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XY Adviser

The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. 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.
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Now displaying: April, 2017
Apr 5, 2017

Interviews by Naomi Christopher and Phil Thompson

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.

Apr 5, 2017

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.

Apr 5, 2017

Interviews by Ben Nash and Phil Thompson


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.

Apr 5, 2017

Interviews by Phil Thompson and Ray Jaramis


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.

It’s about the value Advisers leave on the table. And no, he doesn’t mean financial value.

Apr 5, 2017

Interviews by Adrian Patty and Phil Thompson


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.

Apr 5, 2017

Interviews by Ray Jaramis and Phil Thompson


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.

Apr 5, 2017

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.

Apr 5, 2017

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

Interviews by Phil Thompson & Adrian Patty

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