Ensombl Advice Australia

<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>

<p>Daniel Brown is the CEO of Newcastle Financial Planning Group who has increased his inbound requests for new client meetings by 400% in the last 12 months alone. How did he do it?</p> <p>Listen on as Daniel explains the importance of marketing and its positive impact on your business if done right, his five-step meeting process and how he is helping his team members find their niche to help the business.</p> <p> </p> <p>Episode resources:<br /> Daniel Brown LinkedIn - <a href= "https://www.linkedin.com/in/daniel-brown-fe/">https://www.linkedin.com/in/daniel-brown-fe/</a></p> <p>Newcastle Financial Planning Group website: <a href= "https://www.newcastlefinancialgroup.com.au/">https://www.newcastlefinancialgroup.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>We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.</p>

<p>It's time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business.</p> <p>Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his team achieve excellent results.</p> <p>Episode resources:<br /> Corey Wastle LinkedIn - https://www.linkedin.com/in/coreywastle/<br /> Verse website: https://www.versewealth.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>On this episode, Ben Nash sits down with Mark Nagle - the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.</p> <p> </p> <p>Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client experience more enjoyable while reducing friction.</p> <p> </p> <p>Episode resources:</p> <p>Mark Nagle's LinkedIn - <a href= "https://www.linkedin.com/in/mark-nagle/">https://www.linkedin.com/in/mark-nagle/</a></p> <p>Treysta Wealth - <a href= "https://www.treystawealth.com.au/">https://www.treystawealth.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 <a href= "https://www.financialexpress.net/">FE Analytics</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.</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>On today's episode, Ben chats to Brett Evans - expert Adviser to Aussie Expats - all the way from Dubai (AKA the Sandpit) on building his company Atlas Wealth Management and how he's streamlining his processes and efficiencies to scale up and service the increasing demand for expat advice.</p> <p>Episode resources:</p> <p>Brett Evans' LinkedIn - <a href= "https://www.linkedin.com/in/brettaevans22/">https://www.linkedin.com/in/brettaevans22/</a></p> <p>Atlas Wealth Management website - https://atlaswealth.com/</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's episode is the last in the PLAN part of this series, with Ben chatting to Vince Scully - founder and chief Sherpa of Life Sherpa - who's been in and around the industry for over three decades. Vince explains what went into the planning phase of his company and how he grew it to the success it is now.</p> <p>Episode resources:<br /> Vince Scully LinkedIn - https://www.linkedin.com/in/vincescully/<br /> Life Sherpa website - https://lifesherpa.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>

<p>We're interrupting our Plan, Product, Profit series to bring you a special one off episode which is less about how to become an awesome adviser and more about - potentially - one of the biggest stories in Financial Advice right now. We're talking about Terry McMaster and the collapse of Dover.</p> <p>Here's just some of the questions Clayton has for Terry:</p> <p>7:10 - Why are you so controversial, even as an individual, in Financial Services?</p> <p>11:32 - Why do you think Dover was high on ASIC's radar?</p> <p>22:20 - What led to you being called to the stand at the Royal Commission?</p> <p>38:00 - Why did Dover pick up the tagline 'the licensee of last resort' and what is your response to this?</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>

<p>On today's episode, Ben chats with Rachel O'Connor – Adviser and mum to two young boys who started her own advice business Flourix Wealth just three months ago. So how does Rachel juggle two toddlers and a brand-new business and what were the non-negotiables she decided on before taking the leap into self-employed life?</p> <p>Episode Resources:</p> <p>Rachel O'Connor LinkedIn - https://www.linkedin.com/in/rachel-o-connor-65b6a595/<br /> Flourix Website - https://flourix.com.au/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>

<p>On today's episode, we're continuing the conversation on how to nail the planning phase of an awesome advice business. We've brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following:</p> <p>-What do you charge for your initial meeting?</p> <p>-What does your ideal client look like?</p> <p>-How you transitioned from the corporate world into being a self-employed adviser</p> <p>-How did you approach the planning phase of your business?</p> <p>-plus plenty more…</p> <p>Episode Resources:</p> <p>James Millard LinkedIn - https://www.linkedin.com/in/jamesmillard1/<br /> Sufficient Fundz Blog - http://www.sufficientfundz.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>

<p>What makes a great financial advice offering and how do you build a thriving business? We've distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P's: Plan, Product, Profit.</p> <p>In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business.</p> <p>Episode Resources:</p> <p>Peak Wealth Management - https://www.peakwm.com.au/<br /> Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>

<p>The team at XY have spent a lot of time thinking about what makes a great financial advice offering and business. We distilled it down to the three key elements you need to get right to have any level of success. We call it the three P's: Plan, Product, Profit.</p> <p>For the next 15 episodes, Ben Nash of XY is taking over. He's been spending time with a bunch of advisers who are happy to share their journey of building an awesome advice business.</p> <p>We're kicking things off with the one and only Fox & Hare Financial, a modern advice business and proposition built from scratch by Glen Hare and Jess Brady.</p> <p>Take it away Ben…</p> <p>Episode Resources:</p> <p>Fox & Hare Website - https://foxandharewealth.com/<br /> Fox & Hare Facebook Page - https://www.facebook.com/foxandharefinancialadvice/<br /> Glen Hare LinkedIn - https://www.linkedin.com/in/glen-hareadviser/<br /> Jess Brady LinkedIn - https://www.linkedin.com/in/jessica-brady-21165812/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>

<p>In today's episode, Adrian from XY sits down with the bright and bubbly Jenny Pearse (@jennypearse1) – marketing extraordinaire helping Financial Advisers build raving fans, who then become their business ambassadors.</p> <p>Jenny says Advisers need to stop getting distracted by the latest, but not-always-greatest marketing tool and instead focus on understanding their clients better than anyone else, so they can effectively communicate with them through the right marketing channels.</p> <p>Episode highlights:</p> <p>3:15 – The risk of getting distracted by shiny marketing</p> <p>5:37 – Why would your niche only want to work with you?</p> <p>19:10 – The challenges you're seeing in how Advisers communicate with the public</p> <p>22:45 – Why the reward of changing lives trumps the barrier to entry as an Adviser</p> <p>29:25 – Do you have a mentor? The power of mentors and tribes (just like XY)</p> <p>Show Notes:<br /> Jenny Pearse LinkedIn - https://www.linkedin.com/in/jennypearse/<br /> Jenesis - http://www.jenesis.net.au/<br /> Jenny Pearse Twitter - @jennypearse1<br /> General Disclaimer - https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>

<p>Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients?</p> <p>Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire.</p> <p>She's so passionate about helping Advisers use Estate Planning to entrench themselves as their client's trusted advisor and grow their businesses, she's created an entire blueprint course called 'The Art of Estate Planning' on the XY online training platform (https://co.xyadviser.com/taralucke).</p> <p>Episode highlights:</p> <p>7:00 – Is Estate Planning for lawyers, Advisors or both?</p> <p>12:50 – Why aren't Advisers getting involved in the EP process?</p> <p>14:27 – Becoming your client's trusted advisor</p> <p>21:20 – The four fundamentals of Estate Planning</p> <p>26:07 – How to subtlety position Estate Planning in client conversations</p> <p>32:28 – Let's talk Testamentary Trusts!</p> <p>Show Notes:<br /> Tara Lucke LinkedIn - https://www.linkedin.com/in/taralucke/<br /> Tara Lucke website - https://www.taralucke.com.au<br /> The Art of Estate Planning Community - https://www.facebook.com/groups/artofestateplanning/<br /> General Disclaimer - https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.</p> <p>We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.</p>