Ensombl Advice Australia

<p>Thabojan is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry by serving his clients with an ethical, fee-based model. This mean no commissions from banks and no conflicts of interest. As a methodology of putting clients at the centre of his advice, Thabojan stems all advice from firstly understanding his client's purpose in life.</p> <p>Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892<br /> Rasiah Private Website: https://www.rasiahprivate.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Freya is a former adviser with a strong technical background who chose to pursue a career path of providing mindset and money advice from tropical locations around the world.</p> <p>Freya Savage Linkedin: https://www.linkedin.com/in/freyapoynton/<br /> Freya Savage Website: https://www.freyasavage.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>As the Director of Human Connections at Perron Financial Group, Kelly Harris implemented a client mentoring program which quickly became a core part of PFG's value proposition. Kelly believes this program is the reason their client base has grown significantly in the last five years, despite having never spent a cent on marketing their services.</p> <p>Kelly Harris XY: https://www1.xyadviser.com/members/2987123<br /> Perron Financial Group Website: https://perronfg.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Antoinette Mullins combines her experience as a trauma counsellor with her knowledge as a financial adviser to create a value proposition centred around empathy and human connection. Her business Beyond Today Financial Planning recently launched in December 2019.</p> <p>Antoinette Mullins XY: https://www1.xyadviser.com/members/2589405<br /> Beyond Today Website: https://www.beyondtodayfp.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Matthew knows how to do remote work. Founder and CEO of Bonjoro - a video communication tool, Matt walks us through how his own remote team across multiple continents handles the day to day, and how video can make a big impression on clients.</p> <p>Matthew Barnet Linkedin: https://www.linkedin.com/in/mbjbarnett/<br /> Bon Joro Website: https://www.bonjoro.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>While an adviser, Sarah Riegelhuth converted her entire advice practice to be fully remote. She became so good at it, she now puts her energy into helping other businesses grow happy, high-performing remote teams.<br /> <br /> Sarah explains the power of remote work and how your team can become even more productive by embracing a remote work culture.</p> <p>Sarah Rielgelhuth Linkedin: https://www.linkedin.com/in/sarahriegelhuth/<br /> Sarah Rielgelhuth Website: https://www.sarahriegelhuth.com/<br /> Sarah's Emergency Remote Work Guide: https://www1.xyadviser.com/posts/work-from-home</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Hari is a very technically driven adviser who has spent his career helping his client's lives, and the financial planning industry as a whole. A long time member of XY, and an expert across a range of financial advice topics.</p> <p>XY: https://www1.xyadviser.com/members/2811744<br /> Victoria Wealth Management Website: http://www.vwm.net.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Brandon is a US based former adviser who played a large role in the early success of United Capital and Financial Life Management. He now spends his time helping advisers provide more valuable advice.</p> <p>XY: https://www1.xyadviser.com/members/2965443<br /> Angie Herbers Website: https://www.angieherbers.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Phil is the GM of Policy and Professionalism at the AFA and spends his days getting the attention of government to provide better outcomes for advisers.</p> <p>Phil Anderson Linkedin: https://www.linkedin.com/in/philpaulanderson/<br /> Association of Financial Advisers Website: https://www.afa.asn.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Shaun has worked as an adviser, a licensee partnership manager, in broader financial services, and now aims to solve the compliance problem of advice with technology.</p> <p>XY: https://www1.xyadviser.com/members/2248345<br /> Advice Revolution Website: https://www.advicerevolution.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>The son of a financial adviser - Dean became an adviser himself before turning his attention to purchasing existing financial planning businesses.</p> <p>XY/Linkedin: https://www1.xyadviser.com/members/3043757<br /> Broadleaf Financial Group Website: https://broadleafgroup.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Former government adviser, AFR contributor and Co-chief Investment Officer at Coolabah Capital Investments talks LIC commissions and the effect on financial advisers.</p> <p>Linkedin: https://www.linkedin.com/in/christopher-joye-06333143/<br /> Website: https://coolabahcapital.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Former adviser and #podgod host of the Goals Based Advice podcast, Fraser comes on to discuss how advisers can start their own podcast.</p> <p>XY: https://www1.xyadviser.com/members/2401465<br /> Website: https://www.adviceintelligence.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>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.</p> <p>ETF Watch Website: https://www.etfwatch.com.au/<br /> XY: https://www1.xyadviser.com/members/2432526</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>James chats about the pressures coming out of the most recent changes in financial advice, and how being open and honest about the challenges being faced can help advisers focus on collaboration.</p> <p>Think Caddie Website: https://thinkcaddie.com/<br /> James Sutherland XY: https://www1.xyadviser.com/members/2486387</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Dylan has come up through the ranks from paraplanner, through to adviser, and finally buying out his former boss in a move for succession. He talks about that transition, and how he is dealing with the current round of industry changes.</p> <p>Feel So Good Wealth Management Website: https://www.fsgwm.com.au/</p> <div>Dylan Martin XY: <a href= "https://www1.xyadviser.com/members/2210468" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www1.xyadviser.com/members/2210468&source=gmail&ust=1580959357712000&usg=AFQjCNFzyBQBbZl1-Qer4GFzdHVqBnCIQA"> https://www1.xyadviser.<wbr />com/members/2210468</a></div> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the new regulations.</p> <p>Neilson Wealth Website: https://www.neilsonwealth.com.au/<br /> Ben Neilson Linkedin: https://www.linkedin.com/in/ben-neilson-54883055/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice.</p> <p>Innovating Advice Website: https://innovatingadvice.com/<br /> Kate Holmes Linkedin: https://www.linkedin.com/in/kateaholmes/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Roger is one of the most skilled technical compliance officers in financial advice. We dive deep into everything duties and responsibilities, from it's earliest history to current day requirements.</p> <p>Blue Path Website: https://bluepath.com.au/<br /> Roger Patterson Linkedin: https://www.linkedin.com/in/roger-patterson-baab/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic.</p> <p>Adviser Logic Website: https://www.adviserlogic.com.au/<br /> Daniel Gara Linkedin: https://www.linkedin.com/in/danielgara/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>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.</p> <p>What If Advice Website: https://whatifadvice.com.au/<br /> Conaill Keniry Linkedin: https://www.linkedin.com/in/conaill-keniry-b8022a14/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>In the age of Netflix, Prashant has built a company to solve a specific problem, in a unique way. One of the best examples of low cost and scalable financial advice model.</p> <p>Finnacle Website: https://www.finnacle.com.au<br /> Prashant Nagarajan Linkedin: https://www.linkedin.com/in/prashant-nagarajan/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p><span class="il">Matthew</span> Wood is a WA based Adviser who has had the benefit of going overseas to learn from the bright boffins all the way over in Cambridge college! <span class= "il">Matthew</span> was also one of the first to knock over the FASEA exam and we get into the detail on the pod.</p> <p>Insight Perth Website: https://insightperth.com/<br /> Matthew Wood Linkedin: https://www.linkedin.com/in/mattwood6/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy & Advice Consulting. Has worked across many aspects in finance over the last decade specialising in ASIC notices, incidents and complaints.</p> <p>Tangelo Consulting Website: https://www.tangeloconsulting.com.au/<br /> Conrad Travers Linkedin: https://www.linkedin.com/in/conradtravers/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>In this episode, Emily Blanch chats with Megan Hodge from Your Wealthy Life. Megan's advice business recently ticked over 12 months and it's been awesome to watch her journey through the XY Community as she took the leap into self-employed life. Megan discusses breaking the mould of traditional advice, her journey so far as a self-employed adviser and how resilience has helped her overcome challenges.</p> <p>Your Wealthy Life Website: http://www.yourwealthylife.com.au/<br /> Megan Hodge Linkedin: https://www.linkedin.com/in/meganhodgefp/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father.</p> <p>Plan 4 Financial Group Website: https://www.hillross.com.au/plan-4-financial-group/<br /> Jade Eley Linkedin: https://www.linkedin.com/in/jadeeley/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Today, Clayton sits down with Pascale Helyar-Moray. From JP Morgan to launching a jewelry business, heading up a super fund to finally landing on a unique proposition to help people grow their super, Pascale has had a very interesting career. From an adviser's perspective, her solution is an easy additional piece of value add you can provide your clients.</p> <p>Super Rewards Website: www.super-rewards.com<br /> Pascale Helyar-Moray Linkedin: https://www.linkedin.com/in/pascale-helyar-moray/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Welcome back to the XY Adviser Podcast! This time, Clayton is joined by William Johns - financial planner, social entrepreneur and human rights advocate.</p> <p>Health Finance and Claim Right Website: https://healthfinance.com.au/ & http://www.claimright.com.au<br /> William Johns Linkedin: https://www.linkedin.com/in/williamjohns1/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Sam Henderson was front and centre at the Royal Commission in to banking misconduct. His name and face filled the front pages of newspapers. Sam discusses the facts of his case, how he could've done things better, and why financial advisers should remain positive about their industry. We also chat about the effects all the changes are having on mental health across the industry, and how Sam dealt with the fallout of the Royal Commission personally.</p> <p>Sam Henderson Website: https://samhendo.com<br /> Sam Henderson Linkedin: https://www.linkedin.com/in/sam-henderson-5897a024/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he handles the complexities of high net wealth clients. We cover a broad range of topics, and provide insights on how to enter in to this type of advice.</p> <p>Stewart Partners Website: https://www.stewartpartners.com.au/<br /> Brendon Vade Linkedin: https://www.linkedin.com/in/brendonvade/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA.</p> <p>True Direction Website: https://www.truedirection.com.au/<br /> Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020.</p> <p>FASEA Website: https://www.fasea.gov.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible.</p> <p>Certainty Advice Group Website: https://certaintyadvicegroup.com/<br /> Jim Stackpool Linkedin: https://www.linkedin.com/in/jimstackpool/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>On today's episode, Clayton talks to Chris Carlin - 2019 AFA Rising Star Award Winner, founder of Master Your Money Now, Financial Planner and Mortgage Broker.</p> <p>Master Your Money Now Website: https://masteryourmoneynow.com.au/<br /> Chris Carlin Linkedin: https://www.linkedin.com/in/chriscarlin1/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who specialises in developing policy, process and technology solutions that empower advisers to do more.</p> <p>Patrick Flynn Website: https://patrickflynn.info/<br /> Patrick Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Today, Clayton talks with Andrew Inwood - the founder and CEO of the Coredata Group with global operations. He focuses on the area of Behavioural Economics, with a particular interest in the process of trust transfer between individuals and corporations.</p> <p> </p> <p>Episode Resources:</p> <p>Core Data Website: https://www.coredata.com.au/<br /> Andrew Inwood Linkedin: <a href= "https://www.linkedin.com/in/andrew-inwood-0207178/">https://www.linkedin.com/in/andrew-inwood-0207178/</a></p> <p> </p> <p>General Disclaimer – <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p> </p> <p>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.</p> <p> </p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: <a href= "https://www.xyadviser.com/">https://www.xyadviser.com/</a></p> <p> </p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments.</p> <p>Episode Resources:</p> <p>Goodments Website: https://goodments.com/<br /> Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice.</p> <p>Episode Resources:</p> <p>Responsible Investment Website: https://responsibleinvestment.org/<br /> Simon O'Connor Linkedin: https://www.linkedin.com/in/simonoconnor/<br /> Additional resources: https://responsibleinvestment.org/financial-adviser-guide/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.</p> <p>New XY platform now available:<br /> App Store https://apps.apple.com/au/app/xy-adviser/id1480066542<br /> Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU<br /> Desktop https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment.</p> <p> </p> <p>Episode Resources:<br /> Sustainalytics Website: https://www.sustainalytics.com/<br /> Marco Sepulveda Linkedin: https://www.linkedin.com/in/marcosepulveda/<br /> Marco Sepulveda Email: [email protected]</p> <p> </p> <p>Responsible Investment Association Australasia (RIAA): https://responsibleinvestment.org/<br /> Responsible Returns Web Tool: https://www.responsiblereturns.com.au/<br /> Morningstar Behavioral Insights: https://www.morningstar.com/company/behavioralinsights<br /> UN Principles for Responsible Investment: https://www.unpri.org/</p> <p> </p> <p>General Disclaimer – <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p> </p> <p>This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.</p> <p>New XY platform now available:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world.</p> <p>Episode Resources:</p> <p>Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au<br /> Hope Evans Linkedin: https://www.linkedin.com/in/hope-evans-07a69539/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.</p> <p>New XY platform now available:<br /> App Store https://apps.apple.com/au/app/xy-adviser/id1480066542<br /> Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU<br /> Desktop <a href= "https://www.xyadviser.com/">https://www.xyadviser.com/</a></p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about the benefits of ESG investing.</p> <p>Episode Resources:</p> <p>Morphic Asset Website: www.morphicasset.com<br /> James Tayler Linkedin: https://www.linkedin.com/in/james-william-tayler-547739a/<br /> Additional resources: https://www.responsiblereturns.com.au/ & http://www.ethicaladviserscoop.org/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.</p> <p>New XY platform now available:<br /> App Store https://apps.apple.com/au/app/xy-adviser/id1480066542<br /> Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU<br /> Desktop https://www.xyadviser.com/</p> <p>Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/<br /> 20% off for XY+ members https://www.xyadviser.com/plus</p>

<p>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.</p> <p>Episode Resources:</p> <p>Website Adele Martin - https://www.adelemartin.com</p> <p>LinkedIn - https://www.linkedin.com/in/adelemartin/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p> <div>New XY platform now available:</div> <div>App Store <a href= "https://apps.apple.com/au/app/xy-adviser/id1480066542" target= "_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://apps.apple.com/au/app/xy-adviser/id1480066542&source=gmail&ust=1571965622234000&usg=AFQjCNFgB4XuxPiGtRe9m84dNjAW-jkQjg">https://apps.apple.com/<wbr />au/app/xy-adviser/id1480066542</a><wbr /> </div> <div>Google Play <a href= "https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://play.google.com/store/apps/details?id%3Dcom.mightybell.xyadviser%26hl%3Den_AU&source=gmail&ust=1571965622234000&usg=AFQjCNGuyAHkG6kaUbB7MBhYcMKmDymRqw">https://play.google.com/<wbr />store/apps/details?id=com.<wbr />mightybell.xyadviser&hl=en_AU</a></div> <div>Desktop <a href="https://www.xyadviser.com/" target= "_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.xyadviser.com/&source=gmail&ust=1571965622234000&usg=AFQjCNGabGe6Zk3Um46S9i7Jzgbup84_sg">https://www.xyadviser.com/</a></div> <div> </div> <div>Get CPD points for the XY Podcast here at Caddie <a href= "https://thinkcaddie.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://thinkcaddie.com/&source=gmail&ust=1571965622234000&usg=AFQjCNGL4S5vxwMi34LjuOWVhifyGi7HaQ">https://thinkcaddie.<wbr />com/</a> (20% off for XY+ members <a href="https://www.xyadviser.com/plus" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.xyadviser.com/plus&source=gmail&ust=1571965622234000&usg=AFQjCNFAWzO0agqRHKMo5dxojJ0CEvZ01w">https://www.xyadviser.<wbr />com/plus</a></div>

<p>In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients. </p> <p>Episode Resources: </p> <p>Wealthful Website - <a href="https://www.wealthful.com.au/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.wealthful.com.au/&source=gmail&ust=1571281061934000&usg=AFQjCNEbJK8eM0sC5WRu2foOvUf57DK8dg">https://www.wealthful.com.au/</a></p> <p>Chris Bates LinkedIn - <a href= "https://www.linkedin.com/in/christopherbates/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/christopherbates/&source=gmail&ust=1571281061934000&usg=AFQjCNFpBK_8FK-_bBhu8cabUgO9MvLDfg">https://www.linkedin.com/in/<wbr />christopherbates/</a></p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>

<p>In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the Investment Director at Kelly+Partners Private Wealth – to talk about doing partnerships with the more traditional partners in financial advice.</p> <p>Episode Resources:</p> <p>Kelly+Partners Private Wealth Website - https://kellypartners.com.au/<br /> Shane Hay LinkedIn - https://www.linkedin.com/in/shane-hay-6a884250/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>

<div>If there was a person at the pointy end of what the Royal Commission has done to advisers, then Neil Macdonald the CEO of the AMP Financial Planning Association is that person. In today's episode, Clayton talks to Neil about how AMP arrived at their decision to cut the valuations of businesses across the AMP license, and about how the AMPFPA is now organising the class action suit to fight this decision in court. An important one for all financial services participants to listen to as we learn what advisers are doing to push back.<br /> <br /> Episode resources:</div> <div>Neil Macdonald's Linkedin: <a href= "https://www.linkedin.com/in/neilgmacdonald/" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/neilgmacdonald/&source=gmail&ust=1570143501236000&usg=AFQjCNGDWf6kDZMUl3ABCacodfBv_QZYQw">https://www.linkedin.com/in/<wbr />neilgmacdonald/</a><br /> AMPFPA website: <a href="https://ampfpacommunity.force.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://ampfpacommunity.force.com/&source=gmail&ust=1570143501236000&usg=AFQjCNFRUhEDqzHJtjMXOjBlusFfKQVVNw">https://ampfpacommunity.force.<wbr />com/</a><br /> General Disclaimer – <a href= "https://www.xyadviser.com/disclaimer/" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.xyadviser.com/disclaimer/&source=gmail&ust=1570143501236000&usg=AFQjCNG8mv-iuh_w5lAOCQ7fQh0w5Rpjhg">https://www.xyadviser.com/<wbr />disclaimer/</a><br /> <br /></div> <div>This podcast is brought to you by FE Analytics (<a href= "https://www.financialexpress.net/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.financialexpress.net/&source=gmail&ust=1570143501236000&usg=AFQjCNHreYVbPPgqSO_NVT5WgCVLZP36wA">https://www.financialexpress.<wbr />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.<br /> <br /> We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</div>

<p>Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser.</p> <p>On today's episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful content for them, creating services that offer autonomy for your clients, and determining which are ego-feeding projects and which ones are worthwhile.</p> <p>Episode Resources:<br /> Melissa Browne LinkedIn: https://www.linkedin.com/in/melissa-browne-5262b020/<br /> Melissa Browne website: https://www.melissabrowne.com.au/<br /> A&TA website: https://www.byata.com.au/<br /> The Money Barre website: https://www.themoneybarre.com.au/<br /> (43:10) Fathom website - <a href= "https://www.fathomhq.com/">https://www.fathomhq.com/</a></p> <p> </p> <p>General Disclaimer – <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p> </p> <p>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.</p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>

<p>On today's episode, we're starting the conversation on how to nail the profit phase of an awesome advice business. We've brought in the unapologetic financial-advisor-turned-podcast-master Glen James to share his story on how he stumbled upon the podcast industry, strategies for growing a successful podcast/business, commitments to your goals, and positioning your business for profit while providing great value to your target market.</p> <p>Episode resources:<br /> Glen James LinkedIn: https://www.linkedin.com/in/glenjames/<br /> Sort Your Money Out website: https://www.sortyourmoneyout.com<br /> Online course: https://www.sortyourmoneyout.com/online-course</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>

<p>Today, we've got Clayton with business-coach-turned-businessman, David Carney--- CEO of Virtual Business Partners, a back-office solutions company for financial planning firms in Australia.</p> <p> </p> <p>Listen on as David defines success, demystifies the pros and cons of outsourcing, how to create and maintain an effective, thriving culture-based business, keeping up with compliance and more!</p> <p> </p> <p>Episode resources:</p> <p>David Carney LinkedIn - <a href= "https://www.linkedin.com/in/davidcarneyvbp/">https://www.linkedin.com/in/davidcarneyvbp/</a></p> <p>Virtual Business Partners website: <a href= "https://virtualbusinesspartners.com.au/">https://virtualbusinesspartners.com.au/</a></p> <p>(49:30) Careers and Culture Page: <a href= "https://careers.virtualbusinesspartners.com.au/">https://careers.virtualbusinesspartners.com.au/</a></p> <p> </p> <p>General Disclaimer – <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p> </p> <p>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.</p> <p> </p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>

<p>"Your team should be better than you" is just one of the wise words from the legendary Centaur--- Hugh Robertson, managing director of Centaur Financial Services. Listen in for his note-worthy advice on increasing work-efficiency, capturing data on the first meeting, looking not only for the right client but the right talent as well and other golden nuggets.</p> <p>Episode resources:<br /> Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp<br /> Hugh Robertson website: http://www.hughrobertson.com.au/<br /> Centaur Financial Services website: https://centaurfinancial.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>

<p>In today's episode, Ben is with Dean Holmes - co-founder and director of Absolute Wealth Advisors AKA the "Efficiency Guru".</p> <p>Listen in as they talk about acquiring the ideal clients, buying and selling businesses, setting priorities and outsourcing to increase efficiency and ultimately scale your business.</p> <p>Episode resources:<br /> Dean Holmes LinkedIn - https://www.linkedin.com/in/mrdeanholmes<br /> Absolute Wealth Advisors website - http://www.absolutewealthadvisors.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>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.</p> <p>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>