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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: May, 2017
May 23, 2017

Interviews by Phil Thompson and Adrian Patty

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.

May 5, 2017

Interviews by Ray Jaramis and Clayton Daniel

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.

May 3, 2017

Interviews by Ben Nash and Naomi Christopher.

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.

May 3, 2017

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.

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!

May 2, 2017

Interviews by Phil Thompson and Adrian Patty

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.

May 2, 2017

Interviews by Ray Jaramis and Phil Thompson

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.

May 2, 2017

Interviews by Clayton Daniel and Ben Nash

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.

May 2, 2017

Interviews by Ben Nash and Adrian Patty

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.

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.

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