Ensombl Advice Australia

<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>

<p>What if we told you Cara Brett, the Director and Adviser of Bounce Financial, attracted 30 new social media followers, received 10 enquiries and turned 6 of those enquiries into new clients, and all from one Instagram post? Does this motivate you to re-think your social media strategy?</p> <p>Cara insists she's no social media guru or influencer, but she is consistent and authentic. She uses her social platforms to build trust with her audience long before ever having any initial conversation with them.</p> <p>This is an awesome episode, with Cara sharing what she's been doing in the client acquisition space, how she's using Instagram like a blog and why she's feeling optimistic about the future of Advice.</p> <p>Episode highlights:</p> <p>3:15 – What's it like running a business with your husband?</p> <p>11:30 – Where are your new clients coming from?</p> <p>13:09 – How are you using Instagram?</p> <p>18:20 – How are you using Facebook? Who are you attracting with this medium?</p> <p>22:30 – Why you need to be consistent on social media</p> <p>32:30 – How do you feel about where Advice is headed?</p> <p>Show Notes:</p> <p>Cara Brett LinkedIn -https://www.linkedin.com/in/cara-brett-2a406229/</p> <p>Bounce Financial website - https://www.bouncefinancial.com.au/</p> <p>Bounce Financial Instagram - https://www.instagram.com/bouncefinancial</p> <p>Bounce Financial Facebook - https://www.facebook.com/BounceFinancial/</p> <p>General Disclaimer - <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></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>It's one thing to recognise Financial Abuse, it's another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you're self-licensed, do you have a strategic plan to support your Advisers and clients?</p> <p>Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.</p> <p><br /> She's so versed in the uncomfortable topic of Financial Abuse, she's putting together a course together for the XY online training platform.</p> <p>Episode highlights:</p> <p>2:45 – How you came to become so involved in financial abuse</p> <p>5:14 – Signs of financial abuse</p> <p>15:10 – What can Advisers do when they recognise financial abuse?</p> <p>17:58 – Amanda's course for the XY training platform</p> <p>21:30 - When to refer to an Aged Care specialist and why</p> <p>Show Notes:</p> <p>Amanda Cassar LinkedIn - <a href= "https://www.linkedin.com/in/amandacassar/">https://www.linkedin.com/in/amandacassar/</a></p> <p>Amanda Cassar Website - https://amandacassar.com.au/</p> <p>Wealth Planning Partners - <a href= "https://www.wealthplanningpartners.com.au/">https://www.wealthplanningpartners.com.au/</a></p> <p>General Disclaimer - <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p>This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.</p> <p>We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.</p> <p>Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world's #1 CRM, reimagined for wealth management.</p> <p>We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.</p>

<p>The #1 thing we've noticed Advisers in the XY Community love more than anything, is hearing what other Advisers are up to in their business. If you:</p> <p>-Have recently gone out on your own as a Financial Advisor<br /> -Are contemplating taking the leap of faith into self-employed life<br /> -Want to hear what other Advisers are doing in their business and career…</p> <p>…you'll love this conversation with Grant Millar from Inspired Financial Planners. Grant joined the XY Community around the time he decided to set up his own advice business.</p> <p>He leans on the XY Community for support when he has a question and continually provides a tonne of value to others.</p> <p>Episode highlights:</p> <p>2:05 – How you started your business from scratch</p> <p>5:00 –The power of the XY Adviser Community</p> <p>11:25 – Overcoming the 'sales' stigma as an Advisor</p> <p>16:20 – Giving clients a new-found confidence with a cash flow offering</p> <p>25:40 – What would you do different if you started again?</p> <p>30:45 – How you found your niche</p> <p>43:00 – XY Adviser advocating for tax deductible advice</p> <p>Show Notes: </p> <p>Inspired Financial Planners - https://www.inspiredfinancialplanners.com.au/</p> <p>Grant Millar LinkedIn - <a href= "https://www.linkedin.com/in/grant-millar/">https://www.linkedin.com/in/grant-millar/</a></p> <p><br /> The XY FB Group - <a href= "https://www.facebook.com/groups/XYAdviser">https://www.facebook.com/groups/XYAdviser</a></p> <p><br /> General Disclaimer - <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p><br /> This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.</p> <p><br /> We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.</p> <p><br /> Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world's #1 CRM, reimagined for wealth management.</p> <p><br /> We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.</p>

<p>A question we've been asking often is how do we make Financial Advice irresistible? We know the value that comes from having a great Adviser in your corner – so how are we articulating this as an industry to everyday Australians?</p> <p>Vanessa Stoykov from Evolution Media is doing just this by blending her love for storytelling with a desire to educate people on the power of sound Financial Advice, and it's making an impact.</p> <p>Her debut novel 'The Breakfast Club for 40-somethings' and latest TV series 'The Secrets of the Money Masters' are just two items in her toolbox of strategies designed to highlight how important Financial Advice is and ultimately encourage more people to engage a great adviser.</p> <p>Episode highlights:</p> <p>6:35 – Believing in the power of Advice</p> <p>6:50 –The Secrets of the Money Masters</p> <p>15:40 – Is the face-to-face business model dead?</p> <p>17:50 – Unintended consequences of the Royal Commission</p> <p>28:05 – Financial coaches and charging retainers</p> <p>Show Notes:</p> <p>Vanessa Stoykov - <a href= "https://vanessastoykov.com">https://vanessastoykov.com</a></p> <p>Vanessa Stoykov LinkedIn - <a href= "https://www.linkedin.com/in/vanessa-stoykov-a9b1741/">https://www.linkedin.com/in/vanessa-stoykov-a9b1741/</a></p> <p>The Breakfast Club for 40-Somethings - <a href= "https://vanessastoykov.com/book/">https://vanessastoykov.com/book/</a></p> <p>Evolution Media - <a href= "https://www.evolutionmediagroup.com.au/">https://www.evolutionmediagroup.com.au/</a></p> <p>General Disclaimer - <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p>This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.</p> <p>We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.</p> <p>Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world's #1 CRM, reimagined for wealth management.</p> <p>We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.</p>

<p>Modern Advisers don't use videos to sell their services, they use videos to highlight the feeling and emotion their services evoke. They use videos to build trust, and it's working.</p> <p>Nick Lennox is the creative brain behind Udeo video and media. He works closely with Advisers helping them generate high quality content, convey their message and showcase their unique point of difference.</p> <p>Episode highlights:</p> <p>10:05 – Why being in front of the camera can help you understand your why</p> <p>12:55 – The power of client testimonial videos</p> <p>15:45 – The most effective Adviser videos you've seen</p> <p>25:10 – How to get comfortable in front of the camera</p> <p>27:13 – How to repurpose and leverage client testimonial videos</p> <p>31:00 – The mere exposure effect to build trust and credibility before a first meeting</p> <p>Show Notes:</p> <p>Nick Lennox LinkedIn - <a href= "https://www.linkedin.com/in/nickjlennox/">https://www.linkedin.com/in/nickjlennox/</a></p> <p>Udeo Video & Media - <a href= "https://www.udeo.com.au/">https://www.udeo.com.au/</a></p> <p>General Disclaimer - <a href= "https://www.xyadviser.com/disclaimer/?fbclid=IwAR3umtxKz8qnAleMuhKMYPA_m4FQgR01BbnFSwnvjTDeNhbGvyQZFMf8pEk" target="_blank" rel="noopener nofollow" data-ft= "{"tn":"-U"}" data-lynx-mode="asynclazy" data-lynx-uri= "https://l.facebook.com/l.php?u=https%3A%2F%2Fwww.xyadviser.com%2Fdisclaimer%2F%3Ffbclid%3DIwAR3umtxKz8qnAleMuhKMYPA_m4FQgR01BbnFSwnvjTDeNhbGvyQZFMf8pEk&h=AT2IcPBlFWG0FhKGpAlRNMAqEuz6aCTi6610lvSY542DnfGv-6WlsteO7y25zf0eMtw-AO37zLX9BprfkVF_GbIHjRUQfunnED--vzKzGwmPN01lTOkorGyvhE6b5pmh7mV5Tq2ZWWxZpHM6XzibEXJAuHR5eZhm">https://www.xyadviser.com/disclaimer/</a></p> <p>This podcast is brought to you by <a class="profileLink" href= "https://www.facebook.com/SalesforceAPAC/?__tn__=%2CdKH-R-R&eid=ARDDV6mSsu7J0n_RSua-y9etAJ_wYLKkny8U_Zt_cFD0aPDuOEroh5TchOzT4N4Yq4KfE7rkNrpbqfVM&fref=mentions&hc_location=group" data-hovercard= "/ajax/hovercard/page.php?id=127948260728110&extragetparams=%7B%22__tn__%22%3A%22%2CdKH-R-R%22%2C%22eid%22%3A%22ARDDV6mSsu7J0n_RSua-y9etAJ_wYLKkny8U_Zt_cFD0aPDuOEroh5TchOzT4N4Yq4KfE7rkNrpbqfVM%22%2C%22fref%22%3A%22mentions%22%2C%22hc_location%22%3A%22group%22%7D" data-hovercard-prefer-more-content-show= "1">Salesforce</a> (<a href= "https://l.facebook.com/l.php?u=https%3A%2F%2Fbit.ly%2FSalesforce_XY%3Ffbclid%3DIwAR3no16jrbwjTPvKZ5m0zSkXj8gGneSUfskKdxji--zwa_Q2fDuT1jYeS7E&h=AT22SO76d1OXjLUBTXaSpO-W1ZZf0X0a8pjv1pssvConCAqLRxOxPNxzs-__JzXpuVL10EU6hjyG28RC0efH7MIOQGC0x0B-BNdFbSjM8LvtOO5vxInov6DLrBtmxBWKu3wqTxAhGf5TNPPbgRtdtdnwkl6-Xycp" target="_blank" rel="noopener nofollow" data-ft= "{"tn":"-U"}" data-lynx-mode= "asynclazy">https://bit.ly/Salesforce_XY</a>). Blaze new trails to richer client relationships with the world's #1 CRM.</p> <p>We designed Salesforce Financial Services Cloud (<a href= "https://l.facebook.com/l.php?u=https%3A%2F%2Fsforce.co%2F2VHUx2Jto%3Ffbclid%3DIwAR1lJyrEmHzmU25VsiqgDzqte3Vp4cbmHZ9YzGUgPTE8IvoFGbUQ81-42Fs&h=AT2Ifi-yqn-4gmD89VSPQWLLbT0HaTuFF_psOS-wDes5OSWBLsyGCjH0PDRF-1eBJjKEiERj3RxHzUxO5_xIk8d3tBqUYzwviCYWLRoPxOViBB6gmdicuTmTlwZC47Dz1lj4wd0HDrNvXWjWF_egekNEtNqum4eJ" target="_blank" rel="noopener nofollow" data-ft= "{"tn":"-U"}" data-lynx-mode= "asynclazy">https://sforce.co/2VHUx2Jto</a>) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.</p> <p>Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world's #1 CRM, reimagined for wealth management.</p> <p>We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.</p>

<p>Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of your value proposition?</p> <p>What if you had the tools and skillset to help clients overcome a negative relationship with money?</p> <p>Lea Schodel fully transitioned from Financial Adviser to Certified Money Coach in June 2018. She's the yoga teacher, wellness coach and creative entrepreneur blending health and financial wellbeing through her location independent business Mindful Wealth.</p> <p>In this episode, Lea shares her journey and explains how she's using Money Coaching to help people take ownership of their financial decisions.</p> <p>Episode highlights:</p> <p>9:45 – How are you blending yoga and financial coaching?</p> <p>10:40 - Choice architecture and taking ownership of decisions</p> <p>22:00 – Why there's no scope for innovation in the current advice industry</p> <p>27:40 - How can Advisers add money coaching to their offering in an over-complaint industry?</p> <p>32:15 - What does your money coaching process look like?</p> <p>44:30 – Understanding clients with money archetypes</p> <p>Show Notes:</p> <p>Lea Schodel LinkedIn - https://www.linkedin.com/in/leaschodel/</p> <p>Mindful Wealth - <a href= "http://themindfulwealthmovement.com/">http://themindfulwealthmovement.com</a></p> <p>Lea Schodel - <a href= "http://www.leaschodel.com/">http://www.leaschodel.com/</a></p> <p>General Disclaimer - <a href= "https://www.xyadviser.com/disclaimer/"><span style= "font-weight: 400;">https://www.xyadviser.com/disclaimer/</span></a></p> <p>This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.</p> <p>We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.</p> <p>Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world's #1 CRM, reimagined for wealth management.</p> <p>We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.</p>

<p>In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear about the stressful and often volatile journey they undertook to get there.</p> <p>Rohit Bhargava is the voice behind The Startup Playbook Podcast. He's also seen both failure and success in his own business ventures.</p> <p>In this episode, Adrian from XY and Rohit explore the many facets of startup life including tech, relationship building, the power of community and overcoming adversity – all of which can be attributed to life as an Adviser or as an Advice business owner.</p> <p>Episode highlights:</p> <p>8:20 – New ways of engaging your client base and prospects</p> <p>11:40 – Some of the most interesting startup guests you've had on the show</p> <p>19:20 – How adversity in business presents an opportunity</p> <p>24:42 – The power of community when faced with adversity in business</p> <p>27:53 – Relationship building versus transactional conversations</p> <p>Show Notes:</p> <p>Rohit Bhargava - https://www.rohitbhargava.co<br /> The Startup Playbook Podcast - https://www.startupplaybook.co<br /> Playbook Media - https://www.playbookmedia.com.au<br /> Youtube: https://www.youtube.com/channel/UCMaccqk-6dT9pBOKJ05GbYQ<br /> Twitter: @rohitbhargava7<br /> IG: @rohit_bhargava</p> <p>General Disclaimer - https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Salesforce (<a href= "https://bit.ly/Salesforce_XY">https://bit.ly/Salesforce_XY</a>). Blaze new trails to richer client relationships with the world's #1 CRM.</p> <p>We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.</p> <p>Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world's #1 CRM, reimagined for wealth management.</p> <p>We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.</p>

<p>How are Financial Advisors articulating deep client conversations in their advice documents? What if we scoped advice on a client's goals rather than advice related only to product categories?</p> <p>These questions and a whole lot more are thoroughly discussed in this podcast with Fraser Jack, host of the Goals Based Advice Podcast.</p> <p>Fraser explains the interesting power dynamic he believes exists between Advisor and client, and why Advice businesses are ultimately relationship businesses.</p> <p>Episode highlights:</p> <p>12:50 – How can tech help the advisor and consumer relationship?</p> <p>14:49 – Scoped technology helping with Adviser productivity today</p> <p>20:08 –The ability for clients to co-create their advice with the Advisor</p> <p>26:14 – Articulating deep client conversations in an advice document</p> <p>27:41 – Opinions and biases affecting client conversations</p> <p>30:40 – Scoping advice on client goals instead of products</p> <p>Show Notes:</p> <p>Fraser Jack LinkedIn - <a href= "https://www.linkedin.com/in/fraserjack123/">https://www.linkedin.com/in/fraserjack123/</a></p> <p>The Goals Based Advice Podcast - <a href= "http://co.xyadviser.com/goalsbasedpodcast">http://co.xyadviser.com/goalsbasedpodcast</a></p> <p>Advice Intelligence - <a href= "https://www.adviceintelligence.com">https://www.adviceintelligence.com</a></p> <p>This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.</p> <p>They're big time supporters of advisers 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>As Financial Advisors and paraplanners, how can we best capture a client's lifestyle or intangible goals in a compliant SOA?</p> <p>With over 10 years' experience in Financial Services, Hayley Knight is the ideas woman and work life balance advocate behind Contract Paraplanning Services.</p> <p>She's a firm believer in the power of communication and relationship building when it comes to outsourced paraplanning and has plenty of great ideas to share in this chat with Adrian.</p> <p>Episode highlights:</p> <p>2:45 – Articulating clients' intangible goals in a compliant SOA</p> <p>8:00 – Is there any correlation between more compliance and better advice?</p> <p>11:45 – Using tech to evolve the traditional and stagnant SOA</p> <p>27:10 – How Hayley is getting paraplanners more involved with Advisers and the associations</p> <p>32:35 – The advice process which produces the best SOAs</p> <p>Show Notes:</p> <p>Hayley Knight LinkedIn <a href= "https://www.linkedin.com/in/knighthayley/">https://www.linkedin.com/in/knighthayley/</a></p> <p>Contract Paraplanning Services <a href= "https://www.contractpps.com.au/">https://www.contractpps.com.au/</a></p> <p>General Disclaimer - <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p>This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.</p> <p>They're big time supporters of advisers 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>Micro-niching as a Financial Advisor; what is it and will it change Financial Services as we know it?</p> <p>Finn Kelly of Wealth Enhancers and Clayton Daniel of XY Adviser discuss the power of behavioural coaching and why Finn strongly believes 'lifestyle planning' is no longer just optional, but should should be an essential part of an Advisor's value proposition.</p> <p>Wealth Enhancers are hosting their (possibly last) Coaching Academy in a few weeks (6-8 May in Sydney). There's still time to register and learn how to become a great coach for the biggest demographic of people in the world:</p> <p>Info: https://wealthenhancers.com/coaching-academy/<br /> Tix: https://wealthenhancers.typeform.com/to/vJRIDU</p> <p>Episode highlights:</p> <p>5:00 – Behavioural coaching and being a lifestyle planner</p> <p>7:00 – Micro-niching</p> <p>11:30 – What kind of tech are you using now compared to 5 years ago?</p> <p>16:45 – It's less about being an Advisor, and more about being a brand</p> <p>29:00 – How did you upskill in behavioural finance?</p> <p>30:30 – The WECA academy; what is it, how to get tickets.</p> <p>Show Notes:</p> <p>Finn Kelly LinkedIn - https://www.linkedin.com/in/finnkelly1/<br /> Wealth Enhancers - https://wealthenhancers.com/</p> <p>General Disclaimer - https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.</p> <p>They're big time supporters of advisers 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>When asked whether technology will enable or challenge what Advisers do and how they service their clients, Peter Lalor (CEO of Money Brilliant) sums it up brilliantly when he says that tech will no doubt change what Advisers do, but this change will also bring with it fantastic opportunities.</p> <p>So if technology can be an enabler for Advisers, how can we make sure we're utilising a suite of tech products which best compliments our unique value propositions?</p> <p>This episode is for the Adviser who wants to better understand the opportunities tech presents and how it can be used to give a sophisticated and intelligent client experience.</p> <p>Episode highlights:</p> <p>7:40 – How Peter is teaming his professional career in Financial Services with his love for tech</p> <p>16:10 – Open banking: Friend or foe?</p> <p>18:00 – The consumer data right in Australia. What it is, how it affects our clients and the opportunities it presents.</p> <p>28:40 – How Money Brilliant is doing the heavy lifting for Advisers who incorporate cash flow in their value proposition</p> <p>33:15 – The benefit of integrating cash flow platform into CRM to create complete customer experiences</p> <p>40:14 – What can Advisers do to speed up tech integration offered by providers</p> <p>Show Notes:<br /> Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/<br /> MoneyBrilliant https://www.moneybrilliant.com.au/<br /> MoneyBrilliant and Salesforce https://youtu.be/UjeJdbV4goE</p> <p>General Disclaimer - https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by Salesforce (https://sfdc.co/XY). Blaze new trails to richer client relationships with the world's #1 CRM.</p> <p>We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.</p> <p>Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world's #1 CRM, reimagined for wealth management.</p> <p>We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.</p>

<p>There's no denying uncertainty within Financial Services is at an all-time high. However, in light of this, Scott Farmer of Bravium believes this is a golden opportunity for Financial Advisers to re-evaluate their business models, think about how they can add and articulate their value to their clients and continually evolve.</p> <p>He doesn't for one minute think it will be easy, but he's confident it will be worth it if Advisers are to continue making a meaningful difference to clients lives and build profitable businesses.</p> <p>Bravium has been supporting a fee for service model since 2009. Taking a totally holistic approach, Scott and his team will not take on new clients who are only looking for specific transactional advice.</p> <p>This episode is a deep dive into Scott's value proposition and the process he has built to ensure his team are continually going above and beyond for their clients.</p> <p>Episode highlights:</p> <p>4:10 - How industry uncertainty is prompting Advisers to re-evaluate their business models</p> <p>6:15 – How you transitioned to a fee for service model</p> <p>12:00 – What's the first step to letting go of insurance commissions?</p> <p>22:45 - Why Advisers are underestimating the cost of providing advice</p> <p>32:35 – What's your initial engagement steps with clients?</p> <p>38:45 – Why you built your own cashflow fintech solution?</p> <p>Show Notes:</p> <p>Scott Farmer LinkedIn - https://www.linkedin.com/in/scott-farmer-57647825/</p> <p>Bravium - https://www.bravium.com.au/</p> <p>SavvyApp - https://www.savvyapp.com.au</p> <p>XY ON TOUR Event Info & Tickets - https://co.xyadviser.com/xyontour-podcast</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.</p> <p>They're big time supporters of advisers 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>Are you an insurance adviser who will be affected if the removal of insurance commissions goes ahead? If the RC's final report has given your confidence a hit, Dean Mannix (LinkedIn:/deanmannix) of SalesITV (https://www.deanmannix.com) is here to remind you of the valuable work you are doing and why he believes you should absolutely be remunerated accordingly.</p> <p>This episode hits the proverbial 'nail on the head' on many topics, and there are so many incredible nuggets of information shared which relate directly to Advisers and how they can do their best work.</p> <p>Dean Mannix is the undisputed expert when it comes to customer centric sales. He has taught sales in over 28 countries and to some of the smartest people in the world. Dean has also created two courses on the www.xyadviser.com training platform, and both expand on everything he talks about in this episode with Adrian.</p> <p>Episode highlights:</p> <p>5:26 – Why Dean supports insurance advisers being compensated via commissions for the hard work they do</p> <p>9:46 – How can advisers better articulate their value when it comes to insurance?</p> <p>17:36 – Six key reasons why Advisers don't get referrals, and how to avoid them</p> <p>20:41 – Why your clients should be part of your BDM team</p> <p>35:09 – How advisers can set the expectation of their value to the client</p> <p>36:36 - The importance of telling a compelling story to your target demographic</p> <p>40:26 – How to get out of the trap of trying to serve all prospects, and only focus on the ones you can deliver the most value to</p> <p>Show Notes:</p> <p>The SalesROI Methodology Course - http://link.xyadviser.com/deanmannix-salesroi</p> <p>Grow Your Pipeline With Referrals - http://link.xyadviser.com/deanmannix-referrals</p> <p>XY Adviser Online Training Platform - www.xyadviser.com</p> <p>General Disclaimer - www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.<br /> <br /> They're big time supporters of advisers 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>Which areas of the Financial Planning process do you really enjoy? What if you could eliminate the areas of Financial Planning you don't like, and focus on the ones you enjoy most? Well, that's exactly what Amie Baker (LinkedIn: /amie-baker-10975828) of Rekab Advice (https://www.rekabadvice.com.au) did.</p> <p>Amie realised being her client's active investment manager was not how she could provide the most value, so she made a conscious decision to outsource all areas of FP she doesn't enjoy, to focus on what she does best - helping her client's articulate what they want out of life and tailoring a financial plan to help them get there.</p> <p>This is a great episode for anyone who wants an insight into what one successful adviser is doing in her business.</p> <p>Episode highlights:</p> <p>12:30 – How has your life experiences helped you as a Financial Advisor?</p> <p>18:41 – The elements of Financial Planning Amie has outsourced and why</p> <p>22:50 – What did you do to get better at behavioural finance?</p> <p>27:48 – The scarcity mindset with money, and how to help your clients who have this</p> <p>32:25 – Why Advisors need to get creative in changing the perception of advice to the average Australian</p> <p>47:40 – As an Advisor, do you ever feel like there's an end date to working with a client?</p> <p>Show Notes:</p> <p>Dare to Lead book by Brene Brown (amazing idea for Advisors) - http://link.xyadviser.com/brene-brown</p> <p>Tribes book by Seth Godin (great for business and getting your confidence to influence and lead) - http://link.xyadviser.com/seth-godin</p> <p>Nudge book by Cass Sunstein & Richard Thawler - http://link.xyadviser.com/cass-sunstein</p> <p>Misbehaving book by Richard Thawler - http://link.xyadviser.com/richard-thawler</p> <p>Thinking Fast And Slow book by Daniel Kahneman - http://link.xyadviser.com/daniel-kahneman</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by HUB24 (https//www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.<br /> <br /> They're big time supporters of advisers 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>Are you a Financial Advisor who needs to implement a marketing strategy from scratch? Have you dabbled in the marketing game across different social platforms, but not sure if you're seeing results?</p> <p>Do you want to know THE magic formula to creating the ultimate marketing strategy for yourself or your Financial Advice business?</p> <p>Well, we hate to be the bearer of bad news but unfortunately there is no magic formula or cookie cutter approach to nailing the marketing game as an advisor (sorry!). However there ARE several strategies you can use to determine the kind of marketing approach best suited to yourself or your business, and it all starts with delivering a great…. client experience.</p> <p>Michael Back (LinkedIn:/michaeljback) is the business coach, customer experience and marketing expert for Financial Services. His company Human to Human (<a href= "https://www.humantohuman.business">https://www.humantohuman.business</a>) works closely with advice businesses helping them create a win-win-win situation; which includes an aligned team, happy clients and a thriving business.</p> <p>There are so many nuggets of marketing gold shared in this episode, here are just a few highlights:</p> <p>7:05 – The power of podcasting and getting your message in front of the right person at the right time</p> <p>15:40 – Digital marketing vs human marketing. Do marketing cycles exist? Have we come full circle?</p> <p>20:50 - Why business owners are getting distracted by 'shiny marketing objects' and how to avoid the scatter gun approach</p> <p>30:35 - How long should you test a marketing strategy before analysing if there is a valuable ROI?</p> <p>36:40 - What are the biggest problems you're seeing advisors facing in the client experience phase?</p> <p>46:45 – What is the best way for growing businesses to attract new and sticky clients?</p> <p>Show Notes:</p> <p>Human to Human - <a href="https://www.humantohuman.business" target="_blank" rel= "noopener">https://www.humantohuman.business</a></p> <p><a href= "https://www.amazon.com/Screw-Work-Lets-Play-What/dp/0273730932" target="_blank" rel="noopener">Screw Work, Let's Play Book</a> by John Williams - <a href= "http://bit.ly/screwworkletsplay" target="_blank" rel= "noopener">bit.ly/screwworkletsplay</a></p> <p><a href="http://bit.ly/psychologypersuasion" target="_blank" rel="noopener">The Psychology of Persuasion book</a> by Robert B. Cialdini - <a href="http://bit.ly/psychologypersuasion" target="_blank" rel="noopener">bit.ly/psychologypersuasion</a></p> <p>XY Adviser Online Training Platform - <a href= "http://www.xyadviser.com" target="_blank" rel= "noopener">www.xyadviser.com</a></p> <p>General Disclaimer - <a href= "http://www.xyadviser.com/disclaimer/" target="_blank" rel= "noopener">www.xyadviser.com/disclaimer/</a></p> <p>This podcast is brought to you by HUB24 (http://jo.my/hub24<a href="http://jo.my/hub24">)</a>, an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.<br /> <br /> They're big time supporters of advisers 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>It seems most Financial Advisors are no longer of the mindset that Fintech is going to replace them, but rather complement them and their value proposition for clients.</p> <p>So if this is the case, surely the question then has to be - how can Advisors leverage the power of Fintech in a post royal commission world?</p> <p>Chris Ridd (LinkedIn: /chrisridd) has an impressive career history in tech. After working at Microsoft for 15 years, he then took on the role of CEO at Xero and led the growth of the company from a handful of employees to over 300. Now, he is part of the executive team at myprosperity (<a href= "https://www.myprosperity.com.au">https://www.myprosperity.com.au</a>) and believes the key for an advisor to not just exist, but to flourish in a post RC world, is to first help their clients feel like they're in control.</p> <p>In this episode you'll learn:</p> <p>4:22 – The three elements Chris looks for in a sound startup.</p> <p>12:44 – What's the key for an advisor to not just exist, but to flourish in the next 5- 10 years?</p> <p>31:00 – How to be an effective leader and drive a great company culture</p> <p>35:10 – Why leaders DON'T need to know everything, and the importance of authenticity</p> <p>39:17 – What is the best thing advisors can do to grow their business?</p> <p>41:24 – Are advisors using MyProsperity as a lead generation tool? If so, how?</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by HUB24 (<a href= "https://www.HUB24.com.au">https://www.HUB24.com.au</a>), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.<br /> <br /> They're big time supporters of advisers 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>A question the Financial Advice industry has been asking for a long time is - how do we attract the 80% percent of people who do not seek advice?</p> <p>To tackle this problem head on, Paridhi Jain (LinkedIn: /paridhi-jain) instead started asking - how can I educate people on money fundamentals and enable them to progress to a point in their life where they can afford to engage the services of a Financial Advisor? Enter Skilled Smart (<a href= "https://skilledsmart.com.au">https://skilledsmart.com.au</a>).</p> <p>Before Paridhi founded Skilled Smart, she spent a lot of time talking to both potential students and financial advisors to better understand their problems and how she might be able to bridge this gap in money education.</p> <p>Through Skilled Smart, Paridhi has developed a six week program and partners with finance professionals to teach and help adults navigate their way around the 'money game'.</p> <p>In this episode you'll learn:</p> <p>4:30 - What inspired you to start Skilled Smart?</p> <p>14:53 – What are the other options for those who can't afford advice?</p> <p>20:50 – The importance of dialling down financial jargon and taking it back to basics when educating clients</p> <p>24:50 - Two techniques you can use to better understand your clients problems</p> <p>42:28 – What is the most important thing to learn about money?</p> <p>48:40 – Is your program white labelled?</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is brought to you by HUB24 (<a href= "http://www.HUB24.com.au">www.HUB24.com.au</a>), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.<br /> <br /> They're big time supporters of advisers 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>There's a new wave of Financial Advisors emerging. They're courageous, they're status quo disruptors and they want to deliver great advice with purpose.</p> <p>And when it comes to purpose-driven advice, there's arguably no one more determined than Tristan Scifo (LinkedIn:/tristanscifo) - the financial advisor, mentor and coach behind Purpose Advisory (<a href="http://www.purposeadvisory.com.au" target="_blank" rel= "noopener">www.purposeadvisory.com.au</a>).</p> <p><br /> Tristan is a proud optimist and passionate 'equipper of people' who helps clients discover a deeper understanding of themselves, identify their purpose and mould a wealth creation strategy to suit.</p> <p>He was also one of the 400 Dover Financial Advisors who were abruptly left without a license back in July 2018. So how did he bounce back from this challenge, and what has he been up to in his business? You'll learn about this and much more over the next 45 minutes.</p> <p>Episode highlights:</p> <p>3:30 - So Dover collapsed and you lost your new license. What did you do next?</p> <p>12:14 - How are you blending fulfilment retreats with Financial Advice?</p> <p>24:21 - What is the new wave of Financial Advice?</p> <p>28:45 - A real-life example helping clients find their truth and taking action</p> <p>30:18 - The power of asking questions and challenging your clients goals</p> <p>32:40 - The 'Awesome Advisor' concept and what a purpose-driven advice business looks like</p> <p>41:35 - What's the one thing the advice industry should change to become better?</p> <p>XY Adviser Online Training Platform -<br /> <a href="https://www.xyadviser.com" target="_blank" rel= "noopener">https://www.xyadviser.com</a></p> <p>General Disclaimer -<br /> <a href="https://www.xyadviser.com/disclaimer/" target="_blank" rel="noopener">https://www.xyadviser.com/disclaimer/</a></p> <p>This podcast is brought to you by HUB24 (<a href= "http://www.HUB24.com.au" target="_blank" rel= "noopener">www.HUB24.com.au</a>), an ASX listed company with over $10b 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.<br /> <br /> 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>Most Financial Advisors know how to deliver amazing advice to their clients, but have absolutely no idea how to market themselves to new or existing clients.</p> <p>There are however a select handful of Advisors who truly understand the power of content marketing and use this as a tool to engage and educate their client base while maximising every opportunity to attract new and sticky clients. So, which advisor are you? Or a better question might be, which kind advisor do you want to be?</p> <p>David Barbeler (LinkedIn:/davidbarbeler) and Thea Cowie (LinkedIn:/theacowie) are the brains behind 99Content (<a href= "http://www.99content.co">www.99content.co</a>), a white label content subscription service specifically for Financial Advisors and Mortgage Brokers. They're helping Advisors deliver punchy and digestible content direct to their clients, leaving them more time to do what they do best - give great advice.</p> <p>Here's what you'll learn in this episode:</p> <p>8:15 – Why is content creation such a powerful form of marketing?</p> <p>9:00 – How are you nailing the process of getting content in front of advisers' clients?</p> <p>18:14 – Easy things you can do to create content (when you're not a writer)</p> <p>27:40 – How do you go about deciding on the content? What are you seeing trending?<br /> <br /> 30:55 – It's all about the hook! What is it? How do you draw your readers in?</p> <p>46:18 – Your #1 tip for advisors to improve their content or get started</p> <p>Show Notes:</p> <p>99Content Two Month Free Trial for XY Advisers - www.99content.co</p> <p>Trint Online Transcribing - www.trint.com</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country's fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They're committed to providing advisers with a timely service, flexible products and innovative member services.</p> <p>They're long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We're proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.</p>

<p>"Is the licensee creating the right environment for the adviser to do their best work in the best interests of the client?"</p> <p>You'll hear the above quote delivered by this week's guest, Mark Hoven (LinkedIn: /markhoven) - CEO Wealth at Adviser Ratings. You'll also hear why this particular question is part of the reason Adviser Ratings are now looking to roll out a rating system for licensees within the Financial Services industry.</p> <p>Mark's professional career is an impressive (and mixed bag) of engineering, stock broking and corporate finance. Though it's his current role where he really shines, leading a growing and highly responsive startup team.</p> <p>In this episode you'll learn:</p> <p>8:53 – Why you can be truly responsive as a scaling startup.</p> <p>13:18 – How Adviser Ratings are becoming a bridge to the industry between consumers and advisers.</p> <p>19:20 – The limitations advisers face with licensees in delivering their best work to clients.</p> <p>22:09 – Will a lack of uncertainty remain if there is a change of government?</p> <p>26:01 – How we can start servicing groups, who have traditionally not been touched by advice.</p> <p>34:15 – Is technology the answer to all advisers problems?</p> <p>Show Notes:</p> <p>Adviser Ratings Robo Register - https://www.adviserratings.com.au/pdf/RoboRegister_ONLINE.pdf</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country's fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They're committed to providing advisers with a timely service, flexible products and innovative member services.</p> <p>They're long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We're proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.</p>

<p>Sara Lucas (LinkedIn: /saralucas1) is an expert when it comes to UK based pensions. She works exclusively with British clients who have frozen pensions, advising them of their options and what they can do with them here in Australia. With over 30 years' experience in global Financial Services, Sara loves using the knowledge she's gathered to help people achieve better outcomes in their lives.</p> <p>Here's what you'll learn:</p> <p>1:45 – Your professional and personal background</p> <p>4:26 – Your niche specialty as a Financial Advisor</p> <p>9:04 – The importance of diet to reach peak performance<br /> <br /> 9:32 – Do you incorporate your passion for health in your Financial Planning work?<br /> <br /> 12:30 – What are some easy things people can do to work towards better health and performance<br /> <br /> 14:00 - A detailed insight into what British clients can do with their UK pensions in Australia</p> <p>24:46 – How you're working with other advisers who have clients with UK Pensions</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country's fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They're committed to providing advisers with a timely service, flexible products and innovative member services.</p> <p>They're long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We're proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.</p>

<p>As a new(ish) self-employed financial advisor, Ron Pratap (LinkedIn: /ronaldpratap) has discovered his keys to success include having a strong licensee relationship, spending plenty of time investing in education and taking on the role of president of the BNI Narellan chapter.</p> <p>Ron opened the doors of RP Wealth Management (www.rpwealthmanagement.com.au) nearly two years ago and has put a lot of effort into growing his referral reach and online strategy organically. We asked Ron to swing by the studio and give us an update on how things are tracking in his business since jumping on one of our earliest XY Live episodes back in April 2017.</p> <p>Here's what you'll learn:</p> <p>2:30 - The target market Ron is focusing on at the moment</p> <p>6:00 – How a typical RP Wealth Management review meeting starts</p> <p>7:25 – What's the metric you look at to measure performance in your business?</p> <p>11:37 – How did you get started in your own business?</p> <p>16:00 – At what point in the advice process do you ask clients to review you online, and how do you start that conversation?</p> <p>24:00 – Being a coach vs being a technical advice specialist</p> <p>35:28 - Why Ron loves helping younger advisers and his 'pay it forward' mentality</p> <p>Show Notes:</p> <p>RP Wealth Management - www.rpwealthmanagement.com.au</p> <p>Ronald Pratap LinkedIn - www.linkedin.com/in/ronaldpratap</p> <p>XY Adviser Online Training Platform - www.xyadviser.com</p> <p>General Disclaimer - www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Dr. Carla Harris' (LinkedIn: /drcarlaharris) professional career is nothing short of diverse. After completing her PhD in Environmental Science, she then pivoted into the Workplace Gender Equality Agency's Research & Analytics division.</p> <p>More recently, she completed her MBA and spent a lot of time looking at how to reduce the superannuation gap, which is so prevalent for many Australians.</p> <p>Highlights from this episode:</p> <p>5:20 – What is LongevityApp and how does it work?</p> <p>9:30 – What Financial Advisors can do to help close the super gap</p> <p>6:15 – Why consumers won't think about their future if they have to make an immediate or lifestyle sacrifice now</p> <p>14:17 - Why Advisors play a really important role in creating early engagement around super</p> <p>17:36 - Is the statement 'young people don't care about super' really true?</p> <p>Show Notes:</p> <p>Longevity App - www.mylongevityapp.com/</p> <p>XY Adviser Online Training Platform - www.xyadviser.com</p> <p>General Disclaimer - www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>If you're a Financial Advisor, you probably champion a preferred investment philosophy – active or passive. Though when it comes to having the 'investment discussion' with clients, do you really understand how indices work? How often they're rebalanced? Or how to accurately measure an ETF's performance?</p> <p>Enter Stuart Magrath (LinkedIn:stuart-magrath-9b6a147/). He's the Head of Channel Management for the S&P Dow Jones Indices (a business unit within S&P Global) who works with Financial Advisors, educating them on how to incorporate a strong passive investment methodology in their service model.</p> <p>In this insightful episode, you'll learn:</p> <p>11:54 – Stuart's professional career with S&P Dow Indices and whether he thinks there's no such thing (really) as passive investing</p> <p>14:38 – The S&P ASX Methodology and where you can learn more about it</p> <p>15:50 – Does passive investing trump active and what is the SPIVA report?</p> <p>18:00 - What is the 'Persistence of Active Funds Report'?</p> <p>26:16 – How Stuart and his team are working with Financial Advisors</p> <p>27:45 –What U.S. Advisors are currently doing in the ETF space vs Australia</p> <p>31:05 – Can Advisors in Australia create their own ETF? How can they do it?</p> <p>48:08 – Three things that make ETFS a good vehicle for Advisors and clients</p> <p>Show notes:</p> <p>S&P Dow Jones Indices - <a href="https://au.spindices.com/" target="_blank" rel="noopener">https://au.spindices.com/</a></p> <p>SPIVA® Australia Scorecard (Mid-Year 2018) - <a href= "https://www.xyadviser.com/wp-content/uploads/2019/01/spiva-australia-mid-year-2018.pdf" target="_blank" rel= "noopener">https://www.xyadviser.com/wp-content/uploads/2019/01/spiva-australia-mid-year-2018.pdf</a></p> <p>Persistence of Australian Active Funds Report (Mid-Year 2018) - <a href= "https://www.xyadviser.com/wp-content/uploads/2019/01/research-persistence-of-australian-active-funds-september-2018.pdf" target="_blank" rel= "noopener">https://www.xyadviser.com/wp-content/uploads/2019/01/research-persistence-of-australian-active-funds-september-2018.pdf</a></p> <p>A-VIX - <a href="https://au.spindices.com/theme/a-vix/" target= "_blank" rel= "noopener">https://au.spindices.com/theme/a-vix/</a></p> <p>XY Adviser Online Training Platform -<br /> <a href="https://www.xyadviser.com" target="_blank" rel= "noopener">https://www.xyadviser.com</a></p> <p>General Disclaimer -<br /> <a href="https://www.xyadviser.com/disclaimer/" target="_blank" rel="noopener">https://www.xyadviser.com/disclaimer/</a></p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p> <p>---</p> <p style="font-weight: 400;">S&P Dow Jones Indices LLC, S&P, Dow Jones and their respective affiliates ("S&P Dow Jones Indices") and their third party licensors makes no representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P Dow Jones Indices and its third party licensors shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is not an indication or guarantee of future results. Some of the information contained within this podcast or video may represent hypothetical historical performance. Any back-tested information contains inherent limitations and may not result in performance commensurate with the back-test returns shown.</p> <p style="font-weight: 400;"> </p> <p style="font-weight: 400;">Except for certain custom index calculation services, all information provided by S&P Dow Jones Indices is general in nature and not tailored to the needs of any person, entity or group of persons. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties and providing custom calculation services. It

<p>After looking at the current state of the advice process, Shaun Green from Advice Revolution and Spark Partners found a huge inefficiency in the way information is transitioned from adviser to the back-office team.</p> <p>As a result, he and his business partner Adrian Patty have built a solution to tackle this inefficiency. This piece of tech was never the end goal of their new business though, at least not to begin with. So how did they end up here? And where is the future of advice headed?</p> <p>Highlights from this episode:</p> <p>6:45 – How would you provide advice for $500?</p> <p>11:28 – What's hindering the process of automating data capture?</p> <p>18:40 – Whether to get rid of grandfathered commission and the impact this would have on the industry</p> <p>25:16 – The Advice Revolution journey and how it all began</p> <p>29:47 – What do you think advice businesses struggle with the most?</p> <p>48:29 – Why can't we have a one page SOA?</p> <p>Show Notes:</p> <p>Advice Revolution - <a href= "http://www.advicerevolution.com.au">www.advicerevol</a><a href= "http://www.advicerevolution.com.au" target="_blank" rel= "noopener">ution.com.au</a></p> <p>Spark Partners - <a href="http://www.sparkpartners.com.au" target="_blank" rel="noopener">www.sparkpartners.com.au</a></p> <p>Shaun Green - <a href="http://www.linkedin.com/in/shaungreen1/" target="_blank" rel= "noopener">www.linkedin.com/in/shaungreen1/</a></p> <p>XY Adviser Online Training Platform - <a href= "http://www.xyadviser.com" target="_blank" rel= "noopener">www.xyadviser.com</a></p> <p>General Disclaimer - <a href= "http://www.xyadviser.com/disclaimer/" target="_blank" rel= "noopener">www.xyadviser.com/disclaimer/</a></p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>As a Financial Advisor, we're sure you have an opinion about cryptocurrency. Some advisors are for it, others steer well away from it, but how educated are you about the new asset class… really?<br /> <br /> Skye Dunworth (in/skye-dunworth/) is the computer scientist turned business management consultant turned Crypto entrepreneur who is on a mission to educate and empower (mainly) women in the cryptocurrency space with her app @Spendher. After being introduced to the world of blockchain and 'internet money' as Clayton calls it, Skye found a gap in the market which she believes can be filled through education and a way to easily trade and invest.<br /> <br /> Here's some highlights of this episode:<br /> <br /> 5:37 – Crypto as a brand new asset class<br /> <br /> 5:57 – Why pushing the hope out of Crypto is a good thing<br /> <br /> 7:37 - How Skye got started in Crypto<br /> <br /> 11:13 – What problems do you see Crypto solving in the world today?<br /> <br /> 27:05 - Trading volumes on the @Spendher app<br /> <br /> 29:45 – Why Crypto is an ever-evolving tech piece<br /> <br /> 41:15 – How Skye is helping advisors tackle the cryptocurrency conversation with clients<br /> <br /> 44:00 - Where you can find Skye and connect</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Donal Griffin (in/donalgriffin) of Legacy Law (www.legacylaw.com.au) is a specialist lawyer and 'recovering' Financial Advisor who is in the business of fighting families. Sorting out family fights that is. With over 25 years' experience in legal affairs, Donal is proud to be known as the trusted legal advisor to families who are doing interesting things.</p> <p>Donal has also put together a course for the XY online training platform which provides several practical takeaways and examples of how advisers can not only start the estate planning conversation with clients, but own it. You can check out his course here - https://www.xyadviser.com/courses/how-xy-advisers-can-get-into-estate-planning/</p> <p>Here's some of what you'll learn in this episode:</p> <p>1:42 – Is a binding financial agreement really binding? How does it actually work?</p> <p>9:00 – What a typical work week looks like for Donal and the situations his client's get themselves into</p> <p>10:11 – The ramifications of digital signatures with trust deeds and the effect this has on SMSF's</p> <p>17:32 – Estate Planning – should advisors spend time in this area with clients or outsource?</p> <p>19:07 - Best practices if you don't want to include Estate Planning in your service offering</p> <p>20:24 – The lowdown on Testamentary Trusts - the tax benefits and other things to be aware of</p> <p>40:26 – How Donal successfully partners with Financial Advisors, and the value clients receive</p> <p><br /> XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Being a Financial Advisor is not all that different to being a cop, according to Shane Black of Pearl Financial that is.</p> <p>As an ex police officer, Shane uses behavioural psychology to help clients get in tune with what's actually important to them, rather than what they think should be important to them.</p> <p>He's a 'Masters of Applied Finance' graduate who switched from law enforcement to Financial Advice in 2012 and has been helping his client's kick their biggest financial and lifestyle goals ever since. When he's not working with clients or spending time with his young son William, you can find him cracking plenty of (dad) jokes in the XY Facebook Group (www.facebook.com/groups/XYAdviser).</p> <p>Here's the nuggets of FP gold from this episode:</p> <p>5:32 – Why Shane re-branded to his business four years ago</p> <p>8:23 – What Shane's work hours looked like before his son was born to now and how he's adjusted his workflows</p> <p>10:21 – Virtual outsourcing and the first task Shane gave to a virtual assistant</p> <p>17:15 – Where Shane find clients and his referral strategy</p> <p>23:02 – What is Shane working on in his business now? Hint: the key theme is content</p> <p>29:45 – What Shane does really well as an advisor, and what he wants to be really good at next</p> <p>39:15 – Shane's mission, and why he enjoys working with professionals and business people</p> <p>Show Notes:</p> <p>Shane Black on LinkedIn - www.linkedin.com/in/financial-planner-sydney/</p> <p>Pearl Financial - www.pearlfinancial.com.au</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>With marketing being the single biggest topic of discussion in the XY Community (www.facebook.com/groups/XYAdviser), we're kicking off a brand-new series within the XY Podcast focused entirely on, yep you guessed it - marketing. Tailored for Financial Advisors but applicable to all other industry professionals, these episodes are going to give you practical examples and step by step processes with a look into how the most successful advisors are nailing this space.</p> <p>First cab off the rank is none other than Ben Nash (LinkedIn:/benjaminjnash/) - Founder and Adviser of Pivot Wealth (<a href= "http://www.pivotwealth.com.au">www.pivotwealth.com.au</a>) and Co-Founder of XY Adviser. Aside from a very strong beard game, Ben has built his advice business from scratch using a strategic and unique marketing strategy. This strategy evolved from Ben's desire to never rely on anyone else to find clients, and we can confidently say he is nailing it.</p> <p>This episode is a deep dive into the exact process Ben used to market his business and attract clients from day one. You'll hear about the coaches, programs and mentors Ben has leveraged in building his business, why a support network has been a vital part of his success, how he promoted his live workshops and the impact they had on his audience, Ben's total game changer when it comes to explaining his fees to prospective clients and why incremental improvements trumps trying to 'jump the great wall' every time.</p> <p>Show Notes:</p> <p>Get Unstuck book by Ben Nash - http://bit.ly/get-unstuck-book</p> <p>Pivot Wealth - <a href= "http://www.pivotwealth.com.au">www.pivotwealth.com.au</a></p> <p>Steve Salvia - <a href= "http://www.blackwing.com.au">www.blackwing.com.au</a></p> <p>The three R's Worksheet - http://bit.ly/RRR-worksheet</p> <p>Simon Bowen - www.modelsmethod.com</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Do you think Superannuation companies are taking advantage of Australians by having them unwittingly pay away their retirement funds in super fees? Chris Brycki thinks so.</p> <p>Chris Brycki (LinkedIn: /in/brycki/ ) is the Founder and CEO of Stockspot (https://www.stockspot.com.au) – an online investment robo-advice company with a mission to help more Australians access expert investment advice and portfolio management. He's also on a mission to do away with high fees, confusing jargon and lack of transparency which he believes is giving Financial Services a bad reputation.</p> <p>In this episode, Chris sits down with Clayton and Ray from XY Adviser to discuss Stockspot's annual 'Fat Cat' Report, why Chris believes super companies are experiencing diseconomies of scale, why Chris started a robo-advice company and whether it can be integrated with traditional Financial Advice and why you need an 'edge' when making an investment decision.<br /> <br /> XY Adviser Online Training Platform - www.xyadviser.com</p> <p>General Disclaimer - <a href= "http://www.xyadviser.com/disclaimer/">www.xyadviser.com/disclaimer/</a></p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they want in life, but how's your sales skills? Do you tailor your communication methods to suit individual clients and provide a great experience? How do you demonstrate your worth as an advisor and overcome any objections?</p> <p>Davina Poletto (LinkedIn:/davinapoletto/) is the Customer Success Coach from SalesITV (www.salesitv.com.au) with 20 years' combined experience in funds management with a brief period as a Financial Advisor. Having always had a passion for sales and from her experience in Financial Services, Davina believes somewhere along the way sales has become a dirty word when it really doesn't have to be.</p> <p>In this episode, Adrian and Davina discuss the negative impact excessive administration and compliance requirements has on delivering great advice, why advisors need a solid support system to deliver compliant advice, why sales skills are an integral part of the advice process and the outcome of selling ethically versus selling in a pushy or aggressive manner.</p> <p>XY Adviser Online Training Platform - www.xyadviser.com</p> <p>General Disclaimer - www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>One thing we know about the XY Community is they love hearing from other Financial Advisors and listening to what they've been up to, and one very interesting Advisor who is well worth hearing from is the 'grandad' of XY Adviser – Dean Holmes (LinkedIn:/mrdeanholmes/).</p> <p>Dean is the Co-Founder and Wealth Advisor at Absolute Wealth Advisors (www.absolutewealthadvisors.com.au). He also supports four other innovative Financial Advice businesses under his AFSL The Wealth Network (www.wealthnetwork.net.au). When it comes to taking on new advisors under his license 'wing', Dean says choosing the right people is crucial; there must be an alignment of vision and an alignment of values between both parties because the decisions you make about people in the front end of your world ultimately affect the decisions you make within your businesses later on.</p> <p>In this episode you'll learn how to find the right people to join your organisation, the benefit of incorporating a business coaching program into your organisation (and the one Dean uses), the importance of building trust with prospective clients and the different ways Dean has watched advisors in his network do this and the outcome Dean and Clayton would like to see from the Royal Commission.</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Imagine having access to a proven financial coaching strategy designed to help millennial clients smash their financial and lifestyle goals and become the best version of themselves. Now imagine learning this strategy from the #1 Advice firm for millennials - Wealth Enhancers (<a href= "http://www.wealthenhancers.community">www.wealthenhancers.community</a>).</p> <p>Finn Kelly (@TheFinnKelly) is the Wealth Enhancers co-founder, Young Presidents and Entrepreneurs Organisations Forum Facilitator, Speaker and Millennial Money Expert who built a niche business model which didn't yet exist in Financial Services. Aside from providing a highly successful financial coaching service to high performing millennials, Wealth Enhancers have also built a strong and reputable brand which has become well renowned not only in the finance industry but with consumers seeking advice.</p> <p>In this episode, Finn explains the key differences between a Financial Adviser and a Financial Coach, how Wealth Enhancers built a different view of Financial Advice for a generation who traditionally haven't sought advice, the four elements you need in your offering to help millennials build financial wealth and how Financial Advisers can work together to raise the collective consciousness and provide great advice to those who really need it.</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Imagine being part of a career advocacy program specifically designed to help female financial advisers obtain guidance, advice and support from other experienced and successful advisers to help them achieve their full potential.</p> <p>Allison Macfarlane (LinkedIn: allisonmacfarlane/) is the Distribution Manager from Centuria (www.centuria.com.au) who has a wealth of experience working closely with Financial Advisers and is passionate about supporting women in Financial Services through the Financial Executive Women Association (www.executivewomeninfinance.com.au/).</p> <p>In this episode, Allison and Ray discuss why we're seeing more females start a career in Financial Services than ever before and why the current regulatory framework needs to change to reach the 80% of consumers who would benefit from sound financial advice. Allison also explains how Centuria's unlisted and listed property funds work, the types of Advisers suited to this model of specialist investing and the licensing requirements you need to be aware of.</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Are you a Financial Adviser looking for ways to engage more people with their money? Learn from a business strategist, innovator and financial adviser who has created a platform giving more people access to great financial support to make better financial decisions.</p> <p>Gavin Glozier (@GGlozier) is the Director & Co-Founder of Your Wealth Hub (YWH) (www.yourwealthhub.com.au) who works with progressive employers to deliver financial wellness programs to employees designed to alleviate financial stress around money and improve workplace morale and productivity.</p> <p>In this episode, Gavin explains how YWH is able to go into a workplace and give employees a safe space to discuss their financial problems, how Financial Advisers can leverage the power of education to help more people start engaging with their money, how Gavin runs four businesses while working remotely from Bali for part of the year and whether Gavin believes legislation will get re-written to de-couple financial advice from products post Royal Commission.</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>When it comes to vertical integration and regulatory requirements in the advice industry, there's no one more qualified to give us the 101 then Claire Wivell Plater (@ClaireWivPlat) of The Fold Legal (www.thefoldlegal.com.au).</p> <p>In this insightful episode with Ray and Adrian of XY Adviser, Claire discusses whether the industry has an issue with 'vertical integration' or rather a 'conflict of interest'. She also explains what Target Market Determination is and how it will help advisers provide more appropriate advice as well as the key to managing the potential issues that arise with in-house products.</p> <p>If the words compliance, best interest duty or vertical integration have ever made your ears prick up, this is the episode you want to listen to.</p> <p><br /> XY Adviser Online Training Platform -<br /> <a href= "https://www.xyadviser.com">https://www.xyadviser.com</a> </p> <p>General Disclaimer -<br /> <a href= "https://www.xyadviser.com/disclaimer/">https://www.xyadviser.com/disclaimer/</a></p> <p> </p> <p>This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.</p> <p>Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.</p>

<p>Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: <a href= "http://www.absolutewealthadvisors.com.au/">www.absolutewealthadvisors.com.au/</a> )who juggles a family of three kids and holds the unofficial record for the loudest keyboard tapping (according to Ben). Stella started out providing great customer service to clients nine years ago as a CSO and is now providing great strategic advice to families and individuals, and loving it!</p> <p>In this episode, Ben and Adrian find out what work-life balance looks like for Stella, how the AWA team structure their upfront and ongoing services, how they shift their advice process to cater for both younger and older clients, the benefits of mapping out client reviews a year in advance and how AWA is leveraging videos to train staff and educate clients.</p> <p>XY Adviser Online Training Platform -<br /> https://www.xyadviser.com</p> <p>General Disclaimer -<br /> https://www.xyadviser.com/disclaimer/</p> <p>This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.</p> <p>They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.</p>

<p><span style="font-weight: 400;">Brian Parker (@parkernomics) is a public speaker and regular on Sky Business as Sunsuper's Chief Economist (<a href="http://www.sunsuper.com">www.sunsuper.com</a>). Aside from great banter, Brian also has over 20 years' experience in asset allocation, macroeconomics and the art of investing.</span></p> <p><span style="font-weight: 400;">In this episode, Brian, Clayton and Adrian discuss key macro factors advisers need to be aware of as well as a snapshot of what's happening across international markets. Brian also touches on jobs likely to be the source of growth in the future and what makes a sound investment. Adrian opens up the ethical investing and social business conversation while Clayton wants to know if AI is</span> <em><span style= "font-weight: 400;">really</span></em> <span style= "font-weight: 400;">making humans redundant in Financial Services.</span> <span style="font-weight: 400;"> </span></p> <p> </p> <p><span style="font-weight: 400;">XY Adviser Online Training Platform -</span></p> <p><a href="https://www.xyadviser.com/"><span style= "font-weight: 400;">https://www.xyadviser.com</span></a></p> <p><span style="font-weight: 400;">General Disclaimer -</span></p> <p><a href="https://www.xyadviser.com/disclaimer/"><span style= "font-weight: 400;">https://www.xyadviser.com/disclaimer/</span></a></p> <p> </p> <p><span style="font-weight: 400;">This podcast has been brought to you by Zurich Life & Investments (</span><a href= "http://www.zurich.com.au"><span style= "font-weight: 400;">www.zurich.com.au</span></a><span style= "font-weight: 400;">), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.</span></p> <p><span style="font-weight: 400;">They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.</span></p>