Ensombl Advice Australia

<p>Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy".</p> <p>Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/<br /> FP Assistant Website: https://fpassist.com.au/<br /> The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/</p> <p>This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6</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>

In this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection. <p>To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html</p> <p>Katherine Hayes<br /> Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams<br /> Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/<br /> Hayes & Co Website: http://hcis.com.au/</p> <p>Jeff Thurecht<br /> Director and Senior Financial Planner at Evalesco Financial Services<br /> Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035<br /> Evalesco Website: https://evalesco.com.au/</p> <p>Natalie Cameron<br /> Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority<br /> Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/<br /> AFCA Website: https://www.afca.org.au/</p> <p>Benjamin Martin<br /> Senior Technical Manager at AIA Australia<br /> Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/<br /> AIA Website: https://www.aia.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>

In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position. <p>To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html</p> <p>Katherine Hayes<br /> Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams<br /> Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/<br /> Hayes & Co Website: http://hcis.com.au/</p> <p>Jeff Thurecht<br /> Director and Senior Financial Planner at Evalesco Financial Services<br /> Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035<br /> Evalesco Website: https://evalesco.com.au/</p> <p>Natalie Cameron<br /> Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority<br /> Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/<br /> AFCA Website: https://www.afca.org.au/</p> <p>Benjamin Martin<br /> Senior Technical Manager at AIA Australia<br /> Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/<br /> AIA Website: https://www.aia.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>

In this episode we talk about the mindset changes that advisors need to adopt moving forward. <p>To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html</p> <p>Katherine Hayes<br /> Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams<br /> Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/<br /> Hayes & Co Website: http://hcis.com.au/</p> <p>Jeff Thurecht<br /> Director and Senior Financial Planner at Evalesco Financial Services<br /> Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035<br /> Evalesco Website: https://evalesco.com.au/</p> <p>Natalie Cameron<br /> Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority<br /> Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/<br /> AFCA Website: https://www.afca.org.au/</p> <p>Benjamin Martin<br /> Senior Technical Manager at AIA Australia<br /> Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/<br /> AIA Website: https://www.aia.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>

In this episode we discuss insurance philosophies that advisers can implement in their practices. <p>To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html</p> <p>Katherine Hayes<br /> Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams<br /> Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/<br /> Hayes & Co Website: http://hcis.com.au/</p> <p>Jeff Thurecht<br /> Director and Senior Financial Planner at Evalesco Financial Services<br /> Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035<br /> Evalesco Website: https://evalesco.com.au/</p> <p>Natalie Cameron<br /> Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority<br /> Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/<br /> AFCA Website: https://www.afca.org.au/</p> <p>Benjamin Martin<br /> Senior Technical Manager at AIA Australia<br /> Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/<br /> AIA Website: https://www.aia.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>

In this final installment we talk about what the future might hold for income protection in Australia. <p>To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html</p> <p>Katherine Hayes<br /> Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams<br /> Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/<br /> Hayes & Co Website: http://hcis.com.au/</p> <p>Jeff Thurecht<br /> Director and Senior Financial Planner at Evalesco Financial Services<br /> Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035<br /> Evalesco Website: https://evalesco.com.au/</p> <p>Natalie Cameron<br /> Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority<br /> Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/<br /> AFCA Website: https://www.afca.org.au/</p> <p>Benjamin Martin<br /> Senior Technical Manager at AIA Australia<br /> Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/<br /> AIA Website: https://www.aia.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>Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping.</p> <p>Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/<br /> The Hopkins Group Website: https://thehopkinsgroup.com.au/</p> <p>This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6</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 continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid.</p> <p>This market highlight is proudly brought to 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>Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach.</p> <p>Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/<br /> Pivot Wealth Website: https://pivotwealth.com.au/</p> <p>This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.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>Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses.</p> <p>Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/<br /> MillerPrince Website: https://millerprince.com.au/</p> <p>This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.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>Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts.</p> <p>This market highlight is proudly brought to 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>Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge".</p> <p>Lisa Greensill XY: https://www1.xyadviser.com/members/4200237<br /> Lisa Greensill Website: https://www.lisagreensill.com/</p> <p>This episode is proudly sponsored by HUB24. 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>In this episode we discuss the market demand and dynamics of ESG Advice.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 we talk about the adviser's approach to discussing ESG investing with their clients.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 we deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing".</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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 final installment we focus in on bonds vs equities, and the different asset classes of ESG investing.</p> <p>To find out more about PIMCO's industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing</p> <p>Nathan Fradley<br /> Principal Financial Planner and Director at Lime Financial Planning<br /> Nathan Fradley XY: https://www1.xyadviser.com/members/2345594<br /> Lime Financial Planning Website: https://www.limefinancialplanning.com.au/<br /> Good for the Bee Podcast: https://www.goodforthebee.com/</p> <p>Karen McLeod<br /> Principal Financial Adviser at Ethical Investment Advisers<br /> Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/<br /> Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/<br /> RIAA Website: https://responsibleinvestment.org/<br /> Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/</p> <p>David Graham<br /> Senior Financial Planner at Story Wealth Management<br /> David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/<br /> Story Wealth Management Website: https://storywealth.com.au/</p> <p>Michelle Brisbane<br /> Managing Director and Adviser at Ethical Investment Services<br /> Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/<br /> Ethical Investment Services Website: https://ethicalinvestments.com.au/</p> <p>Claudia Mah<br /> Investment Research Analyst at Ethical Investment Services<br /> Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/</p> <p>Grover Burthey<br /> Executive Vice President and Head of Portfolio Management at PIMCO<br /> Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/<br /> PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey</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>Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice.</p> <p>Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/<br /> O'Brien Accountants & Advisors Website: https://obbc.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts.</p> <p>This market highlight is proudly brought to 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>Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being.</p> <p>Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/<br /> Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah</p> <p>This episode is proudly sponsored by HUB24. 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>Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices.</p> <p>Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480<br /> EFS Advice Website: https://efsadvice.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech.</p> <p>This market highlight is proudly brought to 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>Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business.</p> <p>Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/<br /> Pension Services Website: https://www.pensionservices.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way.</p> <p>Jordan Vaka XY: https://www1.xyadviser.com/members/2400594<br /> PlanningSolo Website: https://www.planningsolo.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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 RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth.</p> <p>This market highlight is proudly brought to 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>Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term.</p> <p>Natallia Smith XY: https://www1.xyadviser.com/members/2809565<br /> TruWealth Website: https://www.truwealthadvice.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie.<br /> They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience.</p> <p>Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/<br /> Webster's Wealth Partners Website: https://websterswealth.com/</p> <p>This episode is proudly sponsored by HUB24. 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>Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra's acquisition of Digicel and US earnings season.</p> <p>This market highlight is proudly brought to 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>Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world.</p> <p>Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/<br /> Michelle McKindlay LinkedIn: https://www.linkedin.com/in/michelle-mckindlay-61838b60/<br /> Women on Wealth Website: https://www.wowealth.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>In this episode we talk about Tech Stacks - the before, during and after of the client experience, client portals and security.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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 we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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 installment we focus in on content marketing, and how it's become a huge part of the advice tech stack.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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 we're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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 final installment we talk about the evolution of technology and what the future may hold.</p> <p>To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change</p> <p>Patrick Flynn<br /> Founder of Simply Advice Websites and Director of Simply Kaizen<br /> Patrick Flynn XY: https://www1.xyadviser.com/members/2760995<br /> Patrick Flynn Website: https://patrickflynn.info/</p> <p>Hayley Pearse<br /> Adviser and Operations Manager at Caboodle Financial Services<br /> Hayley Pearse XY: https://www1.xyadviser.com/members/2920308<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</p> <p>James Sutherland<br /> AFSL Manager at KDM Financial and Estate Planning<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387<br /> KMD Financial Website: https://kdmfinancial.com.au/</p> <p>Cara Graham<br /> Financial Adviser and Director at The Wealth Designers<br /> Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/</p> <p>Matt Heine<br /> Joint Managing Director at Netwealth<br /> Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/<br /> Netwealth Website: https://www.netwealth.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>Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian Survivor. He talks about his journey from being a machine-fitter at the Royal Australian Mint to entering the advice industry, and how his continual drive for self-improvement got him there.</p> <p>Joey McCann XY: https://www1.xyadviser.com/members/2991264<br /> PADUA Financial Group Website: https://www.paduafinancialgroup.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property.</p> <p>This market highlight is proudly brought to 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>Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth.</p> <p>Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/<br /> Fortnum Private Wealth Website: https://fortnum.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients.</p> <p>Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/<br /> Sufficient Funds Website: https://sufficientfunds.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.</p> <p>This market highlight is proudly brought to 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>Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management.</p> <p>Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/<br /> Peloton Partners Website: https://www.pelotonpartners.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>In this episode we talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 we discuss the concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 we go "under the hood" and discuss integrations.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 we discuss the issue of compliance when dealing with software.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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 final installment we cover the change management process of implementing new technology into an advice practice.</p> <p>This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic</p> <p>Phil Thompson<br /> Financial Adviser at Skye<br /> Phil Thompson XY: https://www1.xyadviser.com/members/2512154<br /> Skye Website: https://www.skye.com.au/</p> <p>Jodie Douglas<br /> Financial Adviser and Co-Founder of Mad About Life<br /> Jodie Douglas XY: https://www1.xyadviser.com/members/2401572<br /> Mad About Life Website: https://www.madaboutlife.com.au/</p> <p>Mitchell Ramsbotham<br /> Group General Manager at Coastal Advice Group<br /> Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Vicky Andrews<br /> Enterprise Agile Coach at Telstra<br /> Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/<br /> Telstra Website: https://www.telstra.com.au/</p> <p>Ivon Gower<br /> Director of Financial Planning Products (AU/NZ) at Morningstar<br /> Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/<br /> Morningstar Website: https://www.morningstar.com.au/Home</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>Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal.</p> <p>Ross Marais XY: https://www1.xyadviser.com/members/2501499<br /> More Time Financial Website: https://www.moretimefinancial.com.au/<br /> Ross Marais Website: https://www.rossmarais.com/<br /> More Than Money Podcast: https://www.rossmarais.com/podcast</p> <p>This episode is proudly sponsored by HUB24. 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>Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions.</p> <p>This market highlight is proudly brought to 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>Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform.</p> <p>Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/<br /> MBS Website: https://marketingbrandingsales.com/<br /> My Money Sorted Website: https://mymoneysorted.com.au/</p> <p>This episode is proudly sponsored by HUB24. 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>Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base.</p> <p>Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/<br /> The Limelight Department: https://www.linkedin.com/company/the-limelight-department/</p> <p>This episode is proudly sponsored by HUB24. 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>Today we cover the shock resignation of NSW's Premier, Global energy shortages, Optus, and the US debt ceiling.</p> <p>This market highlight is proudly brought to 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>