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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: November, 2017
Nov 24, 2017

Daring. Different. Disruptive. Fox & Hare are taking everything we know about the ‘traditional’ approach of giving advice and breaking it, re-shaping it and re-building a framework (from the ground up might we add) that is value driven and specifically tailored to help their clients live a life they aspire to.

You could say Glen Hare and Jessica Brady were both crazy (and some people did) for leaving behind highly successful corporate roles to start their own advice firm and without purchasing a single book of clients. You could say they are still crazy for the 13+ hour days they put in and the Saturday morning client meetings they organise on the regular.

But it’s when you digest the ‘whys’ of what they do that you realise they’re not crazy at all, they’re passionate. From this XY Live, here’s a summary of what two courageous and driven individuals are doing to change the way we deliver advice, straight from the Fox & Hare’s mouth:   

  • How to create a manageable and productive work/life balance
  • Lessons learnt around building an advice firm from scratch
  • Which area of the market they saw was not being serviced
  • Understanding their client’s frustrations and overcoming them
  • How to show the value of a client proposition and not sell it
  • Why critiquing is so important for business growth and the best way to get valuable feedback (think focus groups)

And plenty more…

Glen and Jessica believe everyone has some kind of financial aspiration, but most just don’t have a game plan. They are making it their mission to understand their client’s pain points and then move mountains to overcome them.

Enjoy!

Nov 17, 2017

You’ve heard the latest industry buzzwords popping up left, right and centre – disruption, innovation, Fintech. But what do that actually mean and more importantly, how do they relate and what benefit are they to financial advisers?

Back from a recent expedition across the seas to the annual Fincon Conference and jumping on the opportunity to further understand the people and technologies that have changed the world in Silicon Valley, Pieta Diamantidis, Co-Founder of Caboodle Financial Services and aspiring ‘bionic adviser’ helps us to understand how far we’ve come since the first ‘tech bubble’, to what’s happening (or not happening) in the industry now and where this ever-evolving digital space is headed.

As this informative (and energetic) discussion coincides with the upcoming XY Adviser event ‘Silicon Valley on Bridge Street’; Peita, Ray & Adrian delve down the rabbit hole of some interesting and thought provoking topics such as:

  • Looking for ideas with applied innovation that can be effectively implemented to create real and lasting improvements to clients and/or staff and practice efficiencies
  • Why focusing on ‘creating’ the marketplace around an idea and then building the product is much more effective than the other way around
  • Companies in the tech space capturing psychological data with A.I. and how financial advisers can implement this into their advice proposition
  • Startups creating the tools to help advisers bridge the gap between data capture and the human connection
  • Looking for the next ‘Hoover’ idea and why it needs to change the way people engage with their money…

 

Identifying such interesting and at times controversial topics, Peita is excited as ever to expand on this by asking the hard-hitting questions with guest speakers Joel Robbie (Nod Money), Ben Heap (H2 Ventures) and Clayton Daniel (Sprout Super) at next week’s event.

If you have a question surrounding the disruptive Fintech space, feel free to shoot it through to contact@xyadviser.com and Peita be sure to address them on the night. Or better yet, grab your ticket for the event and ask the experts yourself. It’s going to be a cracker of a night!

Nov 10, 2017

Investing with your head and your heart. This sums up the work of Geoff Wilson and his team of investment fund managers at Wilson Asset Management (WAM).

With over 37 years’ experience in the investment market industry, Geoff Wilson pioneered Australia’s first ever listed philanthropic wealth creation vehicles (Future Generation Investment Company & Future Generation Global Investment Company) and has crafted a philosophy that benefits shareholders and investors and uses this as a driver to give back to the community by donating a percentage of investment returns to Australian and International charities.

Geoff brings the what’s, the how’s and the why’s of philanthropic investing by exploring some key elements including:

  • The major benefits offered to investors including access to top performing fund managers and the opportunity to be involved in the philanthropic process
  • The best types of clients suited to this style of investing
  • The benefits of investing in a system with increased job fulfilment, high fund manager retention and positive brand awareness
  • The abilities of top tier fund managers to pinpoint undervalued assets and investment mispricing opportunities to generate significant returns for shareholders and in turn charities
  • The benefits of having a scalable business model that produces positive philanthropic returns
  • The benefits of a Listed Investment Company (LIC) as opposed to other trusts

Geoff believes that as we move up the Maslow hierarchy of needs, there comes a time when we should ask ourselves how we can give back to the community we operate in.

“We all have a responsibility and a right to give back, and we are simply providing the funnel or the structure for this to happen” – Geoff Wilson. 

You’re going to love this one!

Nov 5, 2017

Having rubbish content is like trying to put lipstick on a pig” – Thea Cowie from 99Content

Thea Cowie is the editor and content marketing guru from 99Content who understands the importance of using content marketing to make your business’ brand really shine.

In today’s episode we explore all of the components that make up great content marketing and how you can implement these best practices to provide consistent, engaging and personalised content that will continually add value to your current and future clients and in turn, your bottom line.

During this exciting and comical Q&A discussion, Thea gives us the low down on the following:

  • How the Financial Services Industry has embraced content marketing
  • Why having good quality content is critical for successful content marketing
  • The do’s and absolutely do not’s of content marketing
  • Free online programs to help amplify the quality of your images and visuals
  • Traditional vs. Progressive advisers and how content marketing can benefit both
  • How to outsource content creation when you are not a natural writer (it’s really easy!)
  • How injecting your personality into your content is going to make you stand out from the crowd
  • Guest posting, the best types of content to create and how much time you should spend creating it…

…and much more!

 

There’s a piece of content on the internet for just about every topic. How are you going to ensure you position yourself as an expert in your industry and provide clients with quality, value added content to best help them through their financial journey?

 

Enjoy!

Nov 3, 2017

On this episode of XY Live, we will be discussing with Chris how to balance out all the competing priorities in your business, from business development to service innovation and getting the right people around you. As the current CEO of MyProsperity and ex CEO of Xero Chris will share the mistakes he’s made and many of the things he’s learnt at the business start up stage which are useful to financial advice practices.

Note: there was some great value shared in this session, however, audio issues were experienced at times. Please use the fast forward function to skip through when low audio quality is experienced.

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