Ensombl Advice Australia (Ensombl)
Explorez tous les épisodes de Ensombl Advice Australia
| Date | Titre | Durée | |
|---|---|---|---|
| 08 May 2023 | Engine Room Podcast #6 - Brett Schatto | 00:57:38 | |
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/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230509 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 17 Apr 2024 | #441 Joel Gleeson and Paul Cupic | 00:26:08 | |
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/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 24 Nov 2021 | #271 Lisa Greensill | 00:50:00 | |
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 This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 17 Jan 2019 | #115 Dr Carla Harris | 00:25:13 | |
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. | |||
| 24 Sep 2024 | Ensombl on Tour: Growth Series #4 | 00:48:13 | |
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/ Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 19 Oct 2022 | #353 Adam Morse | 00:53:37 | |
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/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 15 Feb 2023 | #378 Jess Brady | 00:50:21 | |
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 A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 30 Mar 2022 | #296 Dr. Emily Amos | 00:47:28 | |
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/ Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 18 Mar 2020 | #169 Hari Maragos | 00:59:34 | |
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 General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ | |||
| 02 May 2019 | #128 Fraser Jack | 01:00:25 | |
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. | |||
| 04 Apr 2022 | #297 Matt Bazzica | 00:39:53 | |
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/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 19 Oct 2020 | Ethical Investment Series #7 - Elizabeth Hughes | 00:41:02 | |
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 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 Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 08 Apr 2024 | Engine Room Podcast #32 - Drew Meredith | 01:01:09 | |
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/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240409 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 01 Sep 2022 | AdviceTech Podcast #2 - Plutosoft | 00:47:27 | |
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/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 02 Aug 2023 | #408 Daniel Nel | 00:36:59 | |
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/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230803 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 29 May 2022 | 30 MAY 2022 - Monday Market Highlights | 00:04:37 | |
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/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 10 Nov 2022 | AdviceTech Podcast #12 - Fourth Line | 00:50:36 | |
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/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 18 Jun 2024 | Addressing Client Affordability Concerns in Insurance #1 | 00:44:14 | |
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/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you. Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 28 Oct 2019 | Ethical Investment Series #1 - James Tayler | 00:43:05 | |
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 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: Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ | |||
| 19 May 2021 | #234 Nathan Fradley | 00:54:11 | |
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 This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 16 Jun 2021 | Deeper Client Relationships at Scale #2 - Nicole Stuart | 00:30:05 | |
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 07 Dec 2021 | IDII Series #2 | 00:37:50 | |
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 Jeff Thurecht Natalie Cameron Benjamin Martin Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 03 Oct 2022 | #348 Ian Byrne | 00:32:32 | |
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/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 03 Jan 2019 | #113 Shaun Green | 00:55:10 | |
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. | |||
| 02 Oct 2022 | 3 OCT 2022 - Monday Market Highlights | 00:04:36 | |
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: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 01 Feb 2022 | The New Normal for Income Protection #4 | 00:33:33 | |
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 John Cachia Serena West Dr. Jeff Scott Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 05 Dec 2024 | AdviceTech Podcast #112 - Advice Designer | 00:38:14 | |
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/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241206 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 26 Feb 2025 | #480 Lisa Voysey | 00:25:58 | |
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/ Visit Sharesight for more information on how they can support your practice: https://ensombl.com/go/20250227 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 28 Sep 2020 | #203 Paul Barrett | 01:03:19 | |
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/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 03 Aug 2023 | AdviceTech Podcast #46 - Lumiant | 01:23:55 | |
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/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230804 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 19 Jul 2018 | #90 Ryan King on Behavioural Psychology and Amazing Value Adds in Financial Advice | 00:40:23 | |
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 - Join XY Adviser - General 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. | |||
| 15 Aug 2021 | 16 AUG 21 - Monday Market Highlights | 00:03:36 | |
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/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 14 Feb 2017 | #3 Integrating Professional Coaching & Financial Advice with Cathryn Gross | 00:31:35 | |
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. | |||
| 12 Jun 2023 | Engine Room Podcast #11 - Dr. Paul Moran and Alex Hont | 00:56:05 | |
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/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230613 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 18 Aug 2021 | Client Values and Goals #3 | 00:48:50 | |
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 Craig Buntain Cate Americano Tim Henry Michael Topper Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 25 Nov 2020 | #215 Nathan Fradley | 00:56:27 | |
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 This episode is proudly sponsored by HUB24 Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 23 Nov 2020 | #214 Damien Mu | 00:40:22 | |
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/ This episode is proudly sponsored by HUB24 Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 24 Jun 2024 | Engine Room Podcast #38 - Sam Perera | 00:58:55 | |
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/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240625 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 05 Apr 2017 | #16 The State of Play with Aleks Vickovich | 00:37:40 | |
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. | |||
| 08 May 2024 | #444 Stefan Angelini | 00:36:28 | |
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/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 29 Aug 2024 | AdviceTech Podcast #98 - Plutosoft Update | 00:27:42 | |
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/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240830 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 10 Jul 2019 | Plan, Produce, Profit Series #1 - Glen Hare & Jess Brady | 00:57:31 | |
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/ 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. | |||
| 14 Nov 2021 | 15 NOV 21 - Monday Market Highlights | 00:05:19 | |
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/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 02 Jun 2024 | Investment Podcast #12 - Longevity Risk | 00:41:10 | |
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/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240603 Our research highlights strategies you can implement now into your practice to combat longevity risk: https://ensombl.com/go/2-20240603 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 10 Sep 2017 | #47 Setting Up an Advisory Board for Your Practice with Sam Robinson & Josh Winsgrove | 00:48:18 | |
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. | |||
| 30 Aug 2021 | Client Values and Goals #6 | 00:47:23 | |
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 Craig Buntain Cate Americano Tim Henry Michael Topper Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 16 Oct 2022 | 17 OCT 2022 - Monday Market Highlights | 00:05:30 | |
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: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 02 May 2017 | #24 How To Outsource with Jade Eley | 00:28:07 | |
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. | |||
| 22 Feb 2024 | AdviceTech Podcast #71 - Capital Preferences | 01:01:36 | |
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/ "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 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 05 Apr 2017 | #15 How To Create A Low Cost Advice Offering with Vincent Scully | 01:01:11 | |
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 | |||
| 07 Sep 2023 | AdviceTech Podcast #51 - Canva | 01:16:34 | |
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/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230907 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/
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| 02 Aug 2018 | #92 Chris Muddell on the Benefits of Authenticity in the Workplace, Advice and Sales | 01:04:30 | |
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 - Join XY Adviser - General 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. | |||
| 14 Feb 2022 | #284 Corey Wastle | 00:37:18 | |
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/ This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon. Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 28 Nov 2023 | Enhancing Your Insurance Advice #1 | 00:33:31 | |
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/ To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 07 Dec 2022 | #367 Creina Lister | 00:42:36 | |
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/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 18 May 2023 | AdviceTech Podcast #35 - Xeppo | 00:57:49 | |
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/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230519 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 25 Jul 2024 | AdviceTech Podcast #93 - Weel | 00:28:28 | |
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/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240726 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 15 Mar 2018 | #72 Chris Bates on the value of LinkedIn, Property & Getting out of Africa Unscathed | 00:54:46 | |
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:
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. | |||
| 13 Dec 2023 | #427 David Orford | 00:40:59 | |
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/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231214 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 20 Sep 2022 | The Art of Trust #1 | 00:48:44 | |
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 Jane Ryan Anne Fuchs Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 05 May 2024 | Investment Podcast #10 - Private Credit | 00:44:19 | |
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/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240506 This episode is proudly sponsored by Challenger https://ensombl.com/go/2-20240506 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 12 Sep 2019 | Plan, Produce, Profit Series #10 – Hugh Robertson | 00:48:33 | |
"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: 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. | |||
| 06 Sep 2018 | #97 Crushing the Young (and Female) Adviser Stereotype with Hayley Pearse | 00:49:40 | |
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 - 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. | |||
| 05 Jul 2018 | #88 Andrew Shakespeare on the Transition to Holistic Financial Advice | 00:36:38 | |
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 - Facebook Group - General 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. | |||
| 24 Jan 2018 | #65 James Millard on Bridging the Gap Between Financial Adviser and Content Marketer | 00:34:30 | |
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:
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. | |||
| 05 Dec 2022 | #366 Matt Hale | 00:27:12 | |
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/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 28 Nov 2023 | Enhancing Your Insurance Advice #4 | 00:35:56 | |
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/ To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 17 Sep 2019 | #138 David Carney | 00:57:00 | |
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. | |||
| 28 Aug 2022 | 29 AUG 2022 - Monday Market Highlights | 00:05:28 | |
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: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 23 Nov 2021 | ESG Portfolios Series #2 | 00:52:17 | |
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 Karen McLeod David Graham Michelle Brisbane Claudia Mah Grover Burthey Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 11 Dec 2024 | #474 Bert van Manen | 00:25:00 | |
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/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20241212 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 18 Oct 2021 | #260 Cara Williams | 00:42:23 | |
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/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 20 Nov 2019 | #142 Chris Carlin | 00:48:51 | |
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/ 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: Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ | |||
| 15 Jan 2023 | 16 JAN 2023 - Monday Market Highlights | 00:04:59 | |
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/ Join the Ensombl platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 17 Nov 2017 | #58 Peita Diamantidis on Understanding and Implementing Fintech Effectively in an Advice Practice | 00:45:18 | |
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:
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! | |||
| 05 Feb 2025 | #477 Lee Forde | 00:59:50 | |
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/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250206 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 12 Dec 2024 | AdviceTech Podcast #113 - BePrepared | 00:44:14 | |
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/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 25 Apr 2024 | AdviceTech Podcast #80 - Employment Hero | 00:38:26 | |
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/ A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240426 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 30 Mar 2023 | AdviceTech Podcast #28 - Financial Writers Australia | 00:41:11 | |
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/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 31 Jan 2023 | Strategies to Facilitate Intergenerational Wealth Transfers #3 | 00:53:02 | |
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/ Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/ Join the Ensombl platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 21 Oct 2020 | Ethical Investment Series #8 - Glen Hare | 00:34:05 | |
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 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 Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 17 Jun 2024 | Engine Room Podcast #37 - Iain Rogers | 01:04:54 | |
In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They 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/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240618 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 31 May 2018 | #83 Andrew Rocks on Amazing Client Experiences and Employee Culture | 00:56:12 | |
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:
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. 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. | |||
| 13 Jun 2024 | AdviceTech Podcast #87 - LivePreso Advice | 00:43:32 | |
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/ A world of engagement awaits you at Netwealth. Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 01 Feb 2023 | #374 Andrew Rocks | 00:36:18 | |
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/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 01 Aug 2024 | AdviceTech Podcast #94 - PortalStack | 00:46:09 | |
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/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240802 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 09 Aug 2018 | #93 Drew Davison on Taking Real Estate Tech From Idea to Market | 01:00:07 | |
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 - 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. | |||
| 20 Oct 2022 | AdviceTech Podcast #9 - LinkedIn | 01:07:53 | |
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/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 26 Sep 2024 | AdviceTech Podcast #102 - 3Lines 2.0 | 00:40:46 | |
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/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240927 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/
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| 12 Feb 2025 | #478 Philip Courtenay | 00:55:06 | |
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 Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250213 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 21 Aug 2024 | #458 Jayde Jenkins | 00:31:34 | |
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/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240822 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 13 Dec 2022 | FPA Congress Insights #4 | 00:58:41 | |
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 Cameron Peck Kerry Darton Jason Burley Assyat David Nick Eatock Join the Ensombl platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 08 Nov 2018 | #106 Finn Kelly | 00:49:56 | |
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 - General 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. | |||
| 15 Aug 2024 | AdviceTech Podcast #96 - Elemnta | 00:33:11 | |
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/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240816 Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 18 Jun 2024 | Addressing Client Affordability Concerns in Insurance #2 | 00:47:12 | |
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/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you. Join the Ensombl platform: General Disclaimer – https://www.ensombl.com/disclaimer/ | |||
| 28 Jul 2021 | #248 Russell Collins | 00:59:14 | |
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/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 26 Oct 2021 | Tech Trends Series #4 | 00:47:49 | |
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 Hayley Pearse James Sutherland Cara Graham Matt Heine Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 25 Aug 2022 | AdviceTech Podcast #1 - AstuteWheel | 00:46:52 | |
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/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 01 Aug 2022 | #330 Michael Khouri | 00:32:39 | |
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 For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||
| 18 May 2022 | #310 Annie Bolitho | 00:48:53 | |
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/ To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/ Join the XY platform: General Disclaimer – https://www.xyadviser.com/disclaimer/ | |||