Gil Gordon

Gil is the Managing Director at RI Newcastle &amp; 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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Gil is the Managing Director at RI Newcastle &amp; 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: <a href="https://www.linkedin.com/in/gordongil/" rel="nofollow" target="_blank">https://www.linkedin.com/in/gordongil/</a> RI Advice Website: <a href="https://rilowerhunter.com.au/" rel="nofollow" target="_blank">https://rilowerhunter.com.au/</a> Estate Planning For Life Website: <a href="https://estateplanningforlife.com.au/" rel="nofollow" target="_blank">https://estateplanningforlife.com.au/</a> "The Bugger Went and Died on Me" Book: <a href="https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf" rel="nofollow" target="_blank">https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf</a> Visit The Adviser Portal and partner with Zurich and OnePath today: <a href="https://ensombl.com/go/20230815" rel="nofollow" target="_blank">https://ensombl.com/go/20230815</a> Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

Engine Room Podcast #16 - Gil Gordon

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. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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 <a href="https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597" rel="nofollow" target="_blank">https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597</a> and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

14 AUG 2023 - Monday Market Highlights

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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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: <a href="https://www.speakpipe.com/PeitaD" rel="nofollow" target="_blank">https://www.speakpipe.com/PeitaD</a> Peita Diamantidis LinkedIn: <a href="https://www.linkedin.com/in/peitamd/" rel="nofollow" target="_blank">https://www.linkedin.com/in/peitamd/</a> A world of opportunity awaits you at Netwealth Investments Limited: <a href="https://ensombl.com/go/20230811" rel="nofollow" target="_blank">https://ensombl.com/go/20230811</a> Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

AdviceTech Podcast #47 - Look Back

Jonathan Mannion

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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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: <a href="https://www.linkedin.com/in/jonathonmannion/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jonathonmannion/</a> Sandringham Wealth Website: <a href="https://www.sandringhamwealth.com.au/" rel="nofollow" target="_blank">https://www.sandringhamwealth.com.au/</a> Discover intelliflo for yourself by visiting <a href="https://ensombl.com/go/20230810" rel="nofollow" target="_blank">https://ensombl.com/go/20230810</a> Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

#409 Jonathan Mannion

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. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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 <a href="https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597" rel="nofollow" target="_blank">https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597</a> and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

7 AUG 2023 - Monday Market Highlights

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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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: <a href="https://www.lumiant.io/" rel="nofollow" target="_blank">https://www.lumiant.io/</a> Mark Akeroyd LinkedIn: <a href="https://www.linkedin.com/in/markakeroyd/" rel="nofollow" target="_blank">https://www.linkedin.com/in/markakeroyd/</a>  Curiosity Corner (AI Playground): <a href="https://sdk.vercel.ai/" rel="nofollow" target="_blank">https://sdk.vercel.ai/</a> Peita Diamantidis LinkedIn: <a href="https://www.linkedin.com/in/peitamd/" rel="nofollow" target="_blank">https://www.linkedin.com/in/peitamd/</a> A world of opportunity awaits you at Netwealth Investments Limited: <a href="https://ensombl.com/go/20230804" rel="nofollow" target="_blank">https://ensombl.com/go/20230804</a> Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

AdviceTech Podcast #46 - Lumiant

Daniel Nel

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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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: <a href="https://www.linkedin.com/in/danielnel/" rel="nofollow" target="_blank">https://www.linkedin.com/in/danielnel/</a> Tribeca Financial Website: <a href="https://www.tribecafinancial.com.au/" rel="nofollow" target="_blank">https://www.tribecafinancial.com.au/</a> Discover intelliflo for yourself by visiting <a href="https://ensombl.com/go/20230803" rel="nofollow" target="_blank">https://ensombl.com/go/20230803</a> Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

#408 Daniel Nel

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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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: <a href="https://www.linkedin.com/in/belindamarleywallace/" rel="nofollow" target="_blank">https://www.linkedin.com/in/belindamarleywallace/</a> Evalesco Website: <a href="https://evalesco.com.au/" rel="nofollow" target="_blank">https://evalesco.com.au/</a> Encore Advisory Group Website: <a href="https://www.encoreadvisorygroup.com.au/" rel="nofollow" target="_blank">https://www.encoreadvisorygroup.com.au/</a> Performance Advisory Group Website: <a href="https://performanceadvisorygroup.com.au/" rel="nofollow" target="_blank">https://performanceadvisorygroup.com.au/</a> Barviacan Recruitment Website: <a href="http://www.barbicanrecruitment.com/" rel="nofollow" target="_blank">http://www.barbicanrecruitment.com/</a> Visit The Adviser Portal and partner with Zurich and OnePath today: <a href="https://ensombl.com/go/20230801" rel="nofollow" target="_blank">https://ensombl.com/go/20230801</a> Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

Engine Room Podcast #15 - Belinda Marley-Wallace

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. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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 <a href="https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597" rel="nofollow" target="_blank">https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597</a> and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

31 JUL 2023 - Monday Market Highlights

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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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: <a href="https://3Lines.com.au/" rel="nofollow" target="_blank">https://3Lines.com.au/</a>         Julia Vojkovic LinkedIn: <a href="https://www.linkedin.com/in/julia-vojkovic-708563114/" rel="nofollow" target="_blank">https://www.linkedin.com/in/julia-vojkovic-708563114/</a>         Curiosity Corner (folk): https://www.folk.app/      Peita Diamantidis LinkedIn: <a href="https://www.linkedin.com/in/peitamd/" rel="nofollow" target="_blank">https://www.linkedin.com/in/peitamd/</a> A world of opportunity awaits you at Netwealth Investments Limited: <a href="https://ensombl.com/go/20230728" rel="nofollow" target="_blank">https://ensombl.com/go/20230728</a> Join the Ensombl platform: App Store: <a href="http://www.ensombl.com/apple" rel="nofollow" target="_blank">http://www.ensombl.com/apple</a> Google Play: <a href="http://www.ensombl.com/google" rel="nofollow" target="_blank">http://www.ensombl.com/google</a> Desktop: <a href="https://www.ensombl.com/" rel="nofollow" target="_blank">https://www.ensombl.com/</a> General Disclaimer – <a href="https://www.ensombl.com/disclaimer/" rel="nofollow" target="_blank">https://www.ensombl.com/disclaimer/</a>

AdviceTech Podcast #45 - 3Lines

Professional network for financial advisers https://ensombl.com/DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl 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, Ensombl recommends obtaining financial advice from a qualified financial adviser.

Professional network for financial advisers <a href="https://ensombl.com/" rel="nofollow" target="_blank">https://ensombl.com/</a> DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl 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, Ensombl recommends obtaining financial advice from a qualified financial adviser.

Ensombl Advice Australia

Steve Bull

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

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: <a href="https://www.etfwatch.com.au/" rel="nofollow" target="_blank">https://www.etfwatch.com.au/</a> XY: <a href="https://www1.xyadviser.com/members/2432526" rel="nofollow" target="_blank">https://www1.xyadviser.com/members/2432526</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="http://www.HUB24.com.au" rel="nofollow" target="_blank">www.HUB24.com.au</a>), 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: <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> Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="nofollow" target="_blank">https://thinkcaddie.com/</a> 20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="nofollow" target="_blank">https://www.xyadviser.com/plus</a>

#162 Steve Bull

Dean Holmes

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.

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.

#5 How To Run A Financial Advice Business Remotely with Dean Holmes

Davina Poletto

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.

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 (<a href="http://www.salesitv.com.au" rel="nofollow" target="_blank">www.salesitv.com.au</a>) 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 - <a href="http://www.xyadviser.com" rel="nofollow" target="_blank">www.xyadviser.com</a> General Disclaimer - <a href="http://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">www.xyadviser.com/disclaimer/</a> This podcast is proudly supported by netwealth (<a href="http://www.netwealth.com.au" rel="nofollow" target="_blank">www.netwealth.com.au</a>), 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.

#108 Davina Poletto

Adele Martin

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&amp;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 <a href="http://AdeleMartin.com" rel="nofollow" target="_blank">AdeleMartin.com</a> 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 - <a href="https://www.adelemartin.com" rel="nofollow" target="_blank">https://www.adelemartin.com</a> LinkedIn - <a href="https://www.linkedin.com/in/adelemartin/" rel="nofollow" target="_blank">https://www.linkedin.com/in/adelemartin/</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 FE Analytics (<a href="https://www.financialexpress.net/" rel="nofollow" target="_blank">https://www.financialexpress.net/</a>), 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 <a href="https://apps.apple.com/au/app/xy-adviser/id1480066542" rel="noopener nofollow" target="_blank">https://apps.apple.com/au/app/xy-adviser/id1480066542</a>  Google Play <a href="https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&amp;hl=en_AU" rel="noopener nofollow" target="_blank">https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&amp;hl=en_AU</a> Desktop <a href="https://www.xyadviser.com/" rel="noopener nofollow" target="_blank">https://www.xyadviser.com/</a>   Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="noopener nofollow" target="_blank">https://thinkcaddie.com/</a> (20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="noopener nofollow" target="_blank">https://www.xyadviser.com/plus</a>

Plan, Produce, Profit Series #15 - Adele Martin

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

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: <a href="https://whatifadvice.com.au/" rel="nofollow" target="_blank">https://whatifadvice.com.au/</a> Conaill Keniry Linkedin: <a href="https://www.linkedin.com/in/conaill-keniry-b8022a14/" rel="nofollow" target="_blank">https://www.linkedin.com/in/conaill-keniry-b8022a14/</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="http://www.HUB24.com.au" rel="nofollow" target="_blank">www.HUB24.com.au</a>), 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: <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> Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="nofollow" target="_blank">https://thinkcaddie.com/</a> 20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="nofollow" target="_blank">https://www.xyadviser.com/plus</a>

#155 Conaill Keniry

Lea Schodel

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.

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 - <a href="https://www.linkedin.com/in/leaschodel/" rel="nofollow" target="_blank">https://www.linkedin.com/in/leaschodel/</a> Mindful Wealth - <a href="http://themindfulwealthmovement.com/" rel="nofollow" target="_blank">http://themindfulwealthmovement.com</a> Lea Schodel - <a href="http://www.leaschodel.com/" rel="nofollow" target="_blank">http://www.leaschodel.com/</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 Salesforce (<a href="https://bit.ly/Salesforce_XY" rel="nofollow" target="_blank">https://bit.ly/Salesforce_XY</a>). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (<a href="https://sforce.co/2VHUx2Jto" rel="nofollow" target="_blank">https://sforce.co/2VHUx2Jto</a>) 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.

#130 Lea Schodel

Ben Neilson

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

Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the new regulations. Neilson Wealth Website: <a href="https://www.neilsonwealth.com.au/" rel="nofollow" target="_blank">https://www.neilsonwealth.com.au/</a> Ben Neilson Linkedin: <a href="https://www.linkedin.com/in/ben-neilson-54883055/" rel="nofollow" target="_blank">https://www.linkedin.com/in/ben-neilson-54883055/</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="http://www.HUB24.com.au" rel="nofollow" target="_blank">www.HUB24.com.au</a>), 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: <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> Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="nofollow" target="_blank">https://thinkcaddie.com/</a> 20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="nofollow" target="_blank">https://www.xyadviser.com/plus</a>

#159 Ben Neilson

Stewart Bell

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. 

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.

#10 How to Leverage Your Advice Firm with Stewart Bell

Steve Crawford

Interviews by Ben Nash and Phil Thompson  Steve Crawford, Owner &amp; Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X &amp; 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 Ben Nash and Phil Thompson Steve Crawford, Owner &amp; Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X &amp; 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.

#20 How to attract Gen Y & X Clients with Steve Crawford

Angus Woods

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.

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.

#50 Discussions on Dealer Groups with Angus Woods

Michael Houlihan

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 &amp; 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: <a href="https://www.linkedin.com/in/michael-houlihan-2a24b818/" rel="nofollow" target="_blank">/michael-houlihan-2a24b818</a>) 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 - <a href="https://www.patreon.com/xyadviser" rel="nofollow" target="_blank">https://www.patreon.com/xyadviser</a> Join XY Adviser - <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 brought to you by Zurich Life &amp; Investments (<a href="http://www.zurich.com.au" rel="nofollow" target="_blank">www.zurich.com.au</a>), 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 <a href="https://l.facebook.com/l.php?u=http%3A%2F%2Fwww.xyadviser.com%2F&amp;h=AT1krkh_S-GmTTwG1Xmgk6Yi33RZElnWXxUQBHIz2vyAB2reWv89tbFog_vcrx9qnFahZtaQVjdWBFRXkSlDQ40St6oGLsnzmKvqSHDtKBQXUI9JO_k1xY2Vk6ygoE0XDM8G4JepK54YiTlfXVemiEctUSXv4g" rel="nofollow" target="_blank"> www.xyadviser.com</a> or email contact@xyadviser.com for more information.

 #96 A Deep Dive into the Superannuation Landscape with Michael Houlihan

Benjamin Marshan

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.

Is this the most useful whitepaper ever produced in Financial Services? <a href="https://www.linkedin.com/in/benjamin-marshan-6617191/" rel="noopener nofollow" target="_blank">Benjamin Marshan</a> is at the forefront of a digital whitepaper having just been released by the <a href="https://fpa.com.au/fintech/" rel="noopener nofollow" target="_blank">FPA</a> 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: <ul> <li>Why it’s important to map out the entire advice giving process within your practice and how to address inefficiencies</li> <li>Ben’s thoughts on advisers being replaced by robots</li> <li>The key area in the advice process that is lacking Fintech</li> <li>Why Ben wants to disrupt the way we present the SOA and how he plans on doing it</li> <li>How ASIC is monitoring new Fintech companies and their duty of care for clients</li> <li>How to decide on which technologies to implement into your practice</li> </ul> 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 <a href="https://fpa.com.au/fintech/" rel="noopener nofollow" target="_blank">here</a> 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 <a href="https://fpa.com.au/fintech/" rel="noopener nofollow" target="_blank">here</a> and experience interactive technology in the way your client’s may just be able to do so with your advice presentation soon.

#60 Benjamin Marshan on Implementing Fintech in the Advice Process (FPA Whitepaper)

Geoff Wilson

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 &amp; 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!

Investing with your head and your heart. This sums up the work of <a href="https://www.linkedin.com/company/1075845/" rel="noopener nofollow" target="_blank">Geoff Wilson</a> and his team of investment fund managers at <a href="http://wilsonassetmanagement.com.au/" rel="noopener nofollow" target="_blank">Wilson Asset Management (WAM)</a>. With over 37 years’ experience in the investment market industry, <a href="http://wilsonassetmanagement.com.au/about-us/" rel="noopener nofollow" target="_blank">Geoff Wilson</a> pioneered Australia’s first ever listed philanthropic wealth creation vehicles (Future Generation Investment Company &amp; 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: <ul> <li>The major benefits offered to investors including access to top performing fund managers and the opportunity to be involved in the philanthropic process</li> <li>The best types of clients suited to this style of investing</li> <li>The benefits of investing in a system with increased job fulfilment, high fund manager retention and positive brand awareness</li> <li>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</li> <li>The benefits of having a scalable business model that produces positive philanthropic returns</li> <li>The benefits of a Listed Investment Company (LIC) as opposed to other trusts</li> </ul> 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!

#57 Geoff Wilson on Philanthropic Wealth Creation - How to invest with your head and your heart

Stella Norberti

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 &amp; 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.

Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: <a href="http://www.absolutewealthadvisors.com.au/" rel="nofollow" target="_blank">www.absolutewealthadvisors.com.au/</a> )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 - <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 brought to you by Zurich Life &amp; Investments (<a href="http://www.zurich.com.au" rel="nofollow" target="_blank">www.zurich.com.au</a>), 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.

#102 Structuring Upfront and Ongoing Advice Packages with Stella Norberti

Daniel Gara

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

We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic. Adviser Logic Website: <a href="https://www.adviserlogic.com.au/" rel="nofollow" target="_blank">https://www.adviserlogic.com.au/</a> Daniel Gara Linkedin: <a href="https://www.linkedin.com/in/danielgara/" rel="nofollow" target="_blank">https://www.linkedin.com/in/danielgara/</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="http://www.HUB24.com.au" rel="nofollow" target="_blank">www.HUB24.com.au</a>), 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: <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> Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="nofollow" target="_blank">https://thinkcaddie.com/</a> 20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="nofollow" target="_blank">https://www.xyadviser.com/plus</a>

#156 Daniel Gara

Ben Marshan

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.

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.

#33 How We Can Make Advice Better with Ben Marshan

Steve Neilson

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 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.

#38 How To Drive Efficiencies in Your Advice with Steve Neilson

Chris McHardy

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 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.

#37 How To Effectively Use Video in Your Advice Business with Chris McHardy

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 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.

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.

#35 Cut the BS from Your Business's To-Do List with MJ Fitzpatrick

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 marketing, public relations and social media were like Kung-Fu, <a href="https://www.linkedin.com/in/adelemartin/" rel="noopener nofollow" target="_blank">Adele Martin</a> is definitely your Bruce Lee. She’s the <a href="http://adelemartin.com/" rel="noopener nofollow" target="_blank">Money Mentor</a>, 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: <ul> <li>The single piece of advice Adele would give to anyone starting out as an adviser</li> <li>Adele’s proven strategy to work ‘on’ your business rather than just ‘in’ it</li> <li>How to commercialise a Facebook Group and build a trusted community</li> <li>How to kick start your marketing, PR and social media plan</li> <li>How Adele’s virtual office has allowed her to leverage the amazing skills of people she would never find in Newcastle</li> </ul> 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 - <a href="http://bit.ly/2DdD4tJ" rel="noopener nofollow" target="_blank">http://bit.ly/2DdD4tJ</a> A big thank you to our major partner Zurich and to SunSuper for the continued support.

#68 Adele Martin on How to Build a Personal Brand as a Financial Adviser

The best self improvement podcast episodes. From improving productivity, to finding purpose in your life to what constitutes freedom, this topic is on anything and everything that can help people to improve their lives. Add episodes you're interested into your queue below!

Best Episodes on Self Improvement, Growth & Development

The best podcast episodes of the most interesting stories and things. From skyping someone while they're in space, to tracking down and meeting a telephone scammer in person, to the story of a Galapagos. These episodes will keep you and all your friends entertained and captivated for hours. Learn something new in every episode! Add episodes you're interested into your queue below!