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XY Adviser

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 qualified financial adviser.
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Now displaying: Page 1
Jun 29, 2022

Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising mental health.

Craig Boss LinkedIn: https://www.linkedin.com/in/craig-boss-%E2%9C%94-85817b16/
Steadfast Life Website: https://www.steadfastlife.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 27, 2022

John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting his own practice at the age of twenty, and the journey of how the business has grown and evolved over the years.

John Cachia XY: https://www1.xyadviser.com/members/2400932
John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 26, 2022

This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Jun 22, 2022

Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when unexpected incidents occur in their lives, and how training staff in handling conversations around these events can help even further. 

Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/
Zurich Website: https://www.zurich.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 20, 2022

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He talks about his recent merger with Tribeca Financial, and his work with developing the Ethos platform.

Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/
Tribeca Financial Website: https://www.tribecafinancial.com.au/
Ethos Australia Website: https://www.ethosesg.com/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 19, 2022

This week we cover the increasing impacts of inflation, the US Federal Reserve's interest rates raise, the European Central Bank's emergency meeting, and the Australian Fair Work Commission's annual minimum wage decision.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Jun 15, 2022

Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing.

Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Central Coast Financial Planning Group Website: https://www.centralcoastfpg.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 13, 2022
Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, and they discuss the processes that make you more efficient. Deline Jacovides XY: https://www1.xyadviser.com/members/3269093
Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/
Mazi Wealth Website: https://maziwealth.com.au/
AFA XY Group: https://www1.xyadviser.com/courses/7027498/about

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 12, 2022
This week we cover the RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Jun 8, 2022

Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. He and Jess chat about the concept of FIRE (Financial Independence Retire Early), and what it takes to retire at a young age.

Captain FI Website: https://captainfi.com/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

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Jun 7, 2022

In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more.

Macquarie VAN – Build for the Future program - https://www.macquarie.com.au/van

Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/van

Tom Reddacliff LinkedIn: https://www.linkedin.com/in/tom-reddacliff-b2859812/
Encore Advisory Group: https://www.encoreadvisorygroup.com.au/

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Macquarie Disclaimer: https://www.xyadviser.com/macquarie_disclaimer

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Jun 6, 2022

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss the challenges of opening an overseas office at the height of COVID, and how he stayed ahead of legislation changes and compliance during that process.

Brett Evans XY: https://www1.xyadviser.com/members/2216508
Brett Evans LinkedIn: https://www.linkedin.com/in/brettaevans22/
Atlas Wealth Management Website: https://atlaswealth.com/au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

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Jun 5, 2022

This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and Lithium Stocks.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Jun 1, 2022

Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client engagement, and how he developed and build this quality engagement into his business. 

Rob McGregor LinkedIn: https://www.linkedin.com/in/rob-mcgregor-62139923/
McGregor Wealth Management Website: https://mcgregorwealthmanagement.com.au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

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May 31, 2022

In this first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

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May 31, 2022

In this instalment we talk about steps four, five and six in the change management process. This includes having a strong value proposition and investment philosophy, what our clients want, and the perceived objections from all stakeholders.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

Join the XY platform:
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May 31, 2022

In this episode we continue with steps seven, eight and nine in the change management process. We talk about the perceptions of letting go of control, what to look for in an investment partner, stakeholder engagement and change management.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

Join the XY platform:
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May 31, 2022

In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical implementation, the client journey, and reviewing the process.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

Join the XY platform:
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May 30, 2022

Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of the Top Fifty most influential Adviser's in Australia for 2021 by Financial Standard. He returns to the XY Podcast to chat about the evolution of his business, how the focus has changed over time, and how COVID helped to kick-start its growth.

Ronald Pratap LinkedIn: https://www.linkedin.com/in/ronaldpratap/
RP Wealth Management Website: https://www.rpwealthmanagement.com.au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

Join the XY platform:
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May 29, 2022

This week we cover the Reserve Bank of New Zealand, US FOMC minutes and Personal Income and Spending Data, Australian Retail Sales and PMI's, and Woodside Petroleum's merger with BHP.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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May 25, 2022

Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she's created, how we can work better together, and some of the learnings around how to engage women in the advice journey.

Molly Benjamin LinkedIn: https://www.linkedin.com/in/mollybenjamin/
Ladies Finance Club Website: https://www.ladiesfinanceclub.com/
Starling Gender Representation Report: https://www.starlingbank.com/docs/reports-research/StarlingGenderRepresentationReport.pdf

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

Join the XY platform:
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May 23, 2022

Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business.

Liam Shorte XY: https://www1.xyadviser.com/members/2231871
Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/
Verante Website: https://www.verante.com.au/
SMSF Coach Website: https://smsfcoach.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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May 22, 2022
This week we cover US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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May 18, 2022

Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and Jess discuss end of life, and how to approach important conversations around death.

Annie Bolitho LinkedIn: https://www.linkedin.com/in/anniebolitho/
Annie Bolitho Website: https://www.anniebolitho.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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May 16, 2022

Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and client engagement process he developed for The Wealth Designers, and how it's evolved into what it is today.

Troy MacMillan LinkedIn: https://www.linkedin.com/in/troymacmillan/
The Wealth Designers Website: https://twd.com.au/
Troy MacMillan Website: https://troymacmillan.com/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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