Ranked #1
#162 Steve Bull
#162 Steve Bull
Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the backend. He'... Read more
12 Feb 2020
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56mins
Ranked #2
#5 How To Run A Financial Advice Business Remotely with Dean Holmes
#5 How To Run A Financial Advice Business Remotely with Dean Holmes
Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advi... Read more
14 Feb 2017
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38mins
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#108 Davina Poletto
#108 Davina Poletto
As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they wan... Read more
22 Nov 2018
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Ranked #4
Plan, Produce, Profit Series #15 - Adele Martin
Plan, Produce, Profit Series #15 - Adele Martin
In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin - the Founder and Adviser at AdeleMa... Read more
23 Oct 2019
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Ranked #5
#155 Conaill Keniry
#155 Conaill Keniry
As an adviser, Conail has experienced licensee land from the big to the small, and everywhere in between. We catch up wi... Read more
20 Jan 2020
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42mins
Ranked #6
#130 Lea Schodel
#130 Lea Schodel
Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of yo... Read more
16 May 2019
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Ranked #7
#159 Ben Neilson
#159 Ben Neilson
Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the ne... Read more
3 Feb 2020
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Ranked #8
#10 How to Leverage Your Advice Firm with Stewart Bell
#10 How to Leverage Your Advice Firm with Stewart Bell
Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technolo... Read more
6 Mar 2017
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Ranked #9
#20 How to attract Gen Y & X Clients with Steve Crawford
#20 How to attract Gen Y & X Clients with Steve Crawford
Interviews by Ben Nash and Phil Thompson Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice ... Read more
5 Apr 2017
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Ranked #10
#50 Discussions on Dealer Groups with Angus Woods
#50 Discussions on Dealer Groups with Angus Woods
On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings t... Read more
9 Oct 2017
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Ranked #11
#96 A Deep Dive into the Superannuation Landscape with Michael Houlihan
#96 A Deep Dive into the Superannuation Landscape with Michael Houlihan
Michael Houlihan (LinkedIn: /michael-houlihan-2a24b818) is a guy who definitely doesn’t know how to sit still. He’s the ... Read more
30 Aug 2018
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Ranked #12
#60 Benjamin Marshan on Implementing Fintech in the Advice Process (FPA Whitepaper)
#60 Benjamin Marshan on Implementing Fintech in the Advice Process (FPA Whitepaper)
Is this the most useful whitepaper ever produced in Financial Services? Benjamin Marshan is at the forefront of a digita... Read more
1 Dec 2017
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Ranked #13
#57 Geoff Wilson on Philanthropic Wealth Creation - How to invest with your head and your heart
#57 Geoff Wilson on Philanthropic Wealth Creation - How to invest with your head and your heart
Investing with your head and your heart. This sums up the work of Geoff Wilson and his team of investment fund managers ... Read more
10 Nov 2017
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Ranked #14
#102 Structuring Upfront and Ongoing Advice Packages with Stella Norberti
#102 Structuring Upfront and Ongoing Advice Packages with Stella Norberti
Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: www... Read more
11 Oct 2018
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Ranked #15
#156 Daniel Gara
#156 Daniel Gara
We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic. A... Read more
22 Jan 2020
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Ranked #16
#33 How We Can Make Advice Better with Ben Marshan
#33 How We Can Make Advice Better with Ben Marshan
Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we'r... Read more
7 Jun 2017
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Ranked #17
#38 How To Drive Efficiencies in Your Advice with Steve Neilson
#38 How To Drive Efficiencies in Your Advice with Steve Neilson
Interviews by Ben Nash and Adrian Patty This week we have Steve Nielsen talking 'How to drive efficiencies in your advi... Read more
9 Jul 2017
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Ranked #18
#37 How To Effectively Use Video in Your Advice Business with Chris McHardy
#37 How To Effectively Use Video in Your Advice Business with Chris McHardy
Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live we have Chris Mchardy co-founder and director of ... Read more
30 Jun 2017
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Ranked #19
#35 Cut the BS from Your Business's To-Do List with MJ Fitzpatrick
#35 Cut the BS from Your Business's To-Do List with MJ Fitzpatrick
XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add ... Read more
21 Jun 2017
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Ranked #20
#68 Adele Martin on How to Build a Personal Brand as a Financial Adviser
#68 Adele Martin on How to Build a Personal Brand as a Financial Adviser
If marketing, public relations and social media were like Kung-Fu, Adele Martin is definitely your Bruce Lee. She’s the ... Read more
15 Feb 2018
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40mins