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Are you ready to feel confident and knowledgable 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 ...
 
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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 ...
 
Professional network for financial advisers www.xyadviser.com The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
 
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 ...
 
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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show series
 
Less than a month into 2022, the stock market has already experienced sharper dips and steeper rallies than we saw through all of last year. Will the next 11 months put the Coney Island Cyclone to shame? And how should you prepare your portfolio to handle such increased volatility? In this episode, Chief Investment Officer Jim Lowell sat down with …
 
Do you know how your adviser invests the equities in your account? Ever wonder what the difference between an ETF or Mutual Fund is? Maybe your adviser is using direct indexing and you aren't sure what that is? Listen to this week's episode to learn all of this and more. If you are listening on Apple or Spotify, don't forget to give the show a revi…
 
As a self-employed business owner, Liz Wilson of Wilson Financial can recognise and understand the trials and tribulations faced by SMEs in regional Australia. From the challenges of finding staff to suffering from stop-start COVID restrictions, the ability to empathise and support self-employed borrowers has been a key part of Wilson Financial’s s…
 
At age 20, when most young adults are figuring out what they want to do with life, Kim Davie became a property owner. With an avid interest in property investing, Kim turned her back on corporate in search of a more rewarding and flexible role, and naturally, broking became that profession. With an abundance of life and professional skills to suppo…
 
We are pleased to bring you the fifth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Peter Bridgwater and Georgia Sales. This episode focuses on helping paraplanners on their journey to understand trusts, and why this is beneficial for pa…
 
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with Purpose Podcast. He joins Ben to talk about the "people side" of his business, and why building the right team is critical for delivery. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892 Rasiah Private Wealth Management Website: …
 
“But you don’t look like mortgage advisors”Nope. You won’t find any stuffy suits or ties here. It’s not that we don’t take your mortgage application seriously, it’s just that we don’t feel the need to hide behind a corporate image. We want you to know that we are real people, just like you.The above is taken from Graham Taylor's mortgage firm websi…
 
Did you ever wonder what it means for someone to be a "fiduciary" adviser? Did you know your Wealth Manager might not be a fiduciary? Today we will talk all about the different types of advisers out there, why they aren't all advisers, and how to tell the difference. If you are listening on Apple or Spotify, don't forget to give the show a review o…
 
Victoria-based brokerage Entourage Finance has been growing rapidly in recent years, hiring new brokers and staff even while enduring the world’s longest lockdowns. We find out how they did it. Damien Roylance’s brokerage Entourage has been busy making a name for itself in the past few years, and took home the Office of the Year, Non-Franchise awar…
 
Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money Buddy. She returns to the XY Podcast to chat with Ben about her hacks for growing your business and team. Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.com/ This episode is proud…
 
The podfolk are back with their first Financial Advisers podcast episode of the new year. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and a very special guest Lee Coates OBE, Ethical Money and ESG Consultant. With climate change a top priority for organisations and governments around the world, LI…
 
Both Jim Smyth (First Stop Mortgages & Protection) & Martin Lightbowne (OnPoint Financial) are using the Spectrum Advice Network White Label Wealth Management (check last week's interview with Paul Brown from Spectrum).Find out what they really think - Spoiler Alert it's very positive.Bởi Jim Smyth, Martin Lightbowne, Alex Curtis
 
When it comes to a broker’s subconscious or unconscious beliefs, the issue isn’t whether these beliefs are right or wrong. It’s their real-world impact that ultimately matters. Are those beliefs serving that broker’s personal and professional goals? Or are they getting in the way of their key objectives? In this episode of The Successful Adviser, I…
 
This episode completes my 2 part series on adviser fees. You will learn more about financial planning fees and expense ratios. Of course, I continue to use an analogy of fine wine to make an otherwise boring discussion more palatable. Subscribe to my newsletter: advisercheckup.substack.com/welcome/ Checkout my website: https://www.advisercheckup.co…
 
Ian Robinson, the founding director of agribusiness and corporate finance brokerage Robinson Sewell, was crowned Broker of the Year and Commercial Finance Broker of the Year at the Australian Broking Awards 2021. In this episode of Elite Broker, host Annie Kane catches up with the regional broker to find out how he’s been supporting farmers during …
 
This episode begins my 2 part series on adviser fees. You will learn more about the common asset based advisory fee as well as the lesser known, more indirect fee, called soft dollars. Of course, I use an analogy of fine wine to make an otherwise boring discussion more palatable. Be sure to subscribe so you can tune in next week for part 2! Subscri…
 
On this week's episode you will learn my 3 tools for a successful meeting with your adviser. If you are like most clients you probably don't do much preparation, attend a nice meeting, smile and nod along as your adviser discusses investments and leave feeling like you checked a box and completed your annual meeting with your financial planner. I'm…
 
In December, senator Jane Hume – the Minister for Superannuation, Financial Services, and the Digital Economy and the new Minister for Women’s Economic Security – delivered the keynote speech at the Women in Finance Awards 2021. In her speech, Senator Hume urged the financial services industry to help support more women to lead in the finance space…
 
Welcome to the Adviser Checkup Podcast. I'm Kelly, a Chartered Financial Analyst and former Investment Adviser executive who wants to help you enjoy a lasting and valuable relationship with your investment adviser. If you are ready to feel confident and knowledgable when working with your investment adviser, let's get started.…
 
Commercial broker Dan Holden of HoldenCAPITAL has won countless awards for his work in construction and commercial property finance, and has now (literally) written the book on it, too. In this episode of Elite Broker, host Annie Kane catches up with the commercial finance broker to find out how he’s been building his business over the past few yea…
 
This week we cover the Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Sto…
 
It’s been a hectic year—and a positive one for the U.S. stock market. Taking the time to fine-tune your portfolio now may help prevent headaches (and tax bills) come April. In this episode of The Adviser You Can Talk To Podcast, our experts talk techniques for tuning up your portfolio, including how a look under the hood of your holdings may uncove…
 
Our guest on this episode is George Kinder. Internationally recognised as the father of the life planning movement, it’s fair to say that George has helped to revolutionise the financial advice profession.He founded the Kinder Institute of Life Planning in 2003 after three decades as a practising financial planner. He has trained more than 3,000 pr…
 
We are pleased to bring you the fourth episode of our brand new paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, and Michelle Wilson-Stimson. This episode reviews 2021 and looks ahead to 2022, focusing on the bright future in the world of paraplanners. This is a se…
 
Brokers are known for going above and beyond for clients; but Louisa Sanghera of brokerage Zippy Financial has demonstrated an extraordinary dedication to customer service in a particularly difficult year, as Annie Kane finds out. In this episode of Elite Broker, recorded live at the Better Business Summit in Sydney, host Annie Kane catches up with…
 
When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, she joins Fraser to chat about how much it's grown and evolved in the last two and a half years. Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/ This episode is prou…
 
Thomas Honour returns for the 4th time! to give us an update on his journey. You'll hear the prequels to this one in episodes 52, 55 and 91.Hear how Thomas used to get most of his business through social media but is now a lot more reliant on his website from being the number one firm in his area on Google maps.…
 
This week we cover US inflation, the US labour market, Consortium's Sydney Airport bid, Iron Gate, Shopping Centres Australia, Westpac, and Australian employment data. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser…
 
The podfolk are back with their final Financial Advisers podcast episode of the year. John is joined by Martin Clark from Landmark IFA, Nicola Barker from St. James’s place wealth, and our special guest Dawn Patrick, Independent Financial Adviser, Burlington Financial. They discuss the extremely important topic of women in finance, gender disparity…
 
Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy". Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/ FP Assistant Website: https://fpassist.com.au/ …
 
In this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine…
 
In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financia…
 
In this episode we talk about the mindset changes that advisors need to adopt moving forward. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insura…
 
In this episode we discuss insurance philosophies that advisers can implement in their practices. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co In…
 
In this final installment we talk about what the future might hold for income protection in Australia. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & …
 
In this month’s episode, partnered by Prospa, we are looking at what small businesses are seeking finance for and how brokers can help support them. As the year 2021 draws to a close and a new year fast approaches, we’re catching up with Prospa’s co-founder and chief revenue officer, Beau Bertoli, to review what the key issues and themes have been …
 
Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping. Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/ The Hopkins Group Website: https://thehopkinsgroup.com.au/ This episode is proudly…
 
Graham Wilson from tracker hub returns to let us know the progress of his software that brings advisers, introducers and business together.Trackerhub is a unique fast-track portal for referrals and personal cases. We've only heard great things about it from our clients that use it.To learn more about Graham and Trackerhub then tune in!…
 
This week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid. This market highlight is proudly brought to 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/ G…
 
What would you do with an extra $100,000? Contemplating such a windfall—and the various ways you can responsibly invest or save any unexpected funds that may enter your life—is exactly how our green-eyeshade crew decided to celebrate the 100th episode of The Adviser You Can Talk To Podcast.Bởi Adviser Investments
 
Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach. Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/ Pivot Wealth Website: https://pivotwealth.com.au/ This episode is…
 
What an absolute legend! From £50k in debt with mental health and drug addiction problems to growing brokerage and a financial transformation course.There's also a lot of chat about a stray cat that you won't want to miss.Richard Crow is an absolute character and we're delighted to introduce you to him.…
 
After migrating to Australia from Vietnam, EZ Financing broker Thuy Hook started working in banking before making the leap into broking. Having been a broker for the last seven years, the Queensland-based broker now focuses predominantly on first home buyers – and this year celebrated the achievement of writing $100 million in loans as well as bein…
 
Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses. Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/ MillerPrince Website: https://millerprince.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.…
 
Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts. This market highlight is proudly brought to 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/ Gene…
 
Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge". Lisa Greensill XY: https://www1.xyadviser.com/members/4200237 Lisa Greensill Website:…
 
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