealthy Life Website: http://www.yourwealthylife.com.au/
Megan Hodge Linkedin: https://www.linkedin.com/in/meganhodgefp/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father.
Plan 4 Financial Group Website: https://www.hillross.com.au/plan-4-financial-group/
Jade Eley Linkedin: https://www.linkedin.com/in/jadeeley/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Today, Clayton sits down with Pascale Helyar-Moray. From JP Morgan to launching a jewelry business, heading up a super fund to finally landing on a unique proposition to help people grow their super, Pascale has had a very interesting career. From an adviser's perspective, her solution is an easy additional piece of value add you can provide your clients.
Super Rewards Website: www.super-rewards.com
Pascale Helyar-Moray Linkedin: https://www.linkedin.com/in/pascale-helyar-moray/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Welcome back to the XY Adviser Podcast! This time, Clayton is joined by William Johns - financial planner, social entrepreneur and human rights advocate.
Health Finance and Claim Right Website: https://healthfinance.com.au/ & http://www.claimright.com.au
William Johns Linkedin: https://www.linkedin.com/in/williamjohns1/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Sam Henderson was front and centre at the Royal Commission in to banking misconduct. His name and face filled the front pages of newspapers. Sam discusses the facts of his case, how he could've done things better, and why financial advisers should remain positive about their industry. We also chat about the effects all the changes are having on mental health across the industry, and how Sam dealt with the fallout of the Royal Commission personally.
Sam Henderson Website: https://samhendo.com
Sam Henderson Linkedin: https://www.linkedin.com/in/sam-henderson-5897a024/
General Disclaimer – https://www.xyadviser.com/disclaimer/
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he handles the complexities of high net wealth clients. We cover a broad range of topics, and provide insights on how to enter in to this type of advice.
Stewart Partners Website: https://www.stewartpartners.com.au/
Brendon Vade Linkedin: https://www.linkedin.com/in/brendonvade/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA.
True Direction Website: https://www.truedirection.com.au/
Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020.
FASEA Website: https://www.fasea.gov.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible.
Certainty Advice Group Website: https://certaintyadvicegroup.com/
Jim Stackpool Linkedin: https://www.linkedin.com/in/jimstackpool/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
On today's episode, Clayton talks to Chris Carlin - 2019 AFA Rising Star Award Winner, founder of Master Your Money Now, Financial Planner and Mortgage Broker.
Master Your Money Now Website: https://masteryourmoneynow.com.au/
Chris Carlin Linkedin: https://www.linkedin.com/in/chriscarlin1/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who specialises in developing policy, process and technology solutions that empower advisers to do more.
Patrick Flynn Website: https://patrickflynn.info/
Patrick Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Today, Clayton talks with Andrew Inwood - the founder and CEO of the Coredata Group with global operations. He focuses on the area of Behavioural Economics, with a particular interest in the process of trust transfer between individuals and corporations.
Episode Resources:
Core Data Website: https://www.coredata.com.au/
Andrew Inwood Linkedin: https://www.linkedin.com/in/andrew-inwood-0207178/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest-growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big-time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments.
Episode Resources:
Goodments Website: https://goodments.com/
Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice.
Episode Resources:
Responsible Investment Website: https://responsibleinvestment.org/
Simon O'Connor Linkedin: https://www.linkedin.com/in/simonoconnor/
Additional resources: https://responsibleinvestment.org/financial-adviser-guide/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.
New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment.
Episode Resources:
Sustainalytics Website: https://www.sustainalytics.com/
Marco Sepulveda Linkedin: https://www.linkedin.com/in/marcosepulveda/
Marco Sepulveda Email: marco.sepulveda@sustainalytics.com
Responsible Investment Association Australasia (RIAA): https://responsibleinvestment.org/
Responsible Returns Web Tool: https://www.responsiblereturns.com.au/
Morningstar Behavioral Insights: https://www.morningstar.com/company/behavioralinsights
UN Principles for Responsible Investment: https://www.unpri.org/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.
New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
Get CPD points for the XY Podcast at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world.
Episode Resources:
Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au
Hope Evans Linkedin: https://www.linkedin.com/in/hope-evans-07a69539/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.
New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about the benefits of ESG investing.
Episode Resources:
Morphic Asset Website: www.morphicasset.com
James Tayler Linkedin: https://www.linkedin.com/in/james-william-tayler-547739a/
Additional resources: https://www.responsiblereturns.com.au/ & http://www.ethicaladviserscoop.org/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.
New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin - the Founder and Adviser at AdeleMartin.com and Firefly Wealth. Adele talks about how to create a following using social media to create a full funnel of inbound clients.
Episode Resources:
Website Adele Martin - https://www.adelemartin.com
LinkedIn - https://www.linkedin.com/in/adelemartin/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
New XY platform now available: App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU Desktop https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ (20% off for XY+ members https://www.xyadviser.com/plus
In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients.
Episode Resources:
Wealthful Website - https://www.wealthful.com.au/
Chris Bates LinkedIn - https://www.linkedin.com/in/christopherbates/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the Investment Director at Kelly+Partners Private Wealth – to talk about doing partnerships with the more traditional partners in financial advice.
Episode Resources:
Kelly+Partners Private Wealth Website - https://kellypartners.com.au/
Shane Hay LinkedIn - https://www.linkedin.com/in/shane-hay-6a884250/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
If there was a person at the pointy end of what the Royal Commission has done to advisers, then Neil Macdonald the CEO of the AMP Financial Planning Association is that person. In today's episode, Clayton talks to Neil about how AMP arrived at their decision to cut the valuations of businesses across the AMP license, and about how the AMPFPA is now organising the class action suit to fight this decision in court. An important one for all financial services participants to listen to as we learn what advisers are doing to push back.
Episode resources: Neil Macdonald’s Linkedin: https://www.linkedin.com/in/neilgmacdonald/
AMPFPA website: https://ampfpacommunity.force.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser.
On today’s episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful content for them, creating services that offer autonomy for your clients, and determining which are ego-feeding projects and which ones are worthwhile.
Episode Resources:
Melissa Browne LinkedIn: https://www.linkedin.com/in/melissa-browne-5262b020/
Melissa Browne website: https://www.melissabrowne.com.au/
A&TA website: https://www.byata.com.au/
The Money Barre website: https://www.themoneybarre.com.au/
(43:10) Fathom website - https://www.fathomhq.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
On today’s episode, we’re starting the conversation on how to nail the profit phase of an awesome advice business. We’ve brought in the unapologetic financial-advisor-turned-podcast-master Glen James to share his story on how he stumbled upon the podcast industry, strategies for growing a successful podcast/business, commitments to your goals, and positioning your business for profit while providing great value to your target market.
Episode resources:
Glen James LinkedIn: https://www.linkedin.com/in/glenjames/
Sort Your Money Out website: https://www.sortyourmoneyout.com
Online course: https://www.sortyourmoneyout.com/online-course
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
Today, we’ve got Clayton with business-coach-turned-businessman, David Carney--- CEO of Virtual Business Partners, a back-office solutions company for financial planning firms in Australia.
Listen on as David defines success, demystifies the pros and cons of outsourcing, how to create and maintain an effective, thriving culture-based business, keeping up with compliance and more!
Episode resources:
David Carney LinkedIn - https://www.linkedin.com/in/davidcarneyvbp/
Virtual Business Partners website: https://virtualbusinesspartners.com.au/
(49:30) Careers and Culture Page: https://careers.virtualbusinesspartners.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
"Your team should be better than you" is just one of the wise words from the legendary Centaur--- Hugh Robertson, managing director of Centaur Financial Services. Listen in for his note-worthy advice on increasing work-efficiency, capturing data on the first meeting, looking not only for the right client but the right talent as well and other golden nuggets.
Episode resources:
Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp
Hugh Robertson website: http://www.hughrobertson.com.au/
Centaur Financial Services website: https://centaurfinancial.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
In today’s episode, Ben is with Dean Holmes - co-founder and director of Absolute Wealth Advisors AKA the “Efficiency Guru”.
Listen in as they talk about acquiring the ideal clients, buying and selling businesses, setting priorities and outsourcing to increase efficiency and ultimately scale your business.
Episode resources:
Dean Holmes LinkedIn - https://www.linkedin.com/in/mrdeanholmes
Absolute Wealth Advisors website - http://www.absolutewealthadvisors.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
Daniel Brown is the CEO of Newcastle Financial Planning Group who has increased his inbound requests for new client meetings by 400% in the last 12 months alone. How did he do it?
Listen on as Daniel explains the importance of marketing and its positive impact on your business if done right, his five-step meeting process and how he is helping his team members find their niche to help the business.
Episode resources:
Daniel Brown LinkedIn - https://www.linkedin.com/in/daniel-brown-fe/
Newcastle Financial Planning Group website: https://www.newcastlefinancialgroup.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
It’s time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business.
Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his team achieve excellent results.
Episode resources:
Corey Wastle LinkedIn - https://www.linkedin.com/in/coreywastle/
Verse website: https://www.versewealth.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
On this episode, Ben Nash sits down with Mark Nagle - the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.
Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client experience more enjoyable while reducing friction.
Episode resources:
Mark Nagle’s LinkedIn - https://www.linkedin.com/in/mark-nagle/
Treysta Wealth - https://www.treystawealth.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics, a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
On today’s episode, Ben chats to Brett Evans - expert Adviser to Aussie Expats - all the way from Dubai (AKA the Sandpit) on building his company Atlas Wealth Management and how he’s streamlining his processes and efficiencies to scale up and service the increasing demand for expat advice.
Episode resources:
Brett Evans’ LinkedIn - https://www.linkedin.com/in/brettaevans22/
Atlas Wealth Management website - https://atlaswealth.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.
We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
Today’s episode is the last in the PLAN part of this series, with Ben chatting to Vince Scully - founder and chief Sherpa of Life Sherpa - who’s been in and around the industry for over three decades. Vince explains what went into the planning phase of his company and how he grew it to the success it is now.
Episode resources:
Vince Scully LinkedIn - https://www.linkedin.com/in/vincescully/
Life Sherpa website - https://lifesherpa.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
We’re interrupting our Plan, Product, Profit series to bring you a special one off episode which is less about how to become an awesome adviser and more about - potentially - one of the biggest stories in Financial Advice right now. We’re talking about Terry McMaster and the collapse of Dover.
Here’s just some of the questions Clayton has for Terry:
7:10 - Why are you so controversial, even as an individual, in Financial Services?
11:32 - Why do you think Dover was high on ASIC’s radar?
22:20 - What led to you being called to the stand at the Royal Commission?
38:00 - Why did Dover pick up the tagline ‘the licensee of last resort’ and what is your response to this?
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
On today’s episode, Ben chats with Rachel O’Connor – Adviser and mum to two young boys who started her own advice business Flourix Wealth just three months ago. So how does Rachel juggle two toddlers and a brand-new business and what were the non-negotiables she decided on before taking the leap into self-employed life?
Episode Resources:
Rachel O’Connor LinkedIn - https://www.linkedin.com/in/rachel-o-connor-65b6a595/
Flourix Website - https://flourix.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
On today’s episode, we’re continuing the conversation on how to nail the planning phase of an awesome advice business. We’ve brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following:
-What do you charge for your initial meeting?
-What does your ideal client look like?
-How you transitioned from the corporate world into being a self-employed adviser
-How did you approach the planning phase of your business?
-plus plenty more…
Episode Resources:
James Millard LinkedIn - https://www.linkedin.com/in/jamesmillard1/
Sufficient Fundz Blog - http://www.sufficientfundz.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
What makes a great financial advice offering and how do you build a thriving business? We’ve distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P’s: Plan, Product, Profit.
In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business.
Episode Resources:
Peak Wealth Management - https://www.peakwm.com.au/
Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
The team at XY have spent a lot of time thinking about what makes a great financial advice offering and business. We distilled it down to the three key elements you need to get right to have any level of success. We call it the three P’s: Plan, Product, Profit.
For the next 15 episodes, Ben Nash of XY is taking over. He’s been spending time with a bunch of advisers who are happy to share their journey of building an awesome advice business.
We’re kicking things off with the one and only Fox & Hare Financial, a modern advice business and proposition built from scratch by Glen Hare and Jess Brady.
Take it away Ben…
Episode Resources:
Fox & Hare Website - https://foxandharewealth.com/
Fox & Hare Facebook Page - https://www.facebook.com/foxandharefinancialadvice/
Glen Hare LinkedIn - https://www.linkedin.com/in/glen-hareadviser/
Jess Brady LinkedIn - https://www.linkedin.com/in/jessica-brady-21165812/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
In today’s episode, Adrian from XY sits down with the bright and bubbly Jenny Pearse (@jennypearse1) – marketing extraordinaire helping Financial Advisers build raving fans, who then become their business ambassadors.
Jenny says Advisers need to stop getting distracted by the latest, but not-always-greatest marketing tool and instead focus on understanding their clients better than anyone else, so they can effectively communicate with them through the right marketing channels.
Episode highlights:
3:15 – The risk of getting distracted by shiny marketing
5:37 – Why would your niche only want to work with you?
19:10 – The challenges you’re seeing in how Advisers communicate with the public
22:45 – Why the reward of changing lives trumps the barrier to entry as an Adviser
29:25 – Do you have a mentor? The power of mentors and tribes (just like XY)
Show Notes:
Jenny Pearse LinkedIn - https://www.linkedin.com/in/jennypearse/
Jenesis - http://www.jenesis.net.au/
Jenny Pearse Twitter - @jennypearse1
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients?
Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire.
She’s so passionate about helping Advisers use Estate Planning to entrench themselves as their client’s trusted advisor and grow their businesses, she’s created an entire blueprint course called ‘The Art of Estate Planning’ on the XY online training platform (https://co.xyadviser.com/taralucke).
Episode highlights:
7:00 – Is Estate Planning for lawyers, Advisors or both?
12:50 – Why aren’t Advisers getting involved in the EP process?
14:27 – Becoming your client’s trusted advisor
21:20 – The four fundamentals of Estate Planning
26:07 – How to subtlety position Estate Planning in client conversations
32:28 – Let’s talk Testamentary Trusts!
Show Notes:
Tara Lucke LinkedIn - https://www.linkedin.com/in/taralucke/
Tara Lucke website - https://www.taralucke.com.au
The Art of Estate Planning Community - https://www.facebook.com/groups/artofestateplanning/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
What if we told you Cara Brett, the Director and Adviser of Bounce Financial, attracted 30 new social media followers, received 10 enquiries and turned 6 of those enquiries into new clients, and all from one Instagram post? Does this motivate you to re-think your social media strategy?
Cara insists she’s no social media guru or influencer, but she is consistent and authentic. She uses her social platforms to build trust with her audience long before ever having any initial conversation with them.
This is an awesome episode, with Cara sharing what she’s been doing in the client acquisition space, how she’s using Instagram like a blog and why she’s feeling optimistic about the future of Advice.
Episode highlights:
3:15 – What’s it like running a business with your husband?
11:30 – Where are your new clients coming from?
13:09 – How are you using Instagram?
18:20 – How are you using Facebook? Who are you attracting with this medium?
22:30 – Why you need to be consistent on social media
32:30 – How do you feel about where Advice is headed?
Show Notes:
Cara Brett LinkedIn -https://www.linkedin.com/in/cara-brett-2a406229/
Bounce Financial website - https://www.bouncefinancial.com.au/
Bounce Financial Instagram - https://www.instagram.com/bouncefinancial
Bounce Financial Facebook - https://www.facebook.com/BounceFinancial/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.
It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?
Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.
She’s so versed in the uncomfortable topic of Financial Abuse, she’s putting together a course together for the XY online training platform.
Episode highlights:
2:45 – How you came to become so involved in financial abuse
5:14 – Signs of financial abuse
15:10 – What can Advisers do when they recognise financial abuse?
17:58 – Amanda’s course for the XY training platform
21:30 - When to refer to an Aged Care specialist and why
Show Notes:
Amanda Cassar LinkedIn - https://www.linkedin.com/in/amandacassar/
Amanda Cassar Website - https://amandacassar.com.au/
Wealth Planning Partners - https://www.wealthplanningpartners.com.au/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other Advisers are up to in their business. If you:
-Have recently gone out on your own as a Financial Advisor
-Are contemplating taking the leap of faith into self-employed life
-Want to hear what other Advisers are doing in their business and career…
…you’ll love this conversation with Grant Millar from Inspired Financial Planners. Grant joined the XY Community around the time he decided to set up his own advice business.
He leans on the XY Community for support when he has a question and continually provides a tonne of value to others.
Episode highlights:
2:05 – How you started your business from scratch
5:00 –The power of the XY Adviser Community
11:25 – Overcoming the ‘sales’ stigma as an Advisor
16:20 – Giving clients a new-found confidence with a cash flow offering
25:40 – What would you do different if you started again?
30:45 – How you found your niche
43:00 – XY Adviser advocating for tax deductible advice
Show Notes:
Inspired Financial Planners - https://www.inspiredfinancialplanners.com.au/
Grant Millar LinkedIn - https://www.linkedin.com/in/grant-millar/
The XY FB Group - https://www.facebook.com/groups/XYAdviser
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
A question we’ve been asking often is how do we make Financial Advice irresistible? We know the value that comes from having a great Adviser in your corner – so how are we articulating this as an industry to everyday Australians?
Vanessa Stoykov from Evolution Media is doing just this by blending her love for storytelling with a desire to educate people on the power of sound Financial Advice, and it’s making an impact.
Her debut novel ‘The Breakfast Club for 40-somethings’ and latest TV series ‘The Secrets of the Money Masters’ are just two items in her toolbox of strategies designed to highlight how important Financial Advice is and ultimately encourage more people to engage a great adviser.
Episode highlights:
6:35 – Believing in the power of Advice
6:50 –The Secrets of the Money Masters
15:40 – Is the face-to-face business model dead?
17:50 – Unintended consequences of the Royal Commission
28:05 – Financial coaches and charging retainers
Show Notes:
Vanessa Stoykov - https://vanessastoykov.com
Vanessa Stoykov LinkedIn - https://www.linkedin.com/in/vanessa-stoykov-a9b1741/
The Breakfast Club for 40-Somethings - https://vanessastoykov.com/book/
Evolution Media - https://www.evolutionmediagroup.com.au/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
Modern Advisers don’t use videos to sell their services, they use videos to highlight the feeling and emotion their services evoke. They use videos to build trust, and it’s working.
Nick Lennox is the creative brain behind Udeo video and media. He works closely with Advisers helping them generate high quality content, convey their message and showcase their unique point of difference.
Episode highlights:
10:05 – Why being in front of the camera can help you understand your why
12:55 – The power of client testimonial videos
15:45 – The most effective Adviser videos you’ve seen
25:10 – How to get comfortable in front of the camera
27:13 – How to repurpose and leverage client testimonial videos
31:00 – The mere exposure effect to build trust and credibility before a first meeting
Show Notes:
Nick Lennox LinkedIn - https://www.linkedin.com/in/nickjlennox/
Udeo Video & Media - https://www.udeo.com.au/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of your value proposition?
What if you had the tools and skillset to help clients overcome a negative relationship with money?
Lea Schodel fully transitioned from Financial Adviser to Certified Money Coach in June 2018. She’s the yoga teacher, wellness coach and creative entrepreneur blending health and financial wellbeing through her location independent business Mindful Wealth.
In this episode, Lea shares her journey and explains how she’s using Money Coaching to help people take ownership of their financial decisions.
Episode highlights:
9:45 – How are you blending yoga and financial coaching?
10:40 - Choice architecture and taking ownership of decisions
22:00 – Why there’s no scope for innovation in the current advice industry
27:40 - How can Advisers add money coaching to their offering in an over-complaint industry?
32:15 - What does your money coaching process look like?
44:30 – Understanding clients with money archetypes
Show Notes:
Lea Schodel LinkedIn - https://www.linkedin.com/in/leaschodel/
Mindful Wealth - http://themindfulwealthmovement.com
Lea Schodel - http://www.leaschodel.com/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear about the stressful and often volatile journey they undertook to get there.
Rohit Bhargava is the voice behind The Startup Playbook Podcast. He’s also seen both failure and success in his own business ventures.
In this episode, Adrian from XY and Rohit explore the many facets of startup life including tech, relationship building, the power of community and overcoming adversity – all of which can be attributed to life as an Adviser or as an Advice business owner.
Episode highlights:
8:20 – New ways of engaging your client base and prospects
11:40 – Some of the most interesting startup guests you’ve had on the show
19:20 – How adversity in business presents an opportunity
24:42 – The power of community when faced with adversity in business
27:53 – Relationship building versus transactional conversations
Show Notes:
Rohit Bhargava - https://www.rohitbhargava.co
The Startup Playbook Podcast - https://www.startupplaybook.co
Playbook Media - https://www.playbookmedia.com.au
Youtube: https://www.youtube.com/channel/UCMaccqk-6dT9pBOKJ05GbYQ
Twitter: @rohitbhargava7
IG: @rohit_bhargava
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
How are Financial Advisors articulating deep client conversations in their advice documents? What if we scoped advice on a client’s goals rather than advice related only to product categories?
These questions and a whole lot more are thoroughly discussed in this podcast with Fraser Jack, host of the Goals Based Advice Podcast.
Fraser explains the interesting power dynamic he believes exists between Advisor and client, and why Advice businesses are ultimately relationship businesses.
Episode highlights:
12:50 – How can tech help the advisor and consumer relationship?
14:49 – Scoped technology helping with Adviser productivity today
20:08 –The ability for clients to co-create their advice with the Advisor
26:14 – Articulating deep client conversations in an advice document
27:41 – Opinions and biases affecting client conversations
30:40 – Scoping advice on client goals instead of products
Show Notes:
Fraser Jack LinkedIn - https://www.linkedin.com/in/fraserjack123/
The Goals Based Advice Podcast - http://co.xyadviser.com/goalsbasedpodcast
Advice Intelligence - https://www.adviceintelligence.com
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
As Advisers and paraplanners, how can we best capture a client’s lifestyle or intangible goals in a compliant SOA?
With well over 10 years’ experience in Financial Services, Hayley Knight is the ideas woman and work life balance advocate behind Contract Paraplanning Services.
She’s a firm believer in the power of communication and relationship building when it comes to outsourced paraplanning and has plenty of great ideas to share in this chat with Adrian.
Episode highlights:
2:45 – Articulating intangible goals in a compliant SOA
8:00 – Is there any correlation between more compliance and better advice?
11:45 – Using tech to evolve the traditional and stagnant SOA
27:10 – How Hayley is getting paraplanners more involved with Advisers and the associations
32:35 – The advice process which produces the best SOAs
Show Notes:
Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce http://bit.ly/Salesforce_XY. Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
As Financial Advisors and paraplanners, how can we best capture a client’s lifestyle or intangible goals in a compliant SOA?
With over 10 years’ experience in Financial Services, Hayley Knight is the ideas woman and work life balance advocate behind Contract Paraplanning Services.
She’s a firm believer in the power of communication and relationship building when it comes to outsourced paraplanning and has plenty of great ideas to share in this chat with Adrian.
Episode highlights:
2:45 – Articulating clients' intangible goals in a compliant SOA
8:00 – Is there any correlation between more compliance and better advice?
11:45 – Using tech to evolve the traditional and stagnant SOA
27:10 – How Hayley is getting paraplanners more involved with Advisers and the associations
32:35 – The advice process which produces the best SOAs
Show Notes:
Hayley Knight LinkedIn https://www.linkedin.com/in/knighthayley/
Contract Paraplanning Services https://www.contractpps.com.au/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Micro-niching as a Financial Advisor; what is it and will it change Financial Services as we know it?
Finn Kelly of Wealth Enhancers and Clayton Daniel of XY Adviser discuss the power of behavioural coaching and why Finn strongly believes ‘lifestyle planning’ is no longer just optional, but should should be an essential part of an Advisor’s value proposition.
Wealth Enhancers are hosting their (possibly last) Coaching Academy in a few weeks (6-8 May in Sydney). There’s still time to register and learn how to become a great coach for the biggest demographic of people in the world:
Info: https://wealthenhancers.com/coaching-academy/
Tix: https://wealthenhancers.typeform.com/to/vJRIDU
Episode highlights:
5:00 – Behavioural coaching and being a lifestyle planner
7:00 – Micro-niching
11:30 – What kind of tech are you using now compared to 5 years ago?
16:45 – It’s less about being an Advisor, and more about being a brand
29:00 – How did you upskill in behavioural finance?
30:30 – The WECA academy; what is it, how to get tickets.
Show Notes:
Finn Kelly LinkedIn - https://www.linkedin.com/in/finnkelly1/
Wealth Enhancers - https://wealthenhancers.com/
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
When asked whether technology will enable or challenge what Advisers do and how they service their clients, Peter Lalor (CEO of Money Brilliant) sums it up brilliantly when he says that tech will no doubt change what Advisers do, but this change will also bring with it fantastic opportunities.
So if technology can be an enabler for Advisers, how can we make sure we’re utilising a suite of tech products which best compliments our unique value propositions?
This episode is for the Adviser who wants to better understand the opportunities tech presents and how it can be used to give a sophisticated and intelligent client experience.
Episode highlights:
7:40 – How Peter is teaming his professional career in Financial Services with his love for tech
16:10 – Open banking: Friend or foe?
18:00 – The consumer data right in Australia. What it is, how it affects our clients and the opportunities it presents.
28:40 – How Money Brilliant is doing the heavy lifting for Advisers who incorporate cash flow in their value proposition
33:15 – The benefit of integrating cash flow platform into CRM to create complete customer experiences
40:14 – What can Advisers do to speed up tech integration offered by providers
Show Notes:
Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/
MoneyBrilliant https://www.moneybrilliant.com.au/
MoneyBrilliant and Salesforce https://youtu.be/UjeJdbV4goE
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Salesforce (https://sfdc.co/XY). Blaze new trails to richer client relationships with the world's #1 CRM.
We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.
Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.
We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.
There’s no denying uncertainty within Financial Services is at an all-time high. However, in light of this, Scott Farmer of Bravium believes this is a golden opportunity for Financial Advisers to re-evaluate their business models, think about how they can add and articulate their value to their clients and continually evolve.
He doesn’t for one minute think it will be easy, but he’s confident it will be worth it if Advisers are to continue making a meaningful difference to clients lives and build profitable businesses.
Bravium has been supporting a fee for service model since 2009. Taking a totally holistic approach, Scott and his team will not take on new clients who are only looking for specific transactional advice.
This episode is a deep dive into Scott’s value proposition and the process he has built to ensure his team are continually going above and beyond for their clients.
Episode highlights:
4:10 - How industry uncertainty is prompting Advisers to re-evaluate their business models
6:15 – How you transitioned to a fee for service model
12:00 – What’s the first step to letting go of insurance commissions?
22:45 - Why Advisers are underestimating the cost of providing advice
32:35 – What’s your initial engagement steps with clients?
38:45 – Why you built your own cashflow fintech solution?
Show Notes:
Scott Farmer LinkedIn - https://www.linkedin.com/in/scott-farmer-57647825/
Bravium - https://www.bravium.com.au/
SavvyApp - https://www.savvyapp.com.au
XY ON TOUR Event Info & Tickets - https://co.xyadviser.com/xyontour-podcast
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Are you an insurance adviser who will be affected if the removal of insurance commissions goes ahead? If the RC’s final report has given your confidence a hit, Dean Mannix (LinkedIn:/deanmannix) of SalesITV (https://www.deanmannix.com) is here to remind you of the valuable work you are doing and why he believes you should absolutely be remunerated accordingly.
This episode hits the proverbial ‘nail on the head’ on many topics, and there are so many incredible nuggets of information shared which relate directly to Advisers and how they can do their best work.
Dean Mannix is the undisputed expert when it comes to customer centric sales. He has taught sales in over 28 countries and to some of the smartest people in the world. Dean has also created two courses on the www.xyadviser.com training platform, and both expand on everything he talks about in this episode with Adrian.
Episode highlights:
5:26 – Why Dean supports insurance advisers being compensated via commissions for the hard work they do
9:46 – How can advisers better articulate their value when it comes to insurance?
17:36 – Six key reasons why Advisers don’t get referrals, and how to avoid them
20:41 – Why your clients should be part of your BDM team
35:09 – How advisers can set the expectation of their value to the client
36:36 - The importance of telling a compelling story to your target demographic
40:26 – How to get out of the trap of trying to serve all prospects, and only focus on the ones you can deliver the most value to
Show Notes:
The SalesROI Methodology Course - http://link.xyadviser.com/deanmannix-salesroi
Grow Your Pipeline With Referrals - http://link.xyadviser.com/deanmannix-referrals
XY Adviser Online Training Platform - www.xyadviser.com
General Disclaimer - www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Which areas of the Financial Planning process do you really enjoy? What if you could eliminate the areas of Financial Planning you don’t like, and focus on the ones you enjoy most? Well, that’s exactly what Amie Baker (LinkedIn: /amie-baker-10975828) of Rekab Advice (https://www.rekabadvice.com.au) did.
Amie realised being her client’s active investment manager was not how she could provide the most value, so she made a conscious decision to outsource all areas of FP she doesn’t enjoy, to focus on what she does best - helping her client’s articulate what they want out of life and tailoring a financial plan to help them get there.
This is a great episode for anyone who wants an insight into what one successful adviser is doing in her business.
Episode highlights:
12:30 – How has your life experiences helped you as a Financial Advisor?
18:41 – The elements of Financial Planning Amie has outsourced and why
22:50 – What did you do to get better at behavioural finance?
27:48 – The scarcity mindset with money, and how to help your clients who have this
32:25 – Why Advisors need to get creative in changing the perception of advice to the average Australian
47:40 – As an Advisor, do you ever feel like there’s an end date to working with a client?
Show Notes:
Dare to Lead book by Brene Brown (amazing idea for Advisors) - http://link.xyadviser.com/brene-brown
Tribes book by Seth Godin (great for business and getting your confidence to influence and lead) - http://link.xyadviser.com/seth-godin
Nudge book by Cass Sunstein & Richard Thawler - http://link.xyadviser.com/cass-sunstein
Misbehaving book by Richard Thawler - http://link.xyadviser.com/richard-thawler
Thinking Fast And Slow book by Daniel Kahneman - http://link.xyadviser.com/daniel-kahneman
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (https//www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Are you a Financial Advisor who needs to implement a marketing strategy from scratch? Have you dabbled in the marketing game across different social platforms, but not sure if you’re seeing results?
Do you want to know THE magic formula to creating the ultimate marketing strategy for yourself or your Financial Advice business?
Well, we hate to be the bearer of bad news but unfortunately there is no magic formula or cookie cutter approach to nailing the marketing game as an advisor (sorry!). However there ARE several strategies you can use to determine the kind of marketing approach best suited to yourself or your business, and it all starts with delivering a great…. client experience.
Michael Back (LinkedIn:/michaeljback) is the business coach, customer experience and marketing expert for Financial Services. His company Human to Human (https://www.humantohuman.business) works closely with advice businesses helping them create a win-win-win situation; which includes an aligned team, happy clients and a thriving business.
There are so many nuggets of marketing gold shared in this episode, here are just a few highlights:
7:05 – The power of podcasting and getting your message in front of the right person at the right time
15:40 – Digital marketing vs human marketing. Do marketing cycles exist? Have we come full circle?
20:50 - Why business owners are getting distracted by ‘shiny marketing objects’ and how to avoid the scatter gun approach
30:35 - How long should you test a marketing strategy before analysing if there is a valuable ROI?
36:40 - What are the biggest problems you’re seeing advisors facing in the client experience phase?
46:45 – What is the best way for growing businesses to attract new and sticky clients?
Show Notes:
Human to Human - https://www.humantohuman.business
Screw Work, Let’s Play Book by John Williams - bit.ly/screwworkletsplay
The Psychology of Persuasion book by Robert B. Cialdini - bit.ly/psychologypersuasion
XY Adviser Online Training Platform - www.xyadviser.com
General Disclaimer - www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (http://jo.my/hub24), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
It seems most Financial Advisors are no longer of the mindset that Fintech is going to replace them, but rather complement them and their value proposition for clients.
So if this is the case, surely the question then has to be - how can Advisors leverage the power of Fintech in a post royal commission world?
Chris Ridd (LinkedIn: /chrisridd) has an impressive career history in tech. After working at Microsoft for 15 years, he then took on the role of CEO at Xero and led the growth of the company from a handful of employees to over 300. Now, he is part of the executive team at myprosperity (https://www.myprosperity.com.au) and believes the key for an advisor to not just exist, but to flourish in a post RC world, is to first help their clients feel like they’re in control.
In this episode you’ll learn:
4:22 – The three elements Chris looks for in a sound startup.
12:44 – What’s the key for an advisor to not just exist, but to flourish in the next 5- 10 years?
31:00 – How to be an effective leader and drive a great company culture
35:10 – Why leaders DON’T need to know everything, and the importance of authenticity
39:17 – What is the best thing advisors can do to grow their business?
41:24 – Are advisors using MyProsperity as a lead generation tool? If so, how?
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
A question the Financial Advice industry has been asking for a long time is - how do we attract the 80% percent of people who do not seek advice?
To tackle this problem head on, Paridhi Jain (LinkedIn: /paridhi-jain) instead started asking - how can I educate people on money fundamentals and enable them to progress to a point in their life where they can afford to engage the services of a Financial Advisor? Enter Skilled Smart (https://skilledsmart.com.au).
Before Paridhi founded Skilled Smart, she spent a lot of time talking to both potential students and financial advisors to better understand their problems and how she might be able to bridge this gap in money education.
Through Skilled Smart, Paridhi has developed a six week program and partners with finance professionals to teach and help adults navigate their way around the ‘money game’.
In this episode you’ll learn:
4:30 - What inspired you to start Skilled Smart?
14:53 – What are the other options for those who can’t afford advice?
20:50 – The importance of dialling down financial jargon and taking it back to basics when educating clients
24:50 - Two techniques you can use to better understand your clients problems
42:28 – What is the most important thing to learn about money?
48:40 – Is your program white labelled?
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
There’s a new wave of Financial Advisors emerging. They’re courageous, they’re status quo disruptors and they want to deliver great advice with purpose.
And when it comes to purpose-driven advice, there’s arguably no one more determined than Tristan Scifo (LinkedIn:/tristanscifo) - the financial advisor, mentor and coach behind Purpose Advisory (www.purposeadvisory.com.au).
Tristan is a proud optimist and passionate ‘equipper of people’ who helps clients discover a deeper understanding of themselves, identify their purpose and mould a wealth creation strategy to suit.
He was also one of the 400 Dover Financial Advisors who were abruptly left without a license back in July 2018. So how did he bounce back from this challenge, and what has he been up to in his business? You’ll learn about this and much more over the next 45 minutes.
Episode highlights:
3:30 - So Dover collapsed and you lost your new license. What did you do next?
12:14 - How are you blending fulfilment retreats with Financial Advice?
24:21 - What is the new wave of Financial Advice?
28:45 - A real-life example helping clients find their truth and taking action
30:18 - The power of asking questions and challenging your clients goals
32:40 - The 'Awesome Advisor' concept and what a purpose-driven advice business looks like
41:35 - What’s the one thing the advice industry should change to become better?
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience.
They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Most Financial Advisors know how to deliver amazing advice to their clients, but have absolutely no idea how to market themselves to new or existing clients.
There are however a select handful of Advisors who truly understand the power of content marketing and use this as a tool to engage and educate their client base while maximising every opportunity to attract new and sticky clients. So, which advisor are you? Or a better question might be, which kind advisor do you want to be?
David Barbeler (LinkedIn:/davidbarbeler) and Thea Cowie (LinkedIn:/theacowie) are the brains behind 99Content (www.99content.co), a white label content subscription service specifically for Financial Advisors and Mortgage Brokers. They’re helping Advisors deliver punchy and digestible content direct to their clients, leaving them more time to do what they do best - give great advice.
Here’s what you’ll learn in this episode:
8:15 – Why is content creation such a powerful form of marketing?
9:00 – How are you nailing the process of getting content in front of advisers’ clients?
18:14 – Easy things you can do to create content (when you’re not a writer)
27:40 – How do you go about deciding on the content? What are you seeing trending?
30:55 – It’s all about the hook! What is it? How do you draw your readers in?
46:18 – Your #1 tip for advisors to improve their content or get started
Show Notes:
99Content Two Month Free Trial for XY Advisers - www.99content.co
Trint Online Transcribing - www.trint.com
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
“Is the licensee creating the right environment for the adviser to do their best work in the best interests of the client?”
You’ll hear the above quote delivered by this week’s guest, Mark Hoven (LinkedIn: /markhoven) - CEO Wealth at Adviser Ratings. You’ll also hear why this particular question is part of the reason Adviser Ratings are now looking to roll out a rating system for licensees within the Financial Services industry.
Mark’s professional career is an impressive (and mixed bag) of engineering, stock broking and corporate finance. Though it’s his current role where he really shines, leading a growing and highly responsive startup team.
In this episode you’ll learn:
8:53 – Why you can be truly responsive as a scaling startup.
13:18 – How Adviser Ratings are becoming a bridge to the industry between consumers and advisers.
19:20 – The limitations advisers face with licensees in delivering their best work to clients.
22:09 – Will a lack of uncertainty remain if there is a change of government?
26:01 – How we can start servicing groups, who have traditionally not been touched by advice.
34:15 – Is technology the answer to all advisers problems?
Show Notes:
Adviser Ratings Robo Register - https://www.adviserratings.com.au/pdf/RoboRegister_ONLINE.pdf
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
Sara Lucas (LinkedIn: /saralucas1) is an expert when it comes to UK based pensions. She works exclusively with British clients who have frozen pensions, advising them of their options and what they can do with them here in Australia. With over 30 years’ experience in global Financial Services, Sara loves using the knowledge she’s gathered to help people achieve better outcomes in their lives.
Here’s what you’ll learn:
1:45 – Your professional and personal background
4:26 – Your niche specialty as a Financial Advisor
9:04 – The importance of diet to reach peak performance
9:32 – Do you incorporate your passion for health in your Financial Planning work?
12:30 – What are some easy things people can do to work towards better health and performance
14:00 - A detailed insight into what British clients can do with their UK pensions in Australia
24:46 – How you’re working with other advisers who have clients with UK Pensions
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
As a new(ish) self-employed financial advisor, Ron Pratap (LinkedIn: /ronaldpratap) has discovered his keys to success include having a strong licensee relationship, spending plenty of time investing in education and taking on the role of president of the BNI Narellan chapter.
Ron opened the doors of RP Wealth Management (www.rpwealthmanagement.com.au) nearly two years ago and has put a lot of effort into growing his referral reach and online strategy organically. We asked Ron to swing by the studio and give us an update on how things are tracking in his business since jumping on one of our earliest XY Live episodes back in April 2017.
Here’s what you’ll learn:
2:30 - The target market Ron is focusing on at the moment
6:00 – How a typical RP Wealth Management review meeting starts
7:25 – What’s the metric you look at to measure performance in your business?
11:37 – How did you get started in your own business?
16:00 – At what point in the advice process do you ask clients to review you online, and how do you start that conversation?
24:00 – Being a coach vs being a technical advice specialist
35:28 - Why Ron loves helping younger advisers and his ‘pay it forward’ mentality
Show Notes:
RP Wealth Management - www.rpwealthmanagement.com.au
Ronald Pratap LinkedIn - www.linkedin.com/in/ronaldpratap
XY Adviser Online Training Platform - www.xyadviser.com
General Disclaimer - www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Dr. Carla Harris’ (LinkedIn: /drcarlaharris) professional career is nothing short of diverse. After completing her PhD in Environmental Science, she then pivoted into the Workplace Gender Equality Agency’s Research & Analytics division.
More recently, she completed her MBA and spent a lot of time looking at how to reduce the superannuation gap, which is so prevalent for many Australians.
Highlights from this episode:
5:20 – What is LongevityApp and how does it work?
9:30 – What Financial Advisors can do to help close the super gap
6:15 – Why consumers won’t think about their future if they have to make an immediate or lifestyle sacrifice now
14:17 - Why Advisors play a really important role in creating early engagement around super
17:36 - Is the statement ‘young people don’t care about super’ really true?
Show Notes:
Longevity App - www.mylongevityapp.com/
XY Adviser Online Training Platform - www.xyadviser.com
General Disclaimer - www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
If you’re a Financial Advisor, you probably champion a preferred investment philosophy – active or passive. Though when it comes to having the ‘investment discussion’ with clients, do you really understand how indices work? How often they’re rebalanced? Or how to accurately measure an ETF’s performance?
Enter Stuart Magrath (LinkedIn:stuart-magrath-9b6a147/). He’s the Head of Channel Management for the S&P Dow Jones Indices (a business unit within S&P Global) who works with Financial Advisors, educating them on how to incorporate a strong passive investment methodology in their service model.
In this insightful episode, you’ll learn:
11:54 – Stuart’s professional career with S&P Dow Indices and whether he thinks there’s no such thing (really) as passive investing
14:38 – The S&P ASX Methodology and where you can learn more about it
15:50 – Does passive investing trump active and what is the SPIVA report?
18:00 - What is the ‘Persistence of Active Funds Report’?
26:16 – How Stuart and his team are working with Financial Advisors
27:45 –What U.S. Advisors are currently doing in the ETF space vs Australia
31:05 – Can Advisors in Australia create their own ETF? How can they do it?
48:08 – Three things that make ETFS a good vehicle for Advisors and clients
Show notes:
S&P Dow Jones Indices - https://au.spindices.com/
SPIVA® Australia Scorecard (Mid-Year 2018) - https://www.xyadviser.com/wp-content/uploads/2019/01/spiva-australia-mid-year-2018.pdf
Persistence of Australian Active Funds Report (Mid-Year 2018) - https://www.xyadviser.com/wp-content/uploads/2019/01/research-persistence-of-australian-active-funds-september-2018.pdf
A-VIX - https://au.spindices.com/theme/a-vix/
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
S&P Dow Jones Indices LLC, S&P, Dow Jones and their respective affiliates (“S&P Dow Jones Indices”) and their third party licensors makes no representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P Dow Jones Indices and its third party licensors shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is not an indication or guarantee of future results. Some of the information contained within this podcast or video may represent hypothetical historical performance. Any back-tested information contains inherent limitations and may not result in performance commensurate with the back-test returns shown.
Except for certain custom index calculation services, all information provided by S&P Dow Jones Indices is general in nature and not tailored to the needs of any person, entity or group of persons. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties and providing custom calculation services. It is not possible to invest directly in an index. Exposure to an asset class represented by an index may be available through investable instruments offered by third parties that are based on that index. S&P Dow Jones Indices does not sponsor, endorse, sell, promote or manage any investment fund or other investment product or vehicle that seeks to provide an investment return based on the performance of any index. S&P Dow Jones Indices LLC is not an investment or tax advisor. S&P Dow Jones Indices makes no representation regarding the advisability of investing in any such investment fund or other investment product or vehicle. A tax advisor should be consulted to evaluate the impact of any tax-exempt securities on portfolios and the tax consequences of making any particular investment decision. S&P Global keeps certain activities of its various divisions and business units separate from each other in order to preserve the independence and objectivity of their respective activities. As a result, certain divisions and business units of S&P Global may have information that is not available to other business units. S&P Global has established policies and procedures to maintain the confidentiality of certain non-public information received in connection with each analytical process. Please see the Performance Disclosure at http://www.spindices.com/regulatory-affairs-disclaimers/ for more information regarding the inherent limitations associated with back-tested and/or hypothetical performance.”
After looking at the current state of the advice process, Shaun Green from Advice Revolution and Spark Partners found a huge inefficiency in the way information is transitioned from adviser to the back-office team.
As a result, he and his business partner Adrian Patty have built a solution to tackle this inefficiency. This piece of tech was never the end goal of their new business though, at least not to begin with. So how did they end up here? And where is the future of advice headed?
Highlights from this episode:
6:45 – How would you provide advice for $500?
11:28 – What’s hindering the process of automating data capture?
18:40 – Whether to get rid of grandfathered commission and the impact this would have on the industry
25:16 – The Advice Revolution journey and how it all began
29:47 – What do you think advice businesses struggle with the most?
48:29 – Why can’t we have a one page SOA?
Show Notes:
Advice Revolution - www.advicerevolution.com.au
Spark Partners - www.sparkpartners.com.au
Shaun Green - www.linkedin.com/in/shaungreen1/
XY Adviser Online Training Platform - www.xyadviser.com
General Disclaimer - www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
As a Financial Advisor, we’re sure you have an opinion about cryptocurrency. Some advisors are for it, others steer well away from it, but how educated are you about the new asset class… really?
Skye Dunworth (in/skye-dunworth/) is the computer scientist turned business management consultant turned Crypto entrepreneur who is on a mission to educate and empower (mainly) women in the cryptocurrency space with her app @Spendher. After being introduced to the world of blockchain and ‘internet money’ as Clayton calls it, Skye found a gap in the market which she believes can be filled through education and a way to easily trade and invest.
Here’s some highlights of this episode:
5:37 – Crypto as a brand new asset class
5:57 – Why pushing the hope out of Crypto is a good thing
7:37 - How Skye got started in Crypto
11:13 – What problems do you see Crypto solving in the world today?
27:05 - Trading volumes on the @Spendher app
29:45 – Why Crypto is an ever-evolving tech piece
41:15 – How Skye is helping advisors tackle the cryptocurrency conversation with clients
44:00 - Where you can find Skye and connect
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Donal Griffin (in/donalgriffin) of Legacy Law (www.legacylaw.com.au) is a specialist lawyer and ‘recovering’ Financial Advisor who is in the business of fighting families. Sorting out family fights that is. With over 25 years’ experience in legal affairs, Donal is proud to be known as the trusted legal advisor to families who are doing interesting things.
Donal has also put together a course for the XY online training platform which provides several practical takeaways and examples of how advisers can not only start the estate planning conversation with clients, but own it. You can check out his course here - https://www.xyadviser.com/courses/how-xy-advisers-can-get-into-estate-planning/
Here’s some of what you’ll learn in this episode:
1:42 – Is a binding financial agreement really binding? How does it actually work?
9:00 – What a typical work week looks like for Donal and the situations his client’s get themselves into
10:11 – The ramifications of digital signatures with trust deeds and the effect this has on SMSF’s
17:32 – Estate Planning – should advisors spend time in this area with clients or outsource?
19:07 - Best practices if you don’t want to include Estate Planning in your service offering
20:24 – The lowdown on Testamentary Trusts - the tax benefits and other things to be aware of
40:26 – How Donal successfully partners with Financial Advisors, and the value clients receive
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Being a Financial Advisor is not all that different to being a cop, according to Shane Black of Pearl Financial that is.
As an ex police officer, Shane uses behavioural psychology to help clients get in tune with what’s actually important to them, rather than what they think should be important to them.
He’s a ‘Masters of Applied Finance’ graduate who switched from law enforcement to Financial Advice in 2012 and has been helping his client’s kick their biggest financial and lifestyle goals ever since. When he’s not working with clients or spending time with his young son William, you can find him cracking plenty of (dad) jokes in the XY Facebook Group (www.facebook.com/groups/XYAdviser).
Here’s the nuggets of FP gold from this episode:
5:32 – Why Shane re-branded to his business four years ago
8:23 – What Shane’s work hours looked like before his son was born to now and how he’s adjusted his workflows
10:21 – Virtual outsourcing and the first task Shane gave to a virtual assistant
17:15 – Where Shane find clients and his referral strategy
23:02 – What is Shane working on in his business now? Hint: the key theme is content
29:45 – What Shane does really well as an advisor, and what he wants to be really good at next
39:15 – Shane’s mission, and why he enjoys working with professionals and business people
Show Notes:
Shane Black on LinkedIn - www.linkedin.com/in/financial-planner-sydney/
Pearl Financial - www.pearlfinancial.com.au
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
With marketing being the single biggest topic of discussion in the XY Community (www.facebook.com/groups/XYAdviser), we’re kicking off a brand-new series within the XY Podcast focused entirely on, yep you guessed it - marketing. Tailored for Financial Advisors but applicable to all other industry professionals, these episodes are going to give you practical examples and step by step processes with a look into how the most successful advisors are nailing this space.
First cab off the rank is none other than Ben Nash (LinkedIn:/benjaminjnash/) - Founder and Adviser of Pivot Wealth (www.pivotwealth.com.au) and Co-Founder of XY Adviser. Aside from a very strong beard game, Ben has built his advice business from scratch using a strategic and unique marketing strategy. This strategy evolved from Ben’s desire to never rely on anyone else to find clients, and we can confidently say he is nailing it.
This episode is a deep dive into the exact process Ben used to market his business and attract clients from day one. You’ll hear about the coaches, programs and mentors Ben has leveraged in building his business, why a support network has been a vital part of his success, how he promoted his live workshops and the impact they had on his audience, Ben’s total game changer when it comes to explaining his fees to prospective clients and why incremental improvements trumps trying to ‘jump the great wall’ every time.
Show Notes:
Get Unstuck book by Ben Nash - http://bit.ly/get-unstuck-book
Pivot Wealth - www.pivotwealth.com.au
Steve Salvia - www.blackwing.com.au
The three R's Worksheet - http://bit.ly/RRR-worksheet
Simon Bowen - www.modelsmethod.com
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Do you think Superannuation companies are taking advantage of Australians by having them unwittingly pay away their retirement funds in super fees? Chris Brycki thinks so.
Chris Brycki (LinkedIn: /in/brycki/ ) is the Founder and CEO of Stockspot (https://www.stockspot.com.au) – an online investment robo-advice company with a mission to help more Australians access expert investment advice and portfolio management. He’s also on a mission to do away with high fees, confusing jargon and lack of transparency which he believes is giving Financial Services a bad reputation.
In this episode, Chris sits down with Clayton and Ray from XY Adviser to discuss Stockspot’s annual ‘Fat Cat’ Report, why Chris believes super companies are experiencing diseconomies of scale, why Chris started a robo-advice company and whether it can be integrated with traditional Financial Advice and why you need an ‘edge’ when making an investment decision.
XY Adviser Online Training Platform - www.xyadviser.com
General Disclaimer - www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they want in life, but how’s your sales skills? Do you tailor your communication methods to suit individual clients and provide a great experience? How do you demonstrate your worth as an advisor and overcome any objections?
Davina Poletto (LinkedIn:/davinapoletto/) is the Customer Success Coach from SalesITV (www.salesitv.com.au) with 20 years’ combined experience in funds management with a brief period as a Financial Advisor. Having always had a passion for sales and from her experience in Financial Services, Davina believes somewhere along the way sales has become a dirty word when it really doesn’t have to be.
In this episode, Adrian and Davina discuss the negative impact excessive administration and compliance requirements has on delivering great advice, why advisors need a solid support system to deliver compliant advice, why sales skills are an integral part of the advice process and the outcome of selling ethically versus selling in a pushy or aggressive manner.
XY Adviser Online Training Platform - www.xyadviser.com
General Disclaimer - www.xyadviser.com/disclaimer/
This podcast is proudly supported by netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
One thing we know about the XY Community is they love hearing from other Financial Advisors and listening to what they’ve been up to, and one very interesting Advisor who is well worth hearing from is the ‘grandad’ of XY Adviser – Dean Holmes (LinkedIn:/mrdeanholmes/).
Dean is the Co-Founder and Wealth Advisor at Absolute Wealth Advisors (www.absolutewealthadvisors.com.au). He also supports four other innovative Financial Advice businesses under his AFSL The Wealth Network (www.wealthnetwork.net.au). When it comes to taking on new advisors under his license ‘wing’, Dean says choosing the right people is crucial; there must be an alignment of vision and an alignment of values between both parties because the decisions you make about people in the front end of your world ultimately affect the decisions you make within your businesses later on.
In this episode you’ll learn how to find the right people to join your organisation, the benefit of incorporating a business coaching program into your organisation (and the one Dean uses), the importance of building trust with prospective clients and the different ways Dean has watched advisors in his network do this and the outcome Dean and Clayton would like to see from the Royal Commission.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Imagine having access to a proven financial coaching strategy designed to help millennial clients smash their financial and lifestyle goals and become the best version of themselves. Now imagine learning this strategy from the #1 Advice firm for millennials - Wealth Enhancers (www.wealthenhancers.community).
Finn Kelly (@TheFinnKelly) is the Wealth Enhancers co-founder, Young Presidents and Entrepreneurs Organisations Forum Facilitator, Speaker and Millennial Money Expert who built a niche business model which didn’t yet exist in Financial Services. Aside from providing a highly successful financial coaching service to high performing millennials, Wealth Enhancers have also built a strong and reputable brand which has become well renowned not only in the finance industry but with consumers seeking advice.
In this episode, Finn explains the key differences between a Financial Adviser and a Financial Coach, how Wealth Enhancers built a different view of Financial Advice for a generation who traditionally haven’t sought advice, the four elements you need in your offering to help millennials build financial wealth and how Financial Advisers can work together to raise the collective consciousness and provide great advice to those who really need it.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Imagine being part of a career advocacy program specifically designed to help female financial advisers obtain guidance, advice and support from other experienced and successful advisers to help them achieve their full potential.
Allison Macfarlane (LinkedIn: allisonmacfarlane/) is the Distribution Manager from Centuria (www.centuria.com.au) who has a wealth of experience working closely with Financial Advisers and is passionate about supporting women in Financial Services through the Financial Executive Women Association (www.executivewomeninfinance.com.au/).
In this episode, Allison and Ray discuss why we’re seeing more females start a career in Financial Services than ever before and why the current regulatory framework needs to change to reach the 80% of consumers who would benefit from sound financial advice. Allison also explains how Centuria’s unlisted and listed property funds work, the types of Advisers suited to this model of specialist investing and the licensing requirements you need to be aware of.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Are you a Financial Adviser looking for ways to engage more people with their money? Learn from a business strategist, innovator and financial adviser who has created a platform giving more people access to great financial support to make better financial decisions.
Gavin Glozier (@GGlozier) is the Director & Co-Founder of Your Wealth Hub (YWH) (www.yourwealthhub.com.au) who works with progressive employers to deliver financial wellness programs to employees designed to alleviate financial stress around money and improve workplace morale and productivity.
In this episode, Gavin explains how YWH is able to go into a workplace and give employees a safe space to discuss their financial problems, how Financial Advisers can leverage the power of education to help more people start engaging with their money, how Gavin runs four businesses while working remotely from Bali for part of the year and whether Gavin believes legislation will get re-written to de-couple financial advice from products post Royal Commission.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
When it comes to vertical integration and regulatory requirements in the advice industry, there’s no one more qualified to give us the 101 then Claire Wivell Plater (@ClaireWivPlat) of The Fold Legal (www.thefoldlegal.com.au).
In this insightful episode with Ray and Adrian of XY Adviser, Claire discusses whether the industry has an issue with ‘vertical integration’ or rather a ‘conflict of interest’. She also explains what Target Market Determination is and how it will help advisers provide more appropriate advice as well as the key to managing the potential issues that arise with in-house products.
If the words compliance, best interest duty or vertical integration have ever made your ears prick up, this is the episode you want to listen to.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.
Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.
Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: www.absolutewealthadvisors.com.au/ )who juggles a family of three kids and holds the unofficial record for the loudest keyboard tapping (according to Ben). Stella started out providing great customer service to clients nine years ago as a CSO and is now providing great strategic advice to families and individuals, and loving it!
In this episode, Ben and Adrian find out what work-life balance looks like for Stella, how the AWA team structure their upfront and ongoing services, how they shift their advice process to cater for both younger and older clients, the benefits of mapping out client reviews a year in advance and how AWA is leveraging videos to train staff and educate clients.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
Brian Parker (@parkernomics) is a public speaker and regular on Sky Business as Sunsuper’s Chief Economist (www.sunsuper.com). Aside from great banter, Brian also has over 20 years’ experience in asset allocation, macroeconomics and the art of investing.
In this episode, Brian, Clayton and Adrian discuss key macro factors advisers need to be aware of as well as a snapshot of what’s happening across international markets. Brian also touches on jobs likely to be the source of growth in the future and what makes a sound investment. Adrian opens up the ethical investing and social business conversation while Clayton wants to know if AI is really making humans redundant in Financial Services.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
Pop the virtual champagne – XY Adviser celebrates its 100th podcast episode - and what a ride it’s been! We invited XY legend Naomi Christopher (@naomi_midwinter) into the studio to reflect and reminisce on early podcast episodes, the modern adviser conference and the day the XY Adviser idea was born.
We also discuss how the XY community has evolved thanks to incredible peer to peer engagement (shout out to XY champion Dylan Martin) and give insights into what it’s like to moderate a group of 2,500 + professionals.
We look at how far advice has come, where it’s headed and how the XY Community is going to help it get there. And in light of everything going on in the industry, Ben poses the question – in 12 months from now, will more or less people have a financial adviser?
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
There has been plenty of discussions as well as some confusion in the XY community around QROPS. What is it (really) and how do we help our UK expat clients in this space compliantly? So to go beyond just the nuts and bolts of it all, we went straight to the source and invited Adam Turk (@adamdturk) – UK Expat and CEO of Harbourside Capital (www.harboursidecapital.com.au/) into the studio to give us the lowdown.
Aside from getting the ‘everything you need to know about QROPS’ spiel, this episode also explores (and debates) Best Interest Duty, holistic advice against vertical integration, important changes coming for anyone using an MDA and Adam’s take on passive investing.
Let the debate begin….
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
Chris Bates (LI: /christopherbates/) is one half of the brains behind new property podcast ‘The Elephant in the Room’ (www.theelephantintheroom.com.au/) which has already seen up to 300 downloads per day. It’s not your typical property podcast with Chris focusing on what buyers and sellers should and shouldn't do, whether or not we should trust real estate agents and how to play the 'auction' game.
In this episode, Chris (Director and Adviser of Wealthful - www.wealthful.com.au/) sits down with Ben and Clayton to discuss how his podcast has become an education piece for his clients, the impact and importance of behavioural finance (did someone say cognitive minimalism?), how Chris is streamlining his business processes before looking to hire and why staffing is such a pain point for new(ish) self-employed advisers.
XY Adviser Online Training Platform -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
Hayley Pearse (@hayleycpearse) of Caboodle Financial Services (www.caboodlefs.com.au) is the ‘knowledge sponge’ and go-getter Associate Adviser turning what her clients often perceive as complex, into simple and easy to understand conversations. She’s a former CSO and Compliance Officer who knows more than a thing or two about building strong and authentic client and business relationships.
In this banter-filled episode, Hayley highlights the benefits a solid support staff network can have in your business (shout out to Hilary at Caboodle), how Hayley breaks down the barriers that comes with being a young female adviser and how she is using email automation to nurture Caboodle’s large client database.
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
Michael Houlihan (LinkedIn: /michael-houlihan-2a24b818) is a guy who definitely doesn’t know how to sit still. He’s the CEO of Mainstream Superannuation Services – a Superannuation Administration House, CEO of a small industry super fund, part owner of a Financial Planning firm and Director of a Research Firm, and that’s just his professional life.
He’s a wealth of knowledge in the finance space, which is why we sat down with Michael for a deep dive discussion into the history, the differences and the future of industry and retail funds, how to raise consumer engagement around super, why he believes the superannuation landscape will look vastly different in five years, passive vs. active investing and Michael’s process for choosing appropriate direct investments.
This episode is certainly relevant to all advisers and highlights some thought-provoking ideas and opinions on a wide range of topics.
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
Since pivoting from financial advice into a more permanent mortgage broking role, Marcus Roberts (@mrmarcusroberts) of Brighter Finance (www.brighterfinance.com.au) is the co-creator and co-host of the new Sydney Property Insider podcast (www.sydneypropertyinsider.com.au). A B2C podcast created with the intentions of providing property purchasing advice without the hard sell (no off-the-plan spruiking here!).
This episode is one part stand-up comedy and one part thought-provoking discussion with Marcus sharing the process, the costs and considerations of setting up a new B2C podcast in the finance space, why he chose a podcast over blogging and why he shifted from Advice to Mortgage Broking (and is killing it in the referral space).
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
She’s been dubbed the ‘Walking Corporations Act’, and has been on the pulse of Financial Services regulation since the beginning of the AFSL. So, if you’re thinking about self-licensing or if the regulator ever comes knocking, Jaime Lumsden Kelly (@jaimelumsdenkel), Solicitor Director from The Fold Legal (www.thefoldlegal.com.au) is who you’ll want to call.
In this episode, Clayton and Jaime discuss what self-licensing is, how it works and everything you need to consider if you’re thinking of going down the independent path. Jaime gives examples of how some Advisers have come unstuck, the risks associated with self-licensing and what she believes is the root cause of conflict between ASIC and Advisers (and how we might fix it).
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
Like most entrepreneurial journeys, Drew Davison’s (LinkedIn: drew-davison-b0013aba/) began when he saw a huge pain point for agents in the digital marketing of real estate. This led to his light bulb moment on a beach in October 2013 where B4 Real Estate (www.b4.com.au) was born; a piece of tech now being dubbed the ‘Tinder of Real Estate’.
This episode is a deep dive and step by step discussion into the long and arduous, but rewarding journey of bringing a real-time property app to market. Drew reflects on things he would do differently and how he used an out-of-the-box marketing strategy to make noise in a market dominated by two giant players.
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
From the humble beginnings of a ten-person startup in 2010, to now being one of the Australia’s fastest growing companies with 700 + staff, ex-financial planner and devoted family man Chris Muddell (LinkedIn: chris-muddell-41132a14/) has been at the forefront of growth and sales at Employsure (www.employsure.com.au) – an innovative external HR solution for small businesses.
Chris’ authentic approach to building relationships and helping SME’s create rock solid employment relations is phenomenal. This episode is full of great banter and plenty of insights as Chris educates the XY team on how to nurture employees to be self-starters, why setting expectations during the employee on boarding process is crucial and how to authentically integrate a sales mentality as an adviser.
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
Vince Scully (LinkedIn:/vincescully) is the Financial Adviser, Author and Chief Sherpa at LifeSherpa (www.lifesherpa.com.au) who, with the use of just one personality profile, can instantly understand the psychological traits of his clients and is able to translate their life goals into financial goals while managing their emotional journey along the way.
How does Vince successfully use lead generation tactics? What are the conversion rates really like? And what led him to start a business targeting the 80% of Australians who do not seek financial advice? Clayton and Adrian drill down on all of this with Vince and much, much more...
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around, which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.
If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.
After stepping out of the Military and falling into insurance sales by accident, Ryan King (LinkedIn:/ryan-king-announcer/) of the Announcer Group (www.announcer.com.au) is an energetic and passionate financial adviser now making some serious waves in the industry.
In this comical and down to earth discussion with Clayton and Ray of XY Adviser, Ryan opens up about his transition into Financial Services, how a research paper shaped his niche clientele, why understanding behavioural psychology is important for effective client communication and what it means to be a great adviser.
With plenty of insights and practical takeaways, there’s sure to be something in this discussion today that you can implement in your business tomorrow.
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
If you’re interested in getting Paul Mann’s accurate crystal ball reading on where the financial advice industry is headed… unfortunately, you won't get that here. What you will get instead is, an at times heated and opinion fuelled discussion between Paul, Clayton and Adrian on just about every topic in financial services that has Paul asking why this industry is so convoluted?
If FASEA, the Royal Commission, dealer groups, self-licensing, corporate superannuation, the Productivity Commission, fee for service or insurance has ever been even just a blip on your financial radar, schedule an hour in your calendar and give this episode your full and undivided attention.
Paul Mann is the principal and adviser of True Direction Financial and an innovator and thought leader in Financial Services. You can connect with him via LinkedIn (/paul-mann) or through his website www.truedirection.com.au.
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
You’ve heard the term ‘holistic advice’, but what does it actually mean and how do you shift yours or your boss’ way of thinking to adopt this more modern approach to financial advice?
Andrew Shakespeare (@ajshakey82) of The JSA Group (www.jsagroup.com.au), and 2010’s AFA Rising Star Award Winner leads a team of financial professionals who are consistently looking beyond client’s investment returns and super balances to develop strategies that are far more meaningful and valuable to their client’s wealth and wellbeing.
In this short and sweet episode with Ben and Clayton, Andrew explains why he rarely starts with traditional financial planning concepts in the first meeting, how he prices initial and ongoing advice, how to attract organic referrals and why it’s conversations like this one that are important ones to be having in light of the Royal Commission and the future state of financial advice.
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
Facebook Group -
https://facebook.com/groups/XYAdviser
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
Advisers don’t start a financial planning business purely to take on and manage employees. But growth often requires more people, so how do you master the hiring, managing and firing of staff within your business? Enter Natasha Hawker (@NatashaHawker) of Employee Matters (https://www.employeematters.com.au/)
The proof that Natasha is a HR guru is seen in the sheer number of topics she covers in this in-depth discussion with Clayton, Ben and special guest host Dean Holmes. The fact that she’s hired, managed and fired over 15,000 people in her career is another indication of her expert status when it comes to attracting the best staff and maintaining employee longevity.
Natasha explains why there’s been a shift in the hiring market, how to nail the interview process and hire great talent, how to set new employees up for success, legal responsibilities that employers may not even be aware of and much, MUCH more.
Show Notes:
Winning the War on Talent Ebook - http://bit.ly/xypodcast87-1
Employee Metrics Mini Survey - http://bit.ly/xypodcast87-2
Support us on Patreon -
https://www.patreon.com/xyadviser
Join XY Adviser -
https://www.xyadviser.com
Facebook Group -
https://facebook.com/groups/XYAdviser
General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
Whoever said you can’t rule from the grave, never met Vik Sundar (LinkedIn:/viksundar) of Chamberlains Law Firm (www.chamberlains.com.au) – the country’s fastest growing legal firm in Australia. Vik is Canberra’s leading Tax and Estate Planning lawyer who works closely with Financial Advisers to ensure their client's assets, estates, businesses and families are protected when they’re gone and while honouring their wishes.
With a special guest appearance from Shaun Green (LinkedIn:/shaungreen1) of Spark Partners (www.sparkpartners.com.au); Vik explains how he successfully integrates the estate planning process with advisers and their clients, what his one piece of advice is for young advisers looking at buying into a business and whether robo advice is changing the Financial Planning and legal space… yet.
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General Disclaimer -
https://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This episode is what XY Adviser is all about. Shaking up the financial status quo. Doing things differently.
Ever heard of dreams driven advice? What about speaking with purpose? It’s these out of the box topics and more that Peita Diamantidis (@peitad) of Caboodle Financial Services (www.caboodlefs.com.au/) has been exploring and is keen as ever to share with the XY Adviser community.
Known as a speaker, author and financial adviser and loved for being a geek hybrid and wish activist; Peita dives into why storytelling is a powerful sales strategy, how to nail a presentation when you’re not a natural speaker and how to incorporate dreams driven advice into your service offering (and what it actually is).
This quite simply, is a podcast for modern advisers.
If you’re an adviser looking to build on your speaking and presenting skills, you can reach out to Peita direct through any of her socials with the handle /peitad.
General Advice Disclaimer - http://www.xyadviser.com/disclaimer/
This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
Steve Crawford (@SteveCrawford78) is the owner and head financial coach of Experience Wealth (www.experiencewealth.com.au). He’s the opinionated show pony presenter (his words, not ours) on a mission to help young people and their families make meaningful connections with their money and build wealth.
Beyond the initial house renovation chat (7:15) is where you can hear what Steve has really been up to in the advice space. This episode explores why young people in Australia are saving less on average and what Steve is doing with his clients to address this, the current state of the lending market and how advisers can bridge this gap with clients, how businesses can position new services with their licensees and why Steve would love to see fee for service come in as an option for mortgage lending.
General Advice Disclaimer - http://www.xyadviser.com/disclaimer
This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
When a podcast starts with challenging the notion of what Financial Planning actually is, you know it’s going to be good. Our guest is Andrew ‘Rocksy’ Rocks (LinkedIn: /andrewrocks) and he’s the CEO and ‘healthiest employer’ from the Announcer Group (www.announcer.com.au); a boutique and bespoke financial services practice shaking up the status quo and traditional financial planning model like you wouldn’t believe.
This discussion between Andrew, Clayton and Adrian is definitely not short on humour, insight or wit. With over 20 years experience in the financial services game, Andrew knows more than a thing or two and explains why a one-size-fits-all communication process in your business won’t work with clients, what the leading indicator of the health of your business is and how to incorporate intergenerational meetings into your service offering.
If you’ve been asking how you can move away from the traditional (and dated) financial planning model and differentiate yourself in the market, this is the podcast for you.
Notes from this episode:
- Excite Safety First Aid Courses (excitesafety.com.au/first-aid-courses/)
- Episode Disclaimer (www.xyadviser.com/disclaimer)
This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
In this week’s episode, Ben Nash’s ‘let’s have at it’ approach with Philip Kewin (CEO) (@afa_ceo) and Marc Bineham (National President) (@afa_pres) of the AFA (www.afa.com.au) explores some of the most discussed and debated topics within the XY community and the advice profession as a whole. We’re talking vertical integration, fee for no service, grandfathering, FASEA and the Royal Commission itself.
Philip and Marc do a great job of sharing their insights and providing a ‘big picture’ overview regarding the cost of advice and how we can leverage technology to work towards a more sustainable advice profession [for all involved].
If you have concerns or questions on any of the topics mentioned above, you can contact the AFA directly with any and all feedback by heading to their contact page. (www.afa.asn.au/contact-us)
To sink your teeth (but more so your ears) into some other great XY episodes, head on over to www.xyadviser.com/podcast
This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
“Second only to your health is your financial wellbeing. We [the driven and passionate advisers] have a big role to play to ensure the Australian public are looked after financially” – Dante De Gori
At a time when impugning comments about this industry we all love are being flung around left right and centre, Dante De Gori (@ddegori10)of the FPA (Financial Planning Association - www.fpa.com.au) believes this is also a great opportunity to start producing positive content that highlights the benefits consumers receive when they engage with an adviser and implement a financial plan.
This is a thought-provoking and informative podcast that is sure to spike your curiosity and get you thinking about the current and future state of the advice-giving process and how we price our services accordingly.
The highlight reel of this podcast includes a discussion around why the ongoing relationship piece with clients is continually changing, why we have to get better at nailing the intangibles of our service offerings, what we are doing to charge for advice and Dante’s take on what financial advice will look like in 5 years.
Any advisers who would like to contribute to the FPA's Money & Life Website (which includes a consumer audience of nearly 500,000 visits and 10,000 subscribers) is encouraged to contact the FPA marketing team at fpa@fpa.com.au.
You can also check out some other recent episodes here - www.xyadviser.com/podcast
This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
There’s developing a standard business model of advice, and then there’s being at the forefront of digital innovation to maximise the client experience. Mike Weeding (@michaelweeding) and Sean Brennan (LinkedIn: /brennansean/) are two creative brains that make up part of the AMP (www.amp.com.au) ‘think tank’ dedicated to digital innovation and human centred design.
Whether you are part of a big corporation or operating as a one-man-adviser-band, there is plenty of value in this podcast for anyone interested in experimenting with digital strategies to improve client communication and to better coach them to achieve their financial goals. Mike and Sean give us some valuable insights taken from their extensive market research which explains how clients view the financial advice process, the most effective way to simplify a client's cash flow analysis and why imagery is so important in the client journey.
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This podcast is brought to you by HUB24 (www.hub24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
In this episode, you’re going to hear how a children’s story about a rhino and a monkey can help financial advisers understand their clients better and in turn provide amazing value. Quite frankly, we think it’s pretty spot on.
Our guest is Daniel Murray (LinkedIn:/daniel-empathicconsulting) of Empathic Consulting (www.empathicconsulting.com). He’s the applied mathematics corporate turned empathy coach combining formulas with emotions. He has a toolbox of strategies designed to help advisers benefit from incorporating empathy into their value proposition and business model.
Daniel walks us through what ‘The Skill of Empathy’ is and how we can apply it, how diverse brains can positively impact your business outcomes, how to use empathy to combat societal and client expectations and why we should all stay curious.
Be sure to listen all the way through as Daniel shares an empathy experiment all advisers can try.
This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.
They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.
This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.
Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.
XY Adviser started when a handful of curious financial advisers wanted to know what others in the industry were doing and how they could improve their business practices. From just a couple hundred members to now etching towards 2,000 with an average active user rate of 70% each day, it’s obvious the Facebook Group (www.facebook.com/groups/xyadviser) is the heart and soul of what makes the XY community so great!
In this podcast, Clayton and Adrian discuss how the community has evolved over time and give us a sneak peek at the biggest thing to hit XY in just a few weeks (hint: it will provide a crazy level of value for advisers!). The conversation also steers in other directions as they shoot the breeze on the best adviser business model, how to incorporate tech while still providing a high touch client experience, the benefit of having an initial consult fee and how advisers could incorporate ‘lifestyle management’ into their value proposition.
Opinions, ideas, hacks and rants - this episode has it all.
A big thank you and virtual high five goes out to our major partner HUB24 (www.hub24.com.au) and also to Centuria (www.centuria.com.au) for their support in helping us collectively drive our profession forward.
Caitlin Iles’ (@ms_iles) story is one we’re sure Universal Studios wish they could get their hands on. After discovering she was dyslexic in year 12 she then went on to start a property investment company in Dubai at the age of 24, receive an invitation to Necker Island from ‘Mr. Virgin’ himself and is now creating the largest portfolio of female founded startups through her Venture Capital firm Capital XX (www.capitalxx.com).
Her extensive knowledge and passion becomes very apparent as she explains the current situation and the benefits of having female founders in the startup world, the most important trait entrepreneurs need to have, how to carry out due diligence on potential investments, why the traditional VC model hasn’t necessarily been the most optimal and how advisers, both male and female can (really) disrupt the financial advice space.
To anyone who has ever thought of giving the startup world a go, especially those with the XX chromosome, do not let fear, concern or worry get in the way because “to be an entrepreneur, you need to be a little bit crazy” – Caitlin Iles.
A big thank you to our major partner HUB24 (www.hub24.com.au) and also to Centuria (www.centuria.com.au) for supporting the podcast that is driving the positive evolution of financial advice.
After ‘retiring’ from the unique Latvian sporting code that is Novus, Berin Delforce (@stickmanwealth) of Stickman Wealth Management (www.stickmanwealth.com.au) switched the snooker-like table for SOA’s. He never initially had his sights set on Financial Planning though. It was only after a tumultuous job history (his words, not ours) that he saw a great entrepreneurial opportunity within the industry.
Not too dissimilar to the Novus game, this podcast bounces around in all kinds of directions and elaborates on some great topics such as Berin’s early business challenges, the philosophy behind his awesome business name, the key to successfully outsourcing, when you should niche down in a business and how advisers can delight their clients.
While touching on the client experience, Berin throws it out to the audience and asks what other XY advisers are doing to delight their clients; to go beyond the expected level of service and differentiate themselves in the market. You can jump in on the conversation and reach out to Berin at hello@stickmanwealth.com.au.
A big thank you to our major sponsor HUB24 (www.hub24.com.au) and to Centuria (www.centuria.com.au) for the continued support.
We think it’s fair to say that despite being one of the most debated topics within the XY Community, it’s also a topic that fosters the biggest absence of knowledge. We are of course talking about… cryptocurrency.
To combat this, we’ve brought in one of the most qualified people in this space to define, debunk and dive into the ins and outs of cryptocurrency. As a qualified accountant, stock broker, financial adviser and business coach to over 4,000 financial planners, Warrick Pleash (@warrickpleash) the now partner manager of Bitcoin Trader (www.bitcointrader.org.au/) uses some awesome (and hilarious) analogies to explain what crypto is, what a blockchain is, how crypto is valued, where it sits relative to estate planning, market volatility of bitcoin and crypto’s place within an investment strategy.
The aim of this podcast is to simply help advisers understand the fundamentals of cryptocurrency better so that when faced with a question about the evolving ‘internet money’ from a client, a loved one or a friend, they can handle it from an informed and educated space.
A big thank you to our major partner Zurich (www.zurich.com.au) and Sunsuper (www.sunsuper.com.au) for the continued support.
Neil Rogan (www.linkedin.com/in/roganneil/) of Centuria (www.centuria.com.au/) is the guy turning investment bond jargon into terminology that advisers can easily understand and use with their clients. Thanks to the XY community for throwing up the investment bond discussion on several occasions; you asked and we listened.
This podcast explores the ins and outs of investment bonds – what they are and where they sit in the investment world, when you should consider an investment bond for your client, key features to look for in a bond, the estate planning advantages of investment bonds and the implications faced (or not faced) with legislative changes compared to superannuation.
Neil Rogan is in the business of equipping advisers with relevant tools to help them make informed decisions when looking at investment bonds for their clients.
A big thank you to our major partner Zurich (www.zurich.com.au) and also Sunsuper (www.sunsuper.com.au) for the continued support.
For those eagerly awaiting a smooth and sultry solo podcast from Clayton Daniel, unfortunately (or fortunately?!), thanks to Ben Nash you’ll have to continue waiting for that one. In this episode, Ben and Clayton shoot the breeze and give us an update on the XY Adviser community and discuss why this awesome group just might be the sanity check we all need as to where we, as advisers and the industry itself is headed.
We especially loved the conversation around these topics:
- The astounding stats on XY’s group conversations (hint: it’s in the 4 digits)
- The compounding effects of fostering a community full of people dedicated to pushing our profession forward
- How to leverage the demand for direct consumer financial education
- The three types of clients and the biggest market gap
- The education debate and the impact this will have on advisers
So what does the future of financial advice look like? Will more or less people seek out a financial adviser and what does the financial services profession look like in 10 years’ time?
A big thank you to our major partner Zurich and also to Sunsuper for the continued support.
Chris Bates of Wealthful is the Financial Adviser and Mortgage Broker with a very unique (and very successful) service offering for young families looking to ‘live a life fulfilled with what they value’.
Step inside his virtual LinkedIn abode and you’ll instantly get a feel for the kinds of ideas, information and opinions that swirl around in Chris’ head on the daily. With his short form posts reaching an audience of 20,000 + people a day, it’s obvious his stuff has a lot of merit and is having a very positive effect on his 18,000 + followers (and his bottom line).
This podcast swings in all kinds of directions and touches on some really interesting stuff like:
- How to nail your LinkedIn presence Chris Bates style
- How to use social media to develop client relationships at scale
- Chris’ bold and unique approach to qualifying (or de-qualifying) potential clients
- Chris’ advice on how not to get blocked by LinkedIn… twice.
- Chris’ tips on the current property market and where it’s headed
We’re just thankful Chris made it out of Africa prison-free to sit down and chat with us. Yep, for the full (uncensored) version of THAT story, you’ll definitely want to tune in for this episode…
A big thank you to Zurich our major partner and also to Sunsuper for the continued support.
“Our mission is to be the Amazon of Comparison sites” – Fred Schebesta
When it comes to Fred Schebesta, we could tell you about the digital agency business he started and then sold to a publicly listed company at the ripe age of 25. We could tell you about the plethora of awards he’s received OR we could just tell you that Fred has got the ‘direct to market’ business model crafted down to such a fine art, it’s the reason his company finder.com.au receives over 6 million unique visits a month! So what’s his secret?
If you want to:
- Understand your audience and clients better than anyone else
- Know how to create amazing content that speaks to your different consumer personalities
- Learn how advisers and companies like Finder can foster highly valuable partnerships
- Open your mind to the possibilities of Cryptocurrency
…then this podcast has your name written all over it.
Let us let Fred leave you with this – “If you think that crypto is a scam, a pyramid scheme or it’s non-existent, you sound like someone who is looking at the early internet”.
And that’s coming from a guy who is about to launch a platform where sophisticated investors can buy cryptocurrency between $250k up to $300million!
A big thank you to our major partner Zurich and also SunSuper for the continued support.
What do the words dulcet and game-changing business coach have in common? Two words. Stewart Bell.
Stewart is the industrious business coach of Audere Coaching & Consulting who is teaching frustrated advisers how to turn their business challenges into opportunities.
Having spent the last two decades working with financial professionals, Stewart has seen significant shifts in the way our industry markets itself and how to do it effectively. Aside from the Tinder references, here’s our favourite takeaways from this podcast:
- The biggest asset of a startup advice business
- The digital platform set to take over from email marketing according to Stewart
- How to position the asking of referrals in a way that actually works
- Why information is useless if not implemented correctly, or at all
- The importance of accountability in any business model
If not for the endless nuggets of wisdom, listen to this episode purely for the 'dulcet' sounds of Stewart Bell who will inspire you to think outside the box when it comes to innovation within your business.
A big thank you also to our major partner Zurich and also to SunSuper for the continued support.
“I’ll never invest money in a fund unless I meet the fund manager” – Paul Mann (True Direction Financial Services)
With 25 years of combined experience as a futures trader and a financial adviser, Paul Mann has watched the evolution of financial advice change from a very heavy sales culture to one that is more focused on making a lasting difference in clients lives. For Paul, transitioning into the advice space was an opportunity to make a significant contribution to society and to give back. Sure, he took a 75% cut in his wage when he got started, but was it worth it? Absolutely!
Fast forward to 2018 where you will now find the title ‘Principal and Financial Adviser’ on Paul’s office door. In this podcast, Paul expands on his past trading experience and how that has helped shape his client value proposition as a self-employed adviser. Our favourite key takeaways from this discussion look at:
- What it was like to be apart of an open outcry in the 90’s
- What the financial advice industry looked like 18 years ago
- The psychology of money and how to become a client’s trusted adviser
- How Paul is niching down with his target market
- How advisers can leverage the corporate super space and help employees of (really) big companies
- Why people who are very emotionally connected to their cash flow and disconnected from their super have got it around the wrong way
From a chalkie on the stock exchange, to building a company from 8 to 65 employees globally, Paul Mann has a level of knowledge and understanding that can only come from years of experience working in the trenches of financial advice. For a bunch of fresh ideas and some interesting history on the industry, this is a podcast you don’t want to miss.
As always, we would like to thank our major partner Zurich and also SunSuper for the continued support.
If marketing, public relations and social media were like Kung-Fu, Adele Martin is definitely your Bruce Lee. She’s the Money Mentor, financial adviser and keynote speaker who has nailed the one-to-many market and continues to use her trusted personal brand to grow and scale her advice business, and boy is it growing.
She’s a big believer in a sharing economy and is full of tested ideas and strategies that will help you build trusted relationships with your clients, position yourself as a leader in the industry and increase your bottom line.
Of the many nuggets of wisdom shared in this podcast (and there’s so many), here’s our standouts:
- The single piece of advice Adele would give to anyone starting out as an adviser
- Adele’s proven strategy to work ‘on’ your business rather than just ‘in’ it
- How to commercialise a Facebook Group and build a trusted community
- How to kick start your marketing, PR and social media plan
- How Adele’s virtual office has allowed her to leverage the amazing skills of people she would never find in Newcastle
Let’s be honest, a 45-minute podcast is just not enough, so we’ll have Adele front and centre at our event next week in Sydney for a ‘warts ‘n all’ discussion around using digital media to scale your business and master your client value proposition. This event is a must for employed, aspiring and self-employed advisers. If you can’t attend the event in person, be sure to tune into the Facebook Live on Thursday 22nd Feb at 6:30pm.
Get your last minute tickets here - http://bit.ly/2DdD4tJ
A big thank you to our major partner Zurich and to SunSuper for the continued support.
If you’re an active member in the XY community, you’ve probably seen her name start to pop up regularly, you may have even connected with her some way, somehow. But what do you actually know about XY’s newest team member, the new Community Manager – Emily Blanch?
Experience wise, Emily is a mixed bag of paraplanning, online media and writing, but she is totally in her element when she is delivering an unforgettable client or customer experience. She can’t tell a story without using her hands and if she could, she’d climb to a tall building somewhere and shout it out to the world that travelling (at some point in your life) is without a doubt the best thing you can do for your health, your wealth and your happiness.
Amongst the travelling stories, the clichés (all of the clichés) and some of the amazing things XY Adviser has coming up this year, here’s our favourite highlights:
- Why travelling is sometimes the best career advice you can give
- Clayton’s greatest success emotionally with clients as a financial adviser
- Why a lifestyle change can open up a world of new opportunities
- The brand-new look and feel of XY
- The big names we are determined to get on the XY Podcast this year
- How Adrian is looking to combine the skillsets of accountants and advisers to maximise the value provided to clients
- And what does beer and financial advice have to do with each other?
If travelling has ever been on your radar, we’re pretty sure Emily’s stories will have you wanting to book a ticket overseas now (apologies to employers everywhere). But if getting an employee back with a fresh perspective, a new outlook and a sense of accomplishment and motivation, we think that’s a pretty good return on investment.
P.S. This podcast is best enjoyed with a cold beer!
And as always, a big thank you to our major partner ZURICH and also to SunSuper for the continued support.
Glen James is the financial adviser whose life does not revolve around his work. Instead, he moulds his work around his life up on the Central Coast and enjoys every minute of it. After starting his business Fortify Financial at the ripe age of 25, Glen recalls being young enough and dumb enough to think he could do it – and it turns out he could. With 8 years under his belt as a self-employed adviser, Glen has discovered what works and what doesn’t work in his business and shares with us some of the lessons and ideas he has picked up along the way, like:
- Why he will only meet with clients on his terms (and what those terms are)
- Glen’s guaranteed way to lock in a financial relationship with a client
- How to find a quality dealer group and build a strong professional relationship with them
- How Glen is using his ‘2k18 Savings Challenge’ as a one to many approach and the response he is getting
- Why he uses the review process to re-educate his clients and how effective it is
- How he built his ‘Sort Your Money Out’ podcast from scratch
- Why Glen tells people he retired at 25 and what he loves about being a financial adviser
Plus much, much more…
This podcast is full of witty remarks, memorable one-liners and a bunch of new ideas and strategies that will have you thinking about how to shake things up within your practice and with your clients.
As always, we'd like to give a big shout out to our major partner Zurich and to SunSuper for the continued support.
At the age of 20, James Millard had it all figured out. He was going to make it big in the clothing industry, sell his ‘Insufficient Funds’ branded T-shirts to Billabong and never work a day in his life. Unfortunately for James this dream never eventuated, but fortunately for us, this failed business venture sent James down a 10-year career path in personal finance for which he now co-owns YOLO Financial Services, hustles a lifestyle blog called ‘Sufficient Fundz’ and shares with us a some of the cool and innovative things he and his partners are trying within their business.
Amongst the many topics discussed, here’s some we really liked:
- How YOLO developed an in-depth marketing plan and how they are catering to three very different client demographics
- The (really cool) types of content marketing James and YOLO are focusing on in 2018
- What James thinks is one of the best business play cards you can have (hint: it rhymes with ‘biting a hook’)
- Why it’s difficult for advisers to incorporate an element of ‘story telling’ and how to not just overcome it, but nail it
- Why there is a massive market for one-to-many online courses and who benefits most from this kind of business model
Between juggling a financial planning business, maintaining a blog and recently adding the title ‘Dad’ to his repertoire, James has also kindly put his hand up to be the MC at our upcoming event in Sydney (thanks legend!) with a discussion around starting and scaling an advice business. With a power panel of speakers and an MC all with startup financial advice practices, it’s guaranteed to be a night full of great ideas, advice and inspiration. Click here to grab your tickets.
And as always, a big thank you to our major partner Zurich and to SunSuper for the continued support.
If straight up insight and opinion on the royal commission and areas around best interest duty, tough regulation for advisers and everything in between makes your ears prick up then this XY Podcast is exactly what you’ve been waiting for.
With punchy lines like “are they bad advisers or just good employees”, Aleks Vickovich, author of G’day USA, award-winning journalist and legend commentator in the financial services space, ignites a constructive and thought-provoking discussion that looks into what brought this Royal Commission to light, implications that are likely to arise for various stakeholders and Aleks' crystal ball prediction on the result of this 12-month inquest. Surrounding the buzz that is the royal commission, both Aleks and the XY panel also touch on other important topics affecting financial advisers like: • Why more and more advice businesses are looking to self-licence • The barriers advisers face having a responsibility to their client’s but also to their employers - think professional ethics vs. KPI’s. • Implications for advisers regarding best interest duty and the way it is viewed by the law versus being viewed by a judge • Why Aleks believes it’s paramount that the industry differentiates between financial product salespeople and holistic advisers but why both play an important role for consumers. Aleks Vickovich is a man of many words. He is willing to say what most are thinking and backs it up with facts and figures that can only come about by surrounding himself with the political play makers and financial industry shakers. This podcast is bound to give you plenty of insight, ideas and perspective. Enjoy!
Master of ‘technoclientology’, financial adviser, behavioural specialist, speaker and author, there’s not much that Andy Marshall can’t do.
It’s been two years since he hosted XY’s ‘The Modern Adviser’ event so we thought a catch up on all things finance, behaviour and everything in between was well and truly in order.
In this comical and thought provoking podcast, Andy gives his insights and demonstrates his expertise by highlighting some important points surrounding the systematic and behavioural elements within the financial advice environment, some of which include:
- The importance of peer-to-peer networks and how this creates innovation within your business
- Why client’s respond well to forward thinking advisers and how seasoned advisers are staying relevant
- How to balance the ‘warm and fuzzy’ goals based advice with the investment position to deliver the best possible outcomes for clients.
- Why sharing your own life experiences or those of other client’s is extremely beneficial in building trust during the client journey
- The best kind of Fintech solution to add to your ‘weapons of advice choice’
- Three things the best advice businesses are doing differently
Andy Marshall is a serious wealth of knowledge who now spends most of his time with financial advisers, providing new ideas to help implement efficiency into their businesses. With a book titled ‘Client Engagement for Financial Advisors’ and a passion for using technology to engage with clients in a meaningful and relevant way, this is a guy you definitely want to listen to (and then google later on).
2017 has been a year full of surprises, changes and announcements. We saw a world divided over the inauguration of President Trump, the Australian Government announced a royal commission within the banking sector and cryptocurrencies appear to have become a household term overnight.
For the XY community, 2017 has undoubtedly been the biggest year yet with an increasing presence of nearly 1,500 enthusiastic members driving the positive evolution of financial advice. With the Facebook group evolving into a central intelligence hub for advisers, the podcast getting a professional makeover, a new membership site on its way and events that are now moving out of Sydney and into a national agenda, it’s fair to say that when it comes to XY in 2018, you ain’t seen nothin’ yet!
To reflect on the year that was and to discuss the exciting things ahead; Clayton, Adrian, Ben and Ray all got together to shoot the breeze on things like:
- The hype around Bitcoin and why people want to invest in something ‘sexy’ (but probably shouldn’t)
- Ideas and strategies Ben brought back from Fincon and why you should include content within a service based business to stay relevant
- Everything the XY community can look forward to in 2018
- Different practices and systems that are working (and not working) in advice businesses
- What the next toy of financial advice will be in 2018 (did someone say Big Data?)
…plus loads more and with plenty of laughs!
XY Adviser started when a handful of people got together and asked how they could best serve their clients and the industry they love. Today, the success of XY Adviser is the result of an entire community who understands the value and benefit that comes with sharing knowledge and ideas and supporting each other. 2017 has been great, but we have a feeling 2018 is going to be EPIC!
Enjoy.
Two years ago we interviewed Cathryn Gross who was just two months into launching her brand new business Twelve Wealth. Two years on from the single most downloaded XY Live podcast ever (watch it here), it was a no brainer that we had to get Cathryn back on the show to follow up and get the juicy on what it’s really like building an advice business from scratch.
From starting out with referrals from her hairdresser and GP to now working with upwards of 30 really engaged and sticky clients, Cathryn has developed a business model that targets a very specific niche clientele while providing a high level of service focusing on both the logical and emotional value she can add to client’s lives and financial wellbeing.
In this episode both Cathryn and Ben are not shy in opening up about some of the important and often personal aspects of running an advice business such as:
- Their pricing models
- Their fee structures
- Their client exit rates
- Their referral process
- Other ways to generate income streams and acquire new clients
…and all with figures included!
Cathryn also explains why she has moved away from the traditional process of trying to implement all of the different elements of a full SOA all at the same time and how she has successfully retained the client’s commitment to fulfilling their implementation obligations by doing this.
This episode is for anyone who has ever thought about taking the leap and going out on their own. This episode is for anyone who already owns an advice business. This episode is for anyone who wants some fresh ideas as to how they can best service their clients. This episode is for everyone in advice.
Take it all in, take notes and enjoy!
Is this the most useful whitepaper ever produced in Financial Services?
Benjamin Marshan is at the forefront of a digital whitepaper having just been released by the FPA and encompassing months (and months) of research looking at the marketplace relative to Fintech and the Financial Services industry. We have an accidental run-in at Bunnings to thank for the idea which kick started a project analysing over 400 Fintech startups and piecing together a document designed to act as a ‘thought starter’ when looking at practice efficiencies and the advice process.
Ben addresses the obvious pain points being felt by most advisers like which technologies should we be implementing in our practices and questions that perhaps we haven’t even considered – is there a benefit to working with Fintech companies that look to exclude the adviser? Here’s our favourite takeaways from this week’s XY Live:
- Why it’s important to map out the entire advice giving process within your practice and how to address inefficiencies
- Ben’s thoughts on advisers being replaced by robots
- The key area in the advice process that is lacking Fintech
- Why Ben wants to disrupt the way we present the SOA and how he plans on doing it
- How ASIC is monitoring new Fintech companies and their duty of care for clients
- How to decide on which technologies to implement into your practice
With chapter titles such as ‘Do you know how to Fintech’, this interactive digital whitepaper is chock-a-block full of useful information, tips and advice which you can implement into your practice now and evolve into the future. Don’t worry, there is also a paper version available here which can be downloaded, saved, opened, printed, stapled, read and then probably lost in amongst all the other paperwork floating around your office. Or, check out the digital version here and experience interactive technology in the way your client’s may just be able to do so with your advice presentation soon.
Daring. Different. Disruptive. Fox & Hare are taking everything we know about the ‘traditional’ approach of giving advice and breaking it, re-shaping it and re-building a framework (from the ground up might we add) that is value driven and specifically tailored to help their clients live a life they aspire to.
You could say Glen Hare and Jessica Brady were both crazy (and some people did) for leaving behind highly successful corporate roles to start their own advice firm and without purchasing a single book of clients. You could say they are still crazy for the 13+ hour days they put in and the Saturday morning client meetings they organise on the regular.
But it’s when you digest the ‘whys’ of what they do that you realise they’re not crazy at all, they’re passionate. From this XY Live, here’s a summary of what two courageous and driven individuals are doing to change the way we deliver advice, straight from the Fox & Hare’s mouth:
- How to create a manageable and productive work/life balance
- Lessons learnt around building an advice firm from scratch
- Which area of the market they saw was not being serviced
- Understanding their client’s frustrations and overcoming them
- How to show the value of a client proposition and not sell it
- Why critiquing is so important for business growth and the best way to get valuable feedback (think focus groups)
And plenty more…
Glen and Jessica believe everyone has some kind of financial aspiration, but most just don’t have a game plan. They are making it their mission to understand their client’s pain points and then move mountains to overcome them.
Enjoy!
You’ve heard the latest industry buzzwords popping up left, right and centre – disruption, innovation, Fintech. But what do that actually mean and more importantly, how do they relate and what benefit are they to financial advisers?
Back from a recent expedition across the seas to the annual Fincon Conference and jumping on the opportunity to further understand the people and technologies that have changed the world in Silicon Valley, Pieta Diamantidis, Co-Founder of Caboodle Financial Services and aspiring ‘bionic adviser’ helps us to understand how far we’ve come since the first ‘tech bubble’, to what’s happening (or not happening) in the industry now and where this ever-evolving digital space is headed.
As this informative (and energetic) discussion coincides with the upcoming XY Adviser event ‘Silicon Valley on Bridge Street’; Peita, Ray & Adrian delve down the rabbit hole of some interesting and thought provoking topics such as:
- Looking for ideas with applied innovation that can be effectively implemented to create real and lasting improvements to clients and/or staff and practice efficiencies
- Why focusing on ‘creating’ the marketplace around an idea and then building the product is much more effective than the other way around
- Companies in the tech space capturing psychological data with A.I. and how financial advisers can implement this into their advice proposition
- Startups creating the tools to help advisers bridge the gap between data capture and the human connection
- Looking for the next ‘Hoover’ idea and why it needs to change the way people engage with their money…
Identifying such interesting and at times controversial topics, Peita is excited as ever to expand on this by asking the hard-hitting questions with guest speakers Joel Robbie (Nod Money), Ben Heap (H2 Ventures) and Clayton Daniel (Sprout Super) at next week’s event.
If you have a question surrounding the disruptive Fintech space, feel free to shoot it through to contact@xyadviser.com and Peita be sure to address them on the night. Or better yet, grab your ticket for the event and ask the experts yourself. It’s going to be a cracker of a night!
Investing with your head and your heart. This sums up the work of Geoff Wilson and his team of investment fund managers at Wilson Asset Management (WAM).
With over 37 years’ experience in the investment market industry, Geoff Wilson pioneered Australia’s first ever listed philanthropic wealth creation vehicles (Future Generation Investment Company & Future Generation Global Investment Company) and has crafted a philosophy that benefits shareholders and investors and uses this as a driver to give back to the community by donating a percentage of investment returns to Australian and International charities.
Geoff brings the what’s, the how’s and the why’s of philanthropic investing by exploring some key elements including:
- The major benefits offered to investors including access to top performing fund managers and the opportunity to be involved in the philanthropic process
- The best types of clients suited to this style of investing
- The benefits of investing in a system with increased job fulfilment, high fund manager retention and positive brand awareness
- The abilities of top tier fund managers to pinpoint undervalued assets and investment mispricing opportunities to generate significant returns for shareholders and in turn charities
- The benefits of having a scalable business model that produces positive philanthropic returns
- The benefits of a Listed Investment Company (LIC) as opposed to other trusts
Geoff believes that as we move up the Maslow hierarchy of needs, there comes a time when we should ask ourselves how we can give back to the community we operate in.
“We all have a responsibility and a right to give back, and we are simply providing the funnel or the structure for this to happen” – Geoff Wilson.
You’re going to love this one!
“Having rubbish content is like trying to put lipstick on a pig” – Thea Cowie from 99Content
Thea Cowie is the editor and content marketing guru from 99Content who understands the importance of using content marketing to make your business’ brand really shine.
In today’s episode we explore all of the components that make up great content marketing and how you can implement these best practices to provide consistent, engaging and personalised content that will continually add value to your current and future clients and in turn, your bottom line.
During this exciting and comical Q&A discussion, Thea gives us the low down on the following:
- How the Financial Services Industry has embraced content marketing
- Why having good quality content is critical for successful content marketing
- The do’s and absolutely do not’s of content marketing
- Free online programs to help amplify the quality of your images and visuals
- Traditional vs. Progressive advisers and how content marketing can benefit both
- How to outsource content creation when you are not a natural writer (it’s really easy!)
- How injecting your personality into your content is going to make you stand out from the crowd
- Guest posting, the best types of content to create and how much time you should spend creating it…
…and much more!
There’s a piece of content on the internet for just about every topic. How are you going to ensure you position yourself as an expert in your industry and provide clients with quality, value added content to best help them through their financial journey?
Enjoy!
On this episode of XY Live, we will be discussing with Chris how to balance out all the competing priorities in your business, from business development to service innovation and getting the right people around you. As the current CEO of MyProsperity and ex CEO of Xero Chris will share the mistakes he’s made and many of the things he’s learnt at the business start up stage which are useful to financial advice practices.
Note: there was some great value shared in this session, however, audio issues were experienced at times. Please use the fast forward function to skip through when low audio quality is experienced.
Interviews by Adrian Patty
Michael Back, a specialist consultant to Financial Advice businesses, will be joining us to unpack how people can achieve more fulfillment in the workplace. We’ll be running through how employees can find more passion in what they do and also what businesses can do to help them achieve this. Michael will share his personal story as well as the insights he’s gleaned from working with some of the best advice businesses in Australia.
Interviews by Ray Jaramis
So you’re in your business and wondering how you can get better relationships with your clients and keep them around for longer whilst leveraging referral opportunities at the same time.
Social proof in the digital age is huge and potential clients are googling more than ever to learn about the people they’re considering doing work with.
Join us with Ray McHale to discuss all things building a digital presence and what this means for your business now and into the future.
Interviews by Clayton Daniel.
Join us on this exciting episode with Steve Crawford, Financial Coach & Adviser at Experience Wealth to discuss Cash Flow and a lot more. Watch it here.
On this special episode of XY Live, we had Simon O'Dell, Co-founder of Manner & Director of Eagle Insurance Brokers to talk about general insurance in your advice offering.
On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.
Interviews by Ray Jaramis
Finding a personal loan with good terms can be challenging, which is why some borrowers consider peer-to-peer (P2P) lending. Crown Money Management is Australia’s leading specialist in debt and money management and we are fortunate enough to have CEO Scott Parry join us to talk all things P2P lending solutions for his clients.
Interviews by Adrian Patty
This week we had Muneesh Wadha, Founder of Humanity in Business, to share his story on how they have been inspiring leaders who are creating highly engaged and purposeful businesses. They have also talked about how can advisers get their clients.
Interviews by Adrian Patty
Sam Robinson and Josh Winsgrove will delve into why they made the call to set up a board and how the did it. We’ll discuss the benefits the challenges and the way other advice practices can do it as well.
In this episode we had Adrian Patty talk to Gavin Glozier from Your Wealth Hub about some of the stats around financial wellness program. Learn more of the prospective client journey and how has it been designed. Listen to what technology was helpful and how it affected the bottom line.
In this episode of XY Live with Ben Nash, Adrian Patty, Phil Thompson and Naomi Christopher had a very informative Forum Chat with Dante De Gori, CEO of the Financial Planning Association of Australia (FPA). Listen here as they talked about Digital Advice and how it is changing the game. Learn about the role of the traditional adviser play in the future of advice and professional standards play out with technology.
Join our community on Facebook! In the interest of making people comfortable to share in confidence we require everyone to complete a short survey and acknowledge the intent of the group:
https://www.facebook.com/groups/XYAdviser
Interviews by Adrian Patty and Phil Thompson
In this episode of XY Live, Christopher Bates of Wealthful has focused a lot on the property conversation with clients over the last few years. He has been a Financial Planner and Mortgage Broker based in Sydney and Melbourne. He will be sharing how he incorporates it into his advice offering, what the challenges have been and his hot tips for advisers wanting to expand their engagement and service in this space. He will be also be sharing how his conversations take place around helping clients understand when there's a conflict between their goals.
On this XY Live on Facebook Live session, we have Adrian Patty and Ben Nash to talk to David Boyer from Sequal CFO and the From the Trenches podcast. In 2014, he established Sequel CFO subsequent to seeing an excessive number of SME organizations neglect to increase financial control and perceivability from their internal accounting function.
He'll be explaining how to engage for a profitable relationship with accountants, explore the challenges, find opportunities and share insights and tips on how to go about it.
Interviews by Phil Thompson and Clayton Daniel
In this episode of XY Live on Facebook Live, we had Chris Hockey of Innovative Financial Solutions, who talked about how he was able to build a national advice firm from a one-man practice. Listen to his story.
Interviews by Ben Nash and Naomi Christopher
In this episode of XY Live on Facebook Live, we have James Millard, Founder and Director of YOLO Financial Services, to share with you lessons , debunk a few myths, and provide guidance on starting a Financial Blog.
Interviews by Ray Jaramis and Phil Thompson
Did you know you can offer financial advice for $30? NOD has facilitated over 2000 consumers questions to advisers with an average turn around time of 24 hours.
Nod's mission is to create a platform where everyone on the planet can get on-demand access to help with financial decisions and questions about money from a network of trusted financial experts. NODs target market are young people – generally those under 35 – who do not currently have a financial adviser but are making big money decisions around things like buying a car or house, getting married, starting a family, or launching a business.
Getting advice about money is as simple as: 1) Ask a question. 2) Pick an adviser. 3) Get a great answer.
Founder Joel Robbie is interviewed this week to talk all things start up about how the platform came into being.
Join us again next week. XY Live Episode 41 - Lessons learned from starting a financial blog and tips for setting one up on XY Adviser Facebook Live!
Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher
In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?
Interviews by Ben Nash and Adrian Patty
This week we have Steve Nielsen talking 'How to drive efficiencies in your advice'. Steve will be sharing his tips and the process he used to scale his business and streamline his advice processes.
Interviews by Phil Thompson and Ray Jaramis
In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.
Interviews by Ben Nash and Clayton Daniel
In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.
XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value
On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.
Interviews by Ben Nash and Ray Jaramis
Brian Kennaugh has been involved in Financial Services for over 30 years and credits much of the growth of his business to client referrals. In this session we're going to dive deep into the process of how Brian has been able to get over 78% of his clients to refer others to Brian's advice practice and what you need to know to implement a referral framework in your business.
Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan.
In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession and make a bigger difference to the lives of our clients.
Interviews by Phil Thompson and Adrian Patty
Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business
Interviews by Phil Thompson and Ray Jaramis
In this episode of XY Live with Matt Heine, joint Managing Director of Netwealth Group and passionate about innovation in financial advice, has talked about his recent US study tour and his learnings about the difference from the Australian market. Listen to what he has learned about using artificial intelligence and how algorithms can work wonders in our industry. Know more about tools and technologies from the US that can be brought over to Australia.
Interviews by Phil Thompson and Adrian Patty
David is the 2015 AFA Adviser of the Year and a pioneer in transforming retirement advice in Australia. He will be delving into the way he has incorporated clients’ psychological wellbeing into his advice. He will also give insights from his recent trip to South by Southwest in Austin Texas.
Interviews by Ray Jaramis and Clayton Daniel
The fact that Big Data is changing everything is no new headline. But how will it affect the advice industry and what will it do for your service offering? Technology plays a huge part in this from SoA generation, to client engagement and budgeting tools. Julian Plummer from Midwinter is going to talk us through the basics of Big Data but more importantly, give us insight into how data led decisions will become the new norm for financial advisers.
Interviews by Ben Nash and Naomi Christopher.
On this episode of XY Live, we have Lea Schodel, Founder & CEO of Wellthy Pty Ltd to talk about delivering an online advice program focused on financial wellness. Lea takes her clients on a personalised journey to abundance and explores the mindset, knowledge, tools and support they need to create a better relationship with money.
We are doing it again on XYLive! Forum Chat with Phil Thompson, Adrian Patty and Ray Jaramis of XY Adviser with the special participation of Amanda Pond, Dylan Martin and Ronald Pratap to join us as we discuss how you started your business.
Through this forum, our many diverse communities will have the opportunity to share their unique perspective and be heard, as well as to learn about one another. This session will be great for tips on what not to do when starting a practice and has worked!
Interviews by Phil Thompson and Adrian Patty
Hardy is the owner of Digital Spot, a digital marketing agency that specializes in helping financial services firms deliver great content to current and prospective clients. Join us for this XY Live episode with Hardy Azeez, as he provides tips to how start delivering content and how to get the best levels of engagement.
Interviews by Ray Jaramis and Phil Thompson
For this XY Live episode, we have Sharon McClafferty discussing the truth bombs from a morning she had with Simon Sinek. As we all know he has a wildly popular TED talk and more recently a not to be missed clip regarding millennials in the workplace.
Interviews by Clayton Daniel and Ben Nash
For this XY Live episode, we have Jade Eley from Hillross Adelaide. He will explain the outsourcing journey, the things he's learnt, how you can do it in your practice to get the best results.
Interviews by Ben Nash and Adrian Patty
For this episode of XY Live with have Erin Truscott, Adviser and Partner at GCA Financial in Brisbane. Before becoming an Adviser Erin was a Practice Development Manager for eight years and has only in the last 18 months transitioned into Advice.
Erin was the AFA Rising star award winner in 2015 and will be talking about her journey and the unique approach she has taken in her business to drive better client engagement.
Interviews by Naomi Christopher and Phil Thompson
This year's International Women's day theme was "Be Bold For Change" and AFA Inspire ran with this when they held their panel discussion last week at BT offices in Barangaroo. The group which fosters females in the advice industry brought a full room together to discuss gender equality in financial advice and financial services in general and came away with several things we as a community can do to encourage this. This week we had Deb Kent - the founder of Inspire coming on to chat to us about some of the discussion points as well as share what she thinks the financial advice sector can do to promote equality amongst both genders and increase the number of females both giving and receiving advice.
For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the community.
Interviews by Ben Nash and Phil Thompson
Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X & Y's understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned.
Interviews by Phil Thompson and Ray Jaramis
We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view as to why this is the case.
It’s about the value Advisers leave on the table. And no, he doesn’t mean financial value.
Interviews by Adrian Patty and Phil Thompson
We have Advocate of Financial Advice Business Coach, Sue Viskovic joining us for XYLive to share with you these relevant tips on how to get your attention in the right areas to commence your 2017 Business Plan with these four ultimate things successful advice firms will be working on.
Interviews by Ray Jaramis and Phil Thompson
We have founder of Implemented Portfolios Santi Burridge joining us for XYLive to answer this question and chat about the simple mistakes to avoid and how you can truly create an advice proposition where everyone wins.
Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who is thriving, who is struggling, who is learning and a few insights from a recent trip to the us last year.
Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low cost advice offering giving access to a qualified financial planner for as little as $12.50 p/m
Interviews by Phil Thompson & Adrian Patty
Vanessa Stoykov is the CEO of Evolution media group & No more practice with the objective of educating consumers on the importance of wealth and leadership via national television programs.
Nikhil Screedhar was the founder of Proadviser a fintech startup aimed at taking on the robo advice market. Nikhil shared the honest truth about how he launched and then decided to wind down the business.
Nik was kind enough to shoot us through a handy two pager on some of the tips he shared with us during his session.
We had Ian Dunbar the CEO of Suitebox and Co-founder of Afiniation to talking to us about the Australian fintech startup space and how adviser can work with these new innovative companies.
Sam Henderson is joined us to talk about his journey that lead him to own his own advice firm, host of Sky News Business 'Your Money, Your Call' and recently becoming named the AFA's Practice Of The Year winner.
Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technology, as well as giving us a bit of insight into how he works with businesses to improve their practice efficiency.
Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.
On this episode we had a chat with Brett Evans from Atlas Wealth joined us for XY, who was recently named innovator of the year in ifa's Excellence Awards. Brett was a treasure trove of information when it came to providing advice to aussies working overseas and the session was invaluable to anyone who is trying to work out who their ideal client is. Tune in if you wanted to get your hands on some valuable take-aways from his session.
We had a chat with Kath Cairns about how she is growing her business and how she has done this starting from scratch. She has recently started advising clients and was a finalist in the 2015 AFA Rising Star award. All ears here as she will take us through how she went about building her client base from nothing and the engagement strategies she’s used to get there.
Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advice firm from London and how we can all run a financial advice business remotely. Tune in to get more tips on how you may virtually handle your business with available tools onlilne.
Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your personal brand through content marketing. Dig in on some tips for advisers in how they can stand out from the crowd. The session ended up going overtime because the (virtual) room was brimming with questions for Paul and he did not disappoint when it came to providing valuable answers.
Interview with Cathryn Gross from Twelve Wealth and she spoke to us about how she is integrating professional coaching with financial advice. She took us through her journey of establishing an advice practice with a life coaching component. It was super interesting hearing how she offers to be a sounding board for more than just money matters to her clients. Tune in to get your hands on some valuable take-aways from her session.
Guy Freeman gives us some insights as to how build an automated lead process using search engine optimization and paid Facebook and Google advertising. He was able to shed more light on his best practices on how to generate more leads using different enterprising avenues. Listen to how he has been helping advisors build & grow successful practices, take their business to the next level and to go from six to seven figures through this podcast.
In this first episode of XY Live, Brenton Tong gives us some insights as to how he is making his advice process remarkable in your own process and in the financial planning industry. Brenton gives us access to his advertising methodologies and his vision on how it might gainful to the way of life and culture of financial planners. Tune in to this educational podcast to learn how he was able to find the most effective way to communicate his solutions.