Hayley Knight's guest appearances

Hayley Knight

XY Adviser

Goals Based Advice Podcast

Ensombl Advice Australia

Peita Diamantidis

Marc Bineham

Glen Hare

Ben Nash

Clayton Daniel

Santi Burridge

Dante De Gori

Brad Fox

Sharon McClafferty

Vince Scully

Tristan Scifo

Michael Back

Ben Marshan

Tara Lucke

Sue Viskovic

OwlTail

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/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia 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 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: <a href="https://www1.xyadviser.com/members/2845489" rel="nofollow" target="_blank">https://www1.xyadviser.com/members/2845489</a> Contract Paraplanning Services Website: <a href="https://www.contractpps.com.au/" rel="nofollow" target="_blank">https://www.contractpps.com.au/</a> To connect with your local Aberdeen Standard BDM visit <a href="https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia" rel="nofollow" target="_blank">https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia</a> Join the XY platform: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a> 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 <a href="http://aberdeenstandard.com" rel="nofollow" target="_blank">aberdeenstandard.com</a> before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Scale Up Series #9 - Hayley Knight

In this episode, I chat with Hayley Knight live at the United - the 2019 AFA Conference in Adelaide.   You can connect with Hayley: https://www.linkedin.com/in/knighthayley/

In this episode, I chat with Hayley Knight live at the United - the 2019 AFA Conference in Adelaide. You can connect with Hayley: <a href="https://www.linkedin.com/in/knighthayley/" rel="nofollow" target="_blank">https://www.linkedin.com/in/knighthayley/</a>

The new plan for the paraplanner community with Hayley Knight

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.

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 <a href="https://www.linkedin.com/in/knighthayley/" rel="nofollow" target="_blank">https://www.linkedin.com/in/knighthayley/</a> Contract Paraplanning Services <a href="https://www.contractpps.com.au/" rel="nofollow" target="_blank">https://www.contractpps.com.au/</a> General Disclaimer - <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a> This podcast is brought to you by HUB24 (<a href="https://www.HUB24.com.au" rel="nofollow" target="_blank">https://www.HUB24.com.au</a>), 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.

#127 Hayley Knight