Interviews by Phil Thompson and Ray Jaramis

In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.

Interviews by Ben Nash and Clayton Daniel

In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.

XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value

On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.

Interviews by Ben Nash and Ray Jaramis

Brian Kennaugh has been involved in Financial Services for over 30 years and credits much of the growth of his business to client referrals. In this session we're going to dive deep into the process of how Brian has been able to get over 78% of his clients to refer others to Brian's advice practice and what you need to know to implement a referral framework in your business.

Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan.

In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession and make a bigger difference to the lives of our clients.

Interviews by Phil Thompson and Adrian Patty

Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business

Interviews by Phil Thompson and Ray Jaramis

In this episode of XY Live with Matt Heine, joint Managing Director of Netwealth Group and passionate about innovation in financial advice, has talked about his recent US study tour and his learnings about the difference from the Australian market. Listen to what he has learned about using artificial intelligence and how algorithms can work wonders in our industry. Know more about tools and technologies from the US that can be brought over to Australia.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Vanessa Stoykov is the CEO of Evolution media group & No more practice with the objective of educating consumers on the importance of wealth and leadership via national television programs.

Nikhil Screedhar was the founder of Proadviser a fintech startup aimed at taking on the robo advice market. Nikhil shared the honest truth about how he launched and then decided to wind down the business. 

Nik was kind enough to shoot us through a handy two pager on some of the tips he shared with us during his session.