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XY Adviser

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XY Adviser

XY Education

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Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualifi ...
 
Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
 
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
 
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The Successful Adviser by James McCracken

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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
Delivering best practices and leadership strategies for association professionals. Episodes are published monthly. Interested in being a guest? Don't want to be a guest, but want to hear about a certain topic? Email us at kclark@naylor.com! The Association Adviser Podcast is sponsored by Naylor Association Solutions. Learn about our resources for improved member engagement and non-dues revenue at www.naylor.com.
 
Howard Worth - Chartered Accountants and Business Advisers. Our purpose is to make a positive contribution to our clients, our team and the local business community. We aim to do this by providing a fulfilling and rewarding environment that will inspire us all to improve and develop. This podcast is the latest in our approach, offering an insight into some of the key issues we focus on. Please subscribe to the Howard Worth podcast to receive updates on our latest episodes! For more informati ...
 
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This week we cover the Reserve Bank of New Zealand, the US Federal Open Market Committee November minutes, Qantas, Virgin Money, Life360 and Polonovo. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay …
 
In this latest pile of TRAP, the chaps discuss Examples of real financial planning and how it transforms people’s lives FTX and Scam Bankrupt-Fraud The TRAP team answers questions from our beloved Trappists @Aron Gunningham and @JoshuaBromilow Culture Corner Links referred to in the show: Spoof Larry David February 2022 advert for Sam Bankman-Fried…
 
Earlier this year, The Adviser hosted its New Broker Academy 2022, sharing insights and strategies to help new and prospective brokers succeed in their new career. In this episode of New Broker, we catch up with the principal partner of the event, NextGen, to find out their key takeaways from the event and tips for success. Tune in to hear from Nex…
 
It's almost Thanksgiving and that usually means spending some time with family. If you are looking for some tips to start a healthy family discussion around money listen today. I will also share how to best engage your adviser as part of the process. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank y…
 
When it comes to the markets, the past year has been a blur. But don’t let it slip away without taking a close look at your own year-end tax planning. There are several steps you can take now that will help soften the blow come April 15th. In this episode, Jeff and Andrew discuss the important items to update on your end-of-year financial checklist…
 
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we sp…
 
To do more deals, you need to have more clients in your practice. Improving client retention is the easiest and most cost-efficient way to make this happen. Many brokers spend a lot of energy and money on new client acquisition. The idea behind this mentality is simple: You can grow your mortgage broking practice faster if you have more clients. Ho…
 
This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo app, and how practices can utilise it to nurture clients towards making well-informed financial decisions. Otivo Website: https://www.otivo.com/ Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031 Curiosity Corner (Book like a Bos…
 
Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using your personal brand to create authenticity in your business and with your online presence. Carlii Lyon LinkedIn: https://www.linkedin.com/in/carliilyon/ Carlii Lyon Website: https://carliilyon.com.au/ Find out how HUB24 is empowering …
 
The economic environment is changing, with rates now rising, house prices falling, and continuing natural disasters and conflicts adding pressure to the growth of the economy. But with any challenge comes opportunity. In this episode of In Focus, partnered by MyState Bank, we catch up with MyState Bank’s head of lender distribution, Blake Albones, …
 
When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning at Yield Advisory. This time, she joins Ben to chat about how the business has developed, and the importance of being adaptable and open to change. Morgan Hayward XY: https://www1.xyadviser.com/members/2853291 Morgan Hayward LinkedIn: https://www…
 
Alex & Tessa talk through their experiences of launching their own podcasts and what we do with our clients at The Lead Engine Thinking about launching a new podcast yourself? You may be thinking "How long should the episodes be?", "How often should I release episodes?", "Should I do solo or interview episodes, or both?" In this episode, you'll lea…
 
This week we cover the US producer price index, the retail sales report, the New York federal household debt and credit report, Australian employment data, Pendal and Perpetual, BHP, and Aristocrat Leisure. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.co…
 
This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep dive into the features of the Advice Intelligence software, an end-to-end financial planning solution designed to create further advice innovations and inspire client engagement. Advice Intelligence Website: https://www.adviceintelligence.com/ J…
 
Briony is a Motivational Keynote Speaker and author of "Life Is Tough But So Are You". She and Jess discuss how to help and comfort clients when they're given life-changing news, and what we can do better to support those in need. Briony Benjamin LinkedIn: https://www.linkedin.com/in/briony-benjamin/ Briony Benjamin Website: https://www.brionybenja…
 
It's that time of the year when many of your minds will turn toward charitable giving. Are you feeling philanthropic? Whether you are inspired by recent events or a regular giver to important causes it's important to maximize your gifts. Learn how to engage with your adviser and gift even more effectively. Listen today to learn all about Donor Advi…
 
As many Australians grow moustaches this month to raise funds for the Movember foundation, Queensland-based broker Mark Winter is going a step further, hoping to raise $100,000 for the group as his community engagement program Springfield Mo Men. In this episode of Elite Broker, host Annie Kane catches up with the Loan Market Greater Springfield br…
 
Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he approached building his team, and the importance of having an "engine room" and maintaining quality control. Kristian Zuza LinkedIn: https://www.linkedin.com/in/kristianzuza/ Peak Wealth Management Website: https://peakwm.com.au/ Find out how HUB24 i…
 
This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ’s Survey of Expectations, the NAB business confidence index, and the fall of FTX. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: ht…
 
In this latest pile of TRAP, the chaps discuss The pros and cons of the solo adviser v intentionally growing a practice The TRAP team answers questions from our beloved Trappists @SeanBanksFP and @Andy_Reynolds Culture Corner And be sure to listen to the end, when nothing much happens. Links referred to in the show: The E-Myth Revisited: Why Most S…
 
In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth Line's risk management and compliance software, how it complements existing frameworks, and where they're headed in the future. Fourth Line Website: https://fourth-line.com.au/ Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/ Curios…
 
Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of "succeeding at failing", and the balancing act we put ourselves through when defining ourselves as either a success or a failure. Charlie Fraser LinkedIn: https://www.linkedin.com/in/charlie-fraser-47b84317/ Shadforth Website: https://www.sfg…
 
Kim Kardashian is not a financial adviser. Unfortunately for her she still landed in hot water with the Securities and Exchange Commission over a recent Instagram post. Listen to learn more about her case, the cryptocurrency she promoted, and how to engage your financial adviser when considering a crypto purchase. If you are listening on Apple or S…
 
It’s been a topsy-turvy few years for small-business owners, who have had to be more agile and navigate changing operational environment. In this episode of In Focus, partnered by RedZed, we’re hearing from RedZed’s head of distribution and product, Adrian Fisher, to uncover why there’s been so much disruption for small businesses, what the future …
 
Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her new book "The Five Conversations About Money That Will Radically Change Your Life", and how to create content that makes people actively engage with their money. Vanessa Stoykov LinkedIn: https://www.linkedin.com/in/vanessa-stoykov/ Evolut…
 
This week we cover the Fed and RBA cash rate increase, US Employment data, Australian real estate data, Woolworths, Goodman Group, and CSL. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: ht…
 
This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools. iFactFind Website: https://ifactfind.com.au/ Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A…
 
Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how she was crowned 2022 AFA Financial Adviser of the Year, and what she's doing in her practice to stand out. Felicity Cooper LinkedIn: https://www.linkedin.com/in/goldcoastfelicitycooper/ Cooper Wealth Management Website: https://www.cooperwealthman…
 
Western Australia-based broker Nathan Bennett always knew he wanted to be a broker and made his dream come true in 2019 — writing a whopping $40 million in his first year. Kate Aubrey catches up with The Loan Company broker to find out how Western Australia’s Best Newcomer award-winner is setting himself up for success. In this episode of New Broke…
 
Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and Fraser discuss all things client experience, from growing your business and future technology concepts. Stewart Bell LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/ Audere Website: https://audere.com.au/ Find out …
 
Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights and experiences with delivering a great client experience. Kim Payne LinkedIn: https://www.linkedin.com/in/kimpayne9rok/ 9rok Consulting Website: https://9rok.com.au/ Find out how HUB24 is empowering advisers to deliver better financial futures ht…
 
Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience enthusiast, and in this installment he and Fraser chat about how technology plays a vital part in the human client experience. Michael Back XY: https://www1.xyadviser.com/members/2243422 Human to Human Website: https://humantohuman.com.au/ F…
 
Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns with your client experience, and how you can win at both. Suz Chadwich LinkedIn: https://www.linkedin.com/in/suzannechadwick/ Suz Chadwick Website: https://suzchadwick.com/ Find out how HUB24 is empowering advisers to deliver better financial futures http…
 
Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology side of the client experience, and how it will continue to shape advice in the future. Greg Hansen LinkedIn: https://www.linkedin.com/in/greg-hansen-a0640838/ HUB24 Website: https://www.hub24.com.au/ Find out how HUB24 is empowering advisers t…
 
Don't be fooled by the title, neither process is easy. I'm back from maternity leave and will share with you the five reasons birth is easier than financial planning. The good news is that with both items a trained professional can make the process a whole lot easier. If you are listening on Apple or Spotify, don't forget to give the show a review …
 
Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to chat about the importance of building a team and having a community in your business, and the most difficult skill he’s had to master as an adviser. RFS Advice Website: https://www.rfsadvice.com Find out how HUB24 is empowering advisers to deliver better …
 
Connect with Darin on Linkedin and check out Bomb Bomb for yourself Brought to you by the team at The Lead Engine who specialise in generating mortgage leads, bridging leads, pension leads, wealth management leads, and equity release leads.Bởi Darin Dawson, Alex Curtis
 
Welcome to The Future Financial Adviser, where our mission is to make advice accessible to more Australians. On the show we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve…
 
This week we cover the Australian Federal Budget, US Core CPE index data, Amazon, Meta, Alphabet, and Carsales. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Gen…
 
Sydney-based broker Mark Stevenson, the managing director of Bell Partners Finance, says that despite having joined the billion-dollar broker club, he still sometimes feels imposter syndrome. For Mark, being able to write billion dollars in loans is all about the team that supports the broker and having the right aggregator partner to help out. In …
 
In this latest pile of TRAP, the chaps discuss The passing of Ian Taylor, truly a visionary South African shenanigans with Andy and Nick Carl talks about the common phenomenon of Imposter Syndrome Andy talks about Beauty Parades The TRAP team answers questions from our beloved Trappists Sam B and Will S Culture Corner And be sure to listen to the e…
 
In this episode, Peita sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at Lonsec's iRate research tool, and discuss the features that advisers may not be using to their advantage. Lonsec Website: https://www.lonsec.com.au/ iRate Two Week Trial: https://www.lonsec.com.au/financial-adviser/irate-trial/ Hannah Bevan LinkedIn: …
 
Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, bullying, and the role of good leaders to help create safe workplaces. Dawn Thomas XY: https://www1.xyadviser.com/members/11231058 Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/ The Wealth Designers Website: https://twd.com…
 
The financial services industry has historically been male-dominated but encouraging more women into the space is not only good for society, but good for business too. In this episode of In Focus, partnered by Mortgage Choice, Anthony Waldron, chief executive of financial services and Mortgage Choice at the REA Group, outlines how the industry can …
 
Bronson is a Financial Adviser at MTP Financial. He joins Ben to talk about his advice journey, what he's focusing on to constantly self-improve, and the biggest challenges he's faced along the way. Bronson Hills LinkedIn: https://www.linkedin.com/in/bronsonhills/ MTP Financial Website: https://mtpfinancial.com.au/ Want to learn more about how a.i.…
 
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