Ensombl Advice Australia

<p>On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.</p>

<p>Interviews by Ray Jaramis</p> <p>Finding a personal loan with good terms can be challenging, which is why some borrowers consider peer-to-peer (P2P) lending. Crown Money Management is Australia's leading specialist in debt and money management and we are fortunate enough to have CEO Scott Parry join us to talk all things P2P lending solutions for his clients.</p>

<p>Interviews by Adrian Patty</p> <p>This week we had Muneesh Wadha, Founder of Humanity in Business, to share his story on how they have been inspiring leaders who are creating highly engaged and purposeful businesses. They have also talked about how can advisers get their clients.</p> <p> </p>

<p>Interviews by Adrian Patty</p> <p>Sam Robinson and Josh Winsgrove will delve into why they made the call to set up a board and how the did it. We'll discuss the benefits the challenges and the way other advice practices can do it as well.</p>

<p>In this episode we had Adrian Patty talk to Gavin Glozier from Your Wealth Hub about some of the stats around financial wellness program. Learn more of the prospective client journey and how has it been designed. Listen to what technology was helpful and how it affected the bottom line.</p>

<p>In this episode of XY Live with Ben Nash, Adrian Patty, Phil Thompson and Naomi Christopher had a very informative Forum Chat with Dante De Gori, CEO of the Financial Planning Association of Australia (FPA). Listen here as they talked about Digital Advice and how it is changing the game. Learn about the role of the traditional adviser play in the future of advice and professional standards play out with technology.</p> <p>Join our community on Facebook! In the interest of making people comfortable to share in confidence we require everyone to complete a short survey and acknowledge the intent of the group:</p> <p>https://www.facebook.com/groups/XYAdviser</p>

<p>Interviews by Adrian Patty and Phil Thompson</p> <p>In this episode of XY Live, Christopher Bates of Wealthful has focused a lot on the property conversation with clients over the last few years. He has been a Financial Planner and Mortgage Broker based in Sydney and Melbourne. He will be sharing how he incorporates it into his advice offering, what the challenges have been and his hot tips for advisers wanting to expand their engagement and service in this space. He will be also be sharing how his conversations take place around helping clients understand when there's a conflict between their goals.</p>

<p>On this XY Live on Facebook Live session, we have Adrian Patty and Ben Nash to talk to David Boyer from Sequal CFO and the From the Trenches podcast. In 2014, he established Sequel CFO subsequent to seeing an excessive number of SME organizations neglect to increase financial control and perceivability from their internal accounting function.<br /> He'll be explaining how to engage for a profitable relationship with accountants, explore the challenges, find opportunities and share insights and tips on how to go about it.</p>

<p>Interviews by Phil Thompson and Clayton Daniel<br /> <br /> In this episode of XY Live on Facebook Live, we had Chris Hockey of Innovative Financial Solutions, who talked about how he was able to build a national advice firm from a one-man practice. Listen to his story.</p>

<p>Interviews by Ben Nash and Naomi Christopher</p> <p>In this episode of XY Live on Facebook Live, we have James Millard, Founder and Director of YOLO Financial Services, to share with you lessons , debunk a few myths, and provide guidance on starting a Financial Blog.</p>

<p>Interviews by Ray Jaramis and Phil Thompson</p> <p>Did you know you can offer financial advice for $30? NOD has facilitated over 2000 consumers questions to advisers with an average turn around time of 24 hours.</p> <p>Nod's mission is to create a platform where everyone on the planet can get on-demand access to help with financial decisions and questions about money from a network of trusted financial experts. NODs target market are young people – generally those under 35 – who do not currently have a financial adviser but are making big money decisions around things like buying a car or house, getting married, starting a family, or launching a business.</p> <p>Getting advice about money is as simple as: 1) Ask a question. 2) Pick an adviser. 3) Get a great answer.</p> <p>Founder Joel Robbie is interviewed this week to talk all things start up about how the platform came into being.</p> <p>Join us again next week. XY Live Episode 41 - Lessons learned from starting a financial blog and tips for setting one up on XY Adviser Facebook Live!</p>

<p>Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher</p> <p> </p> <p>In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?</p>

<p>Interviews by Ben Nash and Adrian Patty<br /> <br /> This week we have Steve Nielsen talking 'How to drive efficiencies in your advice'. Steve will be sharing his tips and the process he used to scale his business and streamline his advice processes.</p>

<p>Interviews by Phil Thompson and Ray Jaramis</p> <p>In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.</p>

<p>Interviews by Ben Nash and Clayton Daniel</p> <p>In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.</p>

<p>XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value<br /> <br /> On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.</p>

<p>Interviews by Ben Nash and Ray Jaramis</p> <p>Brian Kennaugh has been involved in Financial Services for over 30 years and credits much of the growth of his business to client referrals. In this session we're going to dive deep into the process of how Brian has been able to get over 78% of his clients to refer others to Brian's advice practice and what you need to know to implement a referral framework in your business.</p>

<p>Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan.<br /> <br /> In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession and make a bigger difference to the lives of our clients.</p>

<p>Interviews by Phil Thompson and Adrian Patty</p> <p>Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business</p>

<p>Interviews by Phil Thompson and Ray Jaramis<br /> <br /> In this episode of XY Live with Matt Heine, joint Managing Director of Netwealth Group and passionate about innovation in financial advice, has talked about his recent US study tour and his learnings about the difference from the Australian market. Listen to what he has learned about using artificial intelligence and how algorithms can work wonders in our industry. Know more about tools and technologies from the US that can be brought over to Australia.</p>

<p>Interviews by Phil Thompson and Adrian Patty<br /> <br /> David is the 2015 AFA Adviser of the Year and a pioneer in transforming retirement advice in Australia. He will be delving into the way he has incorporated clients' psychological wellbeing into his advice. He will also give insights from his recent trip to South by Southwest in Austin Texas.</p>

<p>Interviews by Ray Jaramis and Clayton Daniel</p> <p>The fact that Big Data is changing everything is no new headline. But how will it affect the advice industry and what will it do for your service offering? Technology plays a huge part in this from SoA generation, to client engagement and budgeting tools. Julian Plummer from Midwinter is going to talk us through the basics of Big Data but more importantly, give us insight into how data led decisions will become the new norm for financial advisers.</p>

<p>Interviews by Ben Nash and Naomi Christopher.<br /> <br /> On this episode of XY Live, we have Lea Schodel, Founder & CEO of Wellthy Pty Ltd to talk about delivering an online advice program focused on financial wellness. Lea takes her clients on a personalised journey to abundance and explores the mindset, knowledge, tools and support they need to create a better relationship with money.</p>

<p>We are doing it again on XYLive! Forum Chat with Phil Thompson, Adrian Patty and Ray Jaramis of XY Adviser with the special participation of Amanda Pond, Dylan Martin and Ronald Pratap to join us as we discuss how you started your business.</p> <p>Through this forum, our many diverse communities will have the opportunity to share their unique perspective and be heard, as well as to learn about one another. This session will be great for tips on what not to do when starting a practice and has worked!</p>

<p>Interviews by Phil Thompson and Adrian Patty</p> <p>Hardy is the owner of Digital Spot, a digital marketing agency that specializes in helping financial services firms deliver great content to current and prospective clients. Join us for this XY Live episode with Hardy Azeez, as he provides tips to how start delivering content and how to get the best levels of engagement.</p>

<p>Interviews by Ray Jaramis and Phil Thompson</p> <p>For this XY Live episode, we have Sharon McClafferty discussing the truth bombs from a morning she had with Simon Sinek. As we all know he has a wildly popular TED talk and more recently a not to be missed clip regarding millennials in the workplace.</p>

<p>Interviews by Clayton Daniel and Ben Nash</p> <p>For this XY Live episode, we have Jade Eley from Hillross Adelaide. He will explain the outsourcing journey, the things he's learnt, how you can do it in your practice to get the best results.</p>

<p>Interviews by Ben Nash and Adrian Patty<br /> <br /> For this episode of XY Live with have Erin Truscott, Adviser and Partner at GCA Financial in Brisbane. Before becoming an Adviser Erin was a Practice Development Manager for eight years and has only in the last 18 months transitioned into Advice.<br /> <br /> Erin was the AFA Rising star award winner in 2015 and will be talking about her journey and the unique approach she has taken in her business to drive better client engagement.</p>

<p>Interviews by Naomi Christopher and Phil Thompson</p> <p>This year's International Women's day theme was "Be Bold For Change" and AFA Inspire ran with this when they held their panel discussion last week at BT offices in Barangaroo. The group which fosters females in the advice industry brought a full room together to discuss gender equality in financial advice and financial services in general and came away with several things we as a community can do to encourage this. This week we had Deb Kent - the founder of Inspire coming on to chat to us about some of the discussion points as well as share what she thinks the financial advice sector can do to promote equality amongst both genders and increase the number of females both giving and receiving advice.</p>

<p>For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the community.</p>

<p>Interviews by Ben Nash and Phil Thompson</p> <p><br /> Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X & Y's understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned.</p>

<p>Interviews by Phil Thompson and Ray Jaramis</p> <p><br /> We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view as to why this is the case.<br /> <br /> It's about the value Advisers leave on the table. And no, he doesn't mean financial value.</p>

<p>Interviews by Adrian Patty and Phil Thompson</p> <p><br /> We have Advocate of Financial Advice Business Coach, Sue Viskovic joining us for XYLive to share with you these relevant tips on how to get your attention in the right areas to commence your 2017 Business Plan with these four ultimate things successful advice firms will be working on.</p>

<p>Interviews by Ray Jaramis and Phil Thompson</p> <p><br /> We have founder of Implemented Portfolios Santi Burridge joining us for XYLive to answer this question and chat about the simple mistakes to avoid and how you can truly create an advice proposition where everyone wins.</p>

<p>Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who is thriving, who is struggling, who is learning and a few insights from a recent trip to the us last year.</p>

<p>Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low cost advice offering giving access to a qualified financial planner for as little as $12.50 p/m</p> <p>Interviews by Phil Thompson & Adrian Patty</p>

<p>Vanessa Stoykov is the CEO of Evolution media group & No more practice with the objective of educating consumers on the importance of wealth and leadership via national television programs.</p>

<p>Nikhil Screedhar was the founder of Proadviser a fintech startup aimed at taking on the robo advice market. Nikhil shared the honest truth about how he launched and then decided to wind down the business. <br /> <br /> Nik was kind enough to shoot us through a handy two pager on some of the tips he shared with us during his session.</p>

<p>We had Ian Dunbar the CEO of Suitebox and Co-founder of Afiniation to talking to us about the Australian fintech startup space and how adviser can work with these new innovative companies.</p>

<p>Sam Henderson is joined us to talk about his journey that lead him to own his own advice firm, host of Sky News Business 'Your Money, Your Call' and recently becoming named the AFA's Practice Of The Year winner.</p>

<p>Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technology, as well as giving us a bit of insight into how he works with businesses to improve their practice efficiency. </p>

<p>Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.</p>

<p>On this episode we had a chat with Brett Evans from Atlas Wealth joined us for XY, who was recently named innovator of the year in ifa's Excellence Awards. Brett was a treasure trove of information when it came to providing advice to aussies working overseas and the session was invaluable to anyone who is trying to work out who their ideal client is. Tune in if you wanted to get your hands on some valuable take-aways from his session.</p>

<p>We had a chat with Kath Cairns about how she is growing her business and how she has done this starting from scratch. She has recently started advising clients and was a finalist in the 2015 AFA Rising Star award. All ears here as she will take us through how she went about building her client base from nothing and the engagement strategies she's used to get there.</p>

<p>Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advice firm from London and how we can all run a financial advice business remotely. Tune in to get more tips on how you may virtually handle your business with available tools onlilne.</p>

<p>Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your personal brand through content marketing. Dig in on some tips for advisers in how they can stand out from the crowd. The session ended up going overtime because the (virtual) room was brimming with questions for Paul and he did not disappoint when it came to providing valuable answers.</p>

<p>Interview with Cathryn Gross from Twelve Wealth and she spoke to us about how she is integrating professional coaching with financial advice. She took us through her journey of establishing an advice practice with a life coaching component. It was super interesting hearing how she offers to be a sounding board for more than just money matters to her clients. Tune in to get your hands on some valuable take-aways from her session.</p>

<p>Guy Freeman gives us some insights as to how build an automated lead process using search engine optimization and paid Facebook and Google advertising. He was able to shed more light on his best practices on how to generate more leads using different enterprising avenues. Listen to how he has been helping advisors build & grow successful practices, take their business to the next level and to go from six to seven figures through this podcast.</p>

<p>In this first episode of XY Live, Brenton Tong gives us some insights as to how he is making his advice process remarkable in your own process and in the financial planning industry. Brenton gives us access to his advertising methodologies and his vision on how it might gainful to the way of life and culture of financial planners. Tune in to this educational podcast to learn how he was able to find the most effective way to communicate his solutions.</p>