Ensombl Advice Australia

<p>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.</p> <p>Sarah Abood<br /> CEO at the Financial Planning Association of Australia<br /> Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/<br /> FPA Website: https://fpa.com.au/</p> <p>Phil Anderson<br /> Chief Executive Officer at Association of Financial Advisers<br /> Phil Anderson LinkedIn: https://www.linkedin.com/in/philpaulanderson/<br /> AFA Website: https://www.afa.asn.au/</p> <p>Conrad Travers<br /> Principal Consultant at Tangelo Advice Consulting<br /> Conrad Travers LinkedIn: https://www.linkedin.com/in/conradtravers/<br /> Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/</p> <p>Ben Donald<br /> Managing Director at Austbrokers Life<br /> Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/<br /> Austbrokers Life Website: https://www.austbrokerslife.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her advice journey, and the intangible benefits of financial advice and the importance of equity.</p> <p>Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/<br /> Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/<br /> Rising Tide Financial Website: https://risingtidefinancial.com.au/</p> <p>For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover Australian GDP data, the RBA's cash rate raise, the US consumer credit report, UK November housing data, the US ISM Services print, Nitro Software, Healius, and Air New Zealand.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation.</p> <p>Worksorted Website: https://worksorted.com/ <br /> Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/ <br /> Curiosity Corner (Upcontent) website: https://www.upcontent.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>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.</p> <p>Creina Lister LinkedIn: https://www.linkedin.com/in/creina-lister-607a8256/<br /> Hewison Private Wealth Website: https://www.hewison.com.au/</p> <p>For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>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.</p> <p>Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/<br /> Rising Tide Financial Website: https://risingtidefinancial.com.au/</p> <p>For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the Australian inflation print, the US Personal Consumption Expenditure index, the US ISM manufacturing PMI, Domino's Pizza, Collins Food, Smartpay, Fisher and Paykel Healthcare, and Gentrack.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into the Think Caddie platform and explore how advice practices can utilise it to manage team compliance and training.</p> <p>Think Caddie Website: https://www.thinkcaddie.com<br /> Sasha Lincoln LinkedIn: https://www.linkedin.com/in/sasha-lincoln-bb069b43/ <br /> Curiosity Corner (Be Connected) website: https://beconnected.esafety.gov.au/ <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can practically cultivate great leadership skills, and how we can become better leaders in the year ahead.</p> <p>Tamar Balkin LinkedIn: https://www.linkedin.com/in/tamarbalkin/<br /> Balkin Coaching Website: https://www.balkincoaching.com.au/</p> <p>For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss his take on the rise of technology in advice, and how the term "financial literacy" can create shame around money.</p> <p>Vince Scully XY: https://www1.xyadviser.com/members/2272378<br /> Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/<br /> Life Sherpa Website: https://lifesherpa.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the Reserve Bank of New Zealand, the US Federal Open Market Committee November minutes, Qantas, Virgin Money, Life360 and Polonovo.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo app, and how practices can utilise it to nurture clients towards making well-informed financial decisions.</p> <p>Otivo Website: https://www.otivo.com/<br /> Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031 <br /> Curiosity Corner (Book like a Boss) website: https://www.booklikeaboss.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using your personal brand to create authenticity in your business and with your online presence.</p> <p>Carlii Lyon LinkedIn: https://www.linkedin.com/in/carliilyon/<br /> Carlii Lyon Website: https://carliilyon.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning at Yield Advisory. This time, she joins Ben to chat about how the business has developed, and the importance of being adaptable and open to change.</p> <p>Morgan Hayward XY: https://www1.xyadviser.com/members/2853291<br /> Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/<br /> Yield Advisory Website: https://yieldadvisory.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US producer price index, the retail sales report, the New York federal household debt and credit report, Australian employment data, Pendal and Perpetual, BHP, and Aristocrat Leisure.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep dive into the features of the Advice Intelligence software, an end-to-end financial planning solution designed to create further advice innovations and inspire client engagement.</p> <p>Advice Intelligence Website: https://www.adviceintelligence.com/<br /> Jacqui Henderson LinkedIn: https://www.linkedin.com/in/jacqui-henderson1/ <br /> Curiosity Corner (Heroic Headshots) website: https://www.heroicheadshots.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Briony is a Motivational Keynote Speaker and author of "Life Is Tough But So Are You". She and Jess discuss how to help and comfort clients when they're given life-changing news, and what we can do better to support those in need.</p> <p>Briony Benjamin LinkedIn: https://www.linkedin.com/in/briony-benjamin/<br /> Briony Benjamin Website: https://www.brionybenjamin.com/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he approached building his team, and the importance of having an "engine room" and maintaining quality control.</p> <p>Kristian Zuza LinkedIn: https://www.linkedin.com/in/kristianzuza/<br /> Peak Wealth Management Website: https://peakwm.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ's Survey of Expectations, the NAB business confidence index, and the fall of FTX.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>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.</p> <p>Fourth Line Website: https://fourth-line.com.au/<br /> Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/ <br /> Curiosity Corner (Grammarly) Website: https://www.grammarly.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of "succeeding at failing", and the balancing act we put ourselves through when defining ourselves as either a success or a failure.</p> <p>Charlie Fraser LinkedIn: https://www.linkedin.com/in/charlie-fraser-47b84317/<br /> Shadforth Website: https://www.sfg.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her new book "The Five Conversations About Money That Will Radically Change Your Life", and how to create content that makes people actively engage with their money.</p> <p>Vanessa Stoykov LinkedIn: https://www.linkedin.com/in/vanessa-stoykov/<br /> Evolution Media Group Website: https://evolutionmediagroup.com.au/<br /> Vanessa Stoykov Website: https://vanessastoykov.com.au/<br /> Podcast: https://vanessastoykov.com.au/podcast/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the Fed and RBA cash rate increase, US Employment data, Australian real estate data, Woolworths, Goodman Group, and CSL.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.</p> <p>iFactFind Website: https://ifactfind.com.au/ <br /> Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ <br /> Curiosity Corner (Airtable) website: https://www.airtable.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how she was crowned 2022 AFA Financial Adviser of the Year, and what she's doing in her practice to stand out.</p> <p>Felicity Cooper LinkedIn: https://www.linkedin.com/in/goldcoastfelicitycooper/<br /> Cooper Wealth Management Website: https://www.cooperwealthmanagement.com.au/ </p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and Fraser discuss all things client experience, from growing your business and future technology concepts.</p> <p>Stewart Bell LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/<br /> Audere Website: https://audere.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights and experiences with delivering a great client experience.</p> <p>Kim Payne LinkedIn: https://www.linkedin.com/in/kimpayne9rok/<br /> 9rok Consulting Website: https://9rok.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience enthusiast, and in this installment he and Fraser chat about how technology plays a vital part in the human client experience.</p> <p>Michael Back XY: https://www1.xyadviser.com/members/2243422<br /> Human to Human Website: https://humantohuman.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns with your client experience, and how you can win at both.</p> <p>Suz Chadwich LinkedIn: https://www.linkedin.com/in/suzannechadwick/<br /> Suz Chadwick Website: https://suzchadwick.com/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology side of the client experience, and how it will continue to shape advice in the future.</p> <p>Greg Hansen LinkedIn: https://www.linkedin.com/in/greg-hansen-a0640838/<br /> HUB24 Website: https://www.hub24.com.au/</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to chat about the importance of building a team and having a community in your business, and the most difficult skill he's had to master as an adviser.</p> <p>RFS Advice Website: https://www.rfsadvice.com</p> <p>Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the Australian Federal Budget, US Core CPE index data, Amazon, Meta, Alphabet, and Carsales.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at Lonsec's iRate research tool, and discuss the features that advisers may not be using to their advantage.</p> <p>Lonsec Website: https://www.lonsec.com.au/<br /> iRate Two Week Trial: https://www.lonsec.com.au/financial-adviser/irate-trial/<br /> Hannah Bevan LinkedIn: https://www.linkedin.com/in/hannah-bevan-37831063/ <br /> Curiosity Corner (TextExpander) website: https://textexpander.com/<br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, bullying, and the role of good leaders to help create safe workplaces.</p> <p>Dawn Thomas XY: https://www1.xyadviser.com/members/11231058<br /> Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/<br /> The Wealth Designers Website: https://twd.com.au/</p> <p>"A Husband is Not a Retirement Plan" by the Senate of Economics References Committee: http://www2.xyadviser.com/mhs7ou<br /> Response from the govt regarding the recommendations: http://www2.xyadviser.com/9irbpc<br /> Fair Work Bullying Resource: http://www2.xyadviser.com/fsr3lj</p> <p>Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover British Prime Minister Liz Truss' resignation, UK CPI data, the US NAHB House Market index, New Zealand CPI data, Santos, Woodside, Adbri, Netflix and Tesla.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>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.</p> <p>Adam Houlahan Website: https://adamhoulahan.com/<br /> Adam Houlahan LinkedIn: https://adamhoulahan.com/<br /> Curiosity Corner (Hypercontext) website: https://hypercontext.com/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>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.</p> <p>Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/<br /> BlueRock Website: https://www.bluerock.com.au/</p> <p>Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing can be practically woven into your advice process, and how understanding your client's values can build deeper connections.</p> <p>James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/<br /> JustInvest Financial Planning: https://www.justinvest.net.au/</p> <p>Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US Core CPI data, the UK jobs report, the Westpac consumer confidence index, Qantas, and Baby Bunting.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week, Peita is joined by Dante St James, Meta Lead Trainer and Digital Consultant to Small Businesses. They discuss the best ways to approach Facebook as a business, and explore the lesser-known benefits and tools of the Meta Business Suite.</p> <p>Dante St James Website: https://dantestjames.com/ <br /> Dante St James LinkedIn: https://www.linkedin.com/in/dantestjames/ <br /> Curiosity Corner (Answer the Public) website: https://answerthepublic.com/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he's created within his practice, and how any technology you use in your business should be robust with your client strategy in mind.</p> <p>Andrew Hewison LinkedIn: https://www.linkedin.com/in/andrewhewison/<br /> Hewison Private Wealth Website: https://www.hewison.com.au/</p> <p>Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He returns to the XY Podcast to talk about team structuring, and the upcoming Ethical Advice Conference.</p> <p>Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/<br /> Ethical Advice Conference Website: https://www.ethicaladviceconference.com/<br /> Tribeca Financial Website: https://www.tribecafinancial.com.au/<br /> Ethos Australia Website: https://www.ethosesg.com/</p> <p>Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the ASX 200, US non-farm payrolls, rising RBNZ rates, global oil reserves, the SEEK Australian Job index, Magellan, and Appen.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software.</p> <p>ProductRex Website: https://www.productrex.com.au/ <br /> Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ <br /> Curiosity Corner (Brickit) website: https://brickit.app/<br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive into the topic of client experience, and Paul discusses what he's doing to reward clients for their business.</p> <p>Paul Nicol LinkedIn: https://www.linkedin.com/in/paul-nicol-23aa678/<br /> GMF Wealth Advisory Website: https://www.gfmwealth.com.au/</p> <p>Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>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.</p> <p>Ian Byrne LinkedIn: https://www.linkedin.com/in/ian-byrne-00597725/<br /> Evolution Financial Website: https://www.evolutionqueensland.com.au/</p> <p>Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>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.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB.</p> <p>Iress Website: https://www.iress.com/<br /> Iress Community: https://community.iress.com/<br /> Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/<br /> Curiosity Corner (Notion) website: https://www.notion.so/<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Olivia is the Managing Editor - news & analysis at Mumbrella. She joins Jess to talk about becoming genuinely good at PR, and how much time, strategy and tactical practice you need to put in before you can expect return on investment.</p> <p>Olivia Kruimel LinkedIn: https://www.linkedin.com/in/oliviack-marcoms/<br /> Mumbrella Website: https://mumbrella.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal Adviser of the Year. He talks to Ben about the biggest challenges he faced from starting his business from scratch with no clients to where it is today.</p> <p>Martin McGrath XY: https://www1.xyadviser.com/members/2533593<br /> Martin McGrath LinkedIn: https://www.linkedin.com/in/martin-mcgrath-retirement-specialist-b991915a/<br /> Financial Edge Group Website: https://www.financialedgegroup.com.au/</p> <p>Australian Retirement Trust. It's more super for you and your clients.<br /> Visit https://www.australianretirementtrust.com.au/adviser</p> <p>Join the XY platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>