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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: 2018
Dec 27, 2018

As a Financial Advisor, we’re sure you have an opinion about cryptocurrency. Some advisors are for it, others steer well away from it, but how educated are you about the new asset class… really?

Skye Dunworth (in/skye-dunworth/) is the computer scientist turned business management consultant turned Crypto entrepreneur who is on a mission to educate and empower (mainly) women in the cryptocurrency space with her app @Spendher. After being introduced to the world of blockchain and ‘internet money’ as Clayton calls it, Skye found a gap in the market which she believes can be filled through education and a way to easily trade and invest.

Here’s some highlights of this episode:

5:37 – Crypto as a brand new asset class

5:57 – Why pushing the hope out of Crypto is a good thing

7:37 - How Skye got started in Crypto

11:13 – What problems do you see Crypto solving in the world today?

27:05 - Trading volumes on the @Spendher app

29:45 – Why Crypto is an ever-evolving tech piece

41:15 – How Skye is helping advisors tackle the cryptocurrency conversation with clients

44:00 - Where you can find Skye and connect

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Dec 20, 2018

Donal Griffin (in/donalgriffin) of Legacy Law (www.legacylaw.com.au) is a specialist lawyer and ‘recovering’ Financial Advisor who is in the business of fighting families. Sorting out family fights that is. With over 25 years’ experience in legal affairs, Donal is proud to be known as the trusted legal advisor to families who are doing interesting things.

Donal has also put together a course for the XY online training platform which provides several practical takeaways and examples of how advisers can not only start the estate planning conversation with clients, but own it. You can check out his course here - https://www.xyadviser.com/courses/how-xy-advisers-can-get-into-estate-planning/

Here’s some of what you’ll learn in this episode:

1:42 – Is a binding financial agreement really binding? How does it actually work?

9:00 – What a typical work week looks like for Donal and the situations his client’s get themselves into

10:11 – The ramifications of digital signatures with trust deeds and the effect this has on SMSF’s

17:32 – Estate Planning – should advisors spend time in this area with clients or outsource?

19:07 - Best practices if you don’t want to include Estate Planning in your service offering

20:24 – The lowdown on Testamentary Trusts - the tax benefits and other things to be aware of

40:26 – How Donal successfully partners with Financial Advisors, and the value clients receive


XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Dec 12, 2018

Being a Financial Advisor is not all that different to being a cop, according to Shane Black of Pearl Financial that is.

As an ex police officer, Shane uses behavioural psychology to help clients get in tune with what’s actually important to them, rather than what they think should be important to them.

He’s a ‘Masters of Applied Finance’ graduate who switched from law enforcement to Financial Advice in 2012 and has been helping his client’s kick their biggest financial and lifestyle goals ever since. When he’s not working with clients or spending time with his young son William, you can find him cracking plenty of (dad) jokes in the XY Facebook Group (www.facebook.com/groups/XYAdviser).

Here’s the nuggets of FP gold from this episode:

5:32 – Why Shane re-branded to his business four years ago

8:23 – What Shane’s work hours looked like before his son was born to now and how he’s adjusted his workflows

10:21 – Virtual outsourcing and the first task Shane gave to a virtual assistant

17:15 – Where Shane find clients and his referral strategy

23:02 – What is Shane working on in his business now? Hint: the key theme is content

29:45 – What Shane does really well as an advisor, and what he wants to be really good at next

39:15 – Shane’s mission, and why he enjoys working with professionals and business people

Show Notes:

Shane Black on LinkedIn - www.linkedin.com/in/financial-planner-sydney/

Pearl Financial - www.pearlfinancial.com.au

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Dec 6, 2018

With marketing being the single biggest topic of discussion in the XY Community (www.facebook.com/groups/XYAdviser), we’re kicking off a brand-new series within the XY Podcast focused entirely on, yep you guessed it - marketing. Tailored for Financial Advisors but applicable to all other industry professionals, these episodes are going to give you practical examples and step by step processes with a look into how the most successful advisors are nailing this space.

First cab off the rank is none other than Ben Nash (LinkedIn:/benjaminjnash/) - Founder and Adviser of Pivot Wealth (www.pivotwealth.com.au) and Co-Founder of XY Adviser. Aside from a very strong beard game, Ben has built his advice business from scratch using a strategic and unique marketing strategy. This strategy evolved from Ben’s desire to never rely on anyone else to find clients, and we can confidently say he is nailing it.

This episode is a deep dive into the exact process Ben used to market his business and attract clients from day one. You’ll hear about the coaches, programs and mentors Ben has leveraged in building his business, why a support network has been a vital part of his success, how he promoted his live workshops and the impact they had on his audience, Ben’s total game changer when it comes to explaining his fees to prospective clients and why incremental improvements trumps trying to ‘jump the great wall’ every time.

Show Notes:

Get Unstuck book by Ben Nash - http://bit.ly/get-unstuck-book

Pivot Wealth - www.pivotwealth.com.au

Steve Salvia - www.blackwing.com.au

The three R's Worksheet - http://bit.ly/RRR-worksheet

Simon Bowen - www.modelsmethod.com

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Nov 29, 2018

Do you think Superannuation companies are taking advantage of Australians by having them unwittingly pay away their retirement funds in super fees? Chris Brycki thinks so.

Chris Brycki (LinkedIn: /in/brycki/ ) is the Founder and CEO of Stockspot (https://www.stockspot.com.au) – an online investment robo-advice company with a mission to help more Australians access expert investment advice and portfolio management. He’s also on a mission to do away with high fees, confusing jargon and lack of transparency which he believes is giving Financial Services a bad reputation.

In this episode, Chris sits down with Clayton and Ray from XY Adviser to discuss Stockspot’s annual ‘Fat Cat’ Report, why Chris believes super companies are experiencing diseconomies of scale, why Chris started a robo-advice company and whether it can be integrated with traditional Financial Advice and why you need an ‘edge’ when making an investment decision.

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Nov 22, 2018

As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they want in life, but how’s your sales skills? Do you tailor your communication methods to suit individual clients and provide a great experience? How do you demonstrate your worth as an advisor and overcome any objections?

Davina Poletto (LinkedIn:/davinapoletto/) is the Customer Success Coach from SalesITV (www.salesitv.com.au) with 20 years’ combined experience in funds management with a brief period as a Financial Advisor. Having always had a passion for sales and from her experience in Financial Services, Davina believes somewhere along the way sales has become a dirty word when it really doesn’t have to be.

In this episode, Adrian and Davina discuss the negative impact excessive administration and compliance requirements has on delivering great advice, why advisors need a solid support system to deliver compliant advice, why sales skills are an integral part of the advice process and the outcome of selling ethically versus selling in a pushy or aggressive manner.

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is proudly supported by netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Nov 14, 2018

One thing we know about the XY Community is they love hearing from other Financial Advisors and listening to what they’ve been up to, and one very interesting Advisor who is well worth hearing from is the ‘grandad’ of XY Adviser – Dean Holmes (LinkedIn:/mrdeanholmes/).

Dean is the Co-Founder and Wealth Advisor at Absolute Wealth Advisors (www.absolutewealthadvisors.com.au). He also supports four other innovative Financial Advice businesses under his AFSL The Wealth Network (www.wealthnetwork.net.au). When it comes to taking on new advisors under his license ‘wing’, Dean says choosing the right people is crucial; there must be an alignment of vision and an alignment of values between both parties because the decisions you make about people in the front end of your world ultimately affect the decisions you make within your businesses later on.

In this episode you’ll learn how to find the right people to join your organisation, the benefit of incorporating a business coaching program into your organisation (and the one Dean uses), the importance of building trust with prospective clients and the different ways Dean has watched advisors in his network do this and the outcome Dean and Clayton would like to see from the Royal Commission.

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Nov 8, 2018

Imagine having access to a proven financial coaching strategy designed to help millennial clients smash their financial and lifestyle goals and become the best version of themselves. Now imagine learning this strategy from the #1 Advice firm for millennials - Wealth Enhancers (www.wealthenhancers.community).

Finn Kelly (@TheFinnKelly) is the Wealth Enhancers co-founder, Young Presidents and Entrepreneurs Organisations Forum Facilitator, Speaker and Millennial Money Expert who built a niche business model which didn’t yet exist in Financial Services. Aside from providing a highly successful financial coaching service to high performing millennials, Wealth Enhancers have also built a strong and reputable brand which has become well renowned not only in the finance industry but with consumers seeking advice.

In this episode, Finn explains the key differences between a Financial Adviser and a Financial Coach, how Wealth Enhancers built a different view of Financial Advice for a generation who traditionally haven’t sought advice, the four elements you need in your offering to help millennials build financial wealth and how Financial Advisers can work together to raise the collective consciousness and provide great advice to those who really need it.

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Oct 29, 2018

Imagine being part of a career advocacy program specifically designed to help female financial advisers obtain guidance, advice and support from other experienced and successful advisers to help them achieve their full potential.

Allison Macfarlane (LinkedIn: allisonmacfarlane/) is the Distribution Manager from Centuria (www.centuria.com.au) who has a wealth of experience working closely with Financial Advisers and is passionate about supporting women in Financial Services through the Financial Executive Women Association (www.executivewomeninfinance.com.au/).

In this episode, Allison and Ray discuss why we’re seeing more females start a career in Financial Services than ever before and why the current regulatory framework needs to change to reach the 80% of consumers who would benefit from sound financial advice. Allison also explains how Centuria’s unlisted and listed property funds work, the types of Advisers suited to this model of specialist investing and the licensing requirements you need to be aware of.

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Oct 25, 2018

Are you a Financial Adviser looking for ways to engage more people with their money? Learn from a business strategist, innovator and financial adviser who has created a platform giving more people access to great financial support to make better financial decisions.

Gavin Glozier (@GGlozier) is the Director & Co-Founder of Your Wealth Hub (YWH) (www.yourwealthhub.com.au) who works with progressive employers to deliver financial wellness programs to employees designed to alleviate financial stress around money and improve workplace morale and productivity.

In this episode, Gavin explains how YWH is able to go into a workplace and give employees a safe space to discuss their financial problems, how Financial Advisers can leverage the power of education to help more people start engaging with their money, how Gavin runs four businesses while working remotely from Bali for part of the year and whether Gavin believes legislation will get re-written to de-couple financial advice from products post Royal Commission.

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Oct 18, 2018

When it comes to vertical integration and regulatory requirements in the advice industry, there’s no one more qualified to give us the 101 then Claire Wivell Plater (@ClaireWivPlat) of The Fold Legal (www.thefoldlegal.com.au).

In this insightful episode with Ray and Adrian of XY Adviser, Claire discusses whether the industry has an issue with ‘vertical integration’ or rather a ‘conflict of interest’. She also explains what Target Market Determination is and how it will help advisers provide more appropriate advice as well as the key to managing the potential issues that arise with in-house products.

If the words compliance, best interest duty or vertical integration have ever made your ears prick up, this is the episode you want to listen to.


XY Adviser Online Training Platform -
https://www.xyadviser.com 

General Disclaimer -
https://www.xyadviser.com/disclaimer/

 

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Oct 11, 2018

Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: www.absolutewealthadvisors.com.au/ )who juggles a family of three kids and holds the unofficial record for the loudest keyboard tapping (according to Ben). Stella started out providing great customer service to clients nine years ago as a CSO and is now providing great strategic advice to families and individuals, and loving it!

In this episode, Ben and Adrian find out what work-life balance looks like for Stella, how the AWA team structure their upfront and ongoing services, how they shift their advice process to cater for both younger and older clients, the benefits of mapping out client reviews a year in advance and how AWA is leveraging videos to train staff and educate clients.

XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

Oct 4, 2018

Brian Parker (@parkernomics) is a public speaker and regular on Sky Business as Sunsuper’s Chief Economist (www.sunsuper.com). Aside from great banter, Brian also has over 20 years’ experience in asset allocation, macroeconomics and the art of investing.

In this episode, Brian, Clayton and Adrian discuss key macro factors advisers need to be aware of as well as a snapshot of what’s happening across international markets. Brian also touches on jobs likely to be the source of growth in the future and what makes a sound investment. Adrian opens up the ethical investing and social business conversation while Clayton wants to know if AI is really making humans redundant in Financial Services.  

 

XY Adviser Online Training Platform  -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

 

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

Sep 27, 2018

Pop the virtual champagne – XY Adviser celebrates its 100th podcast episode - and what a ride it’s been! We invited XY legend Naomi Christopher (@naomi_midwinter) into the studio to reflect and reminisce on early podcast episodes, the modern adviser conference and the day the XY Adviser idea was born.

We also discuss how the XY community has evolved thanks to incredible peer to peer engagement (shout out to XY champion Dylan Martin) and give insights into what it’s like to moderate a group of 2,500 + professionals.

We look at how far advice has come, where it’s headed and how the XY Community is going to help it get there. And in light of everything going on in the industry, Ben poses the question – in 12 months from now, will more or less people have a financial adviser?  

 

XY Adviser Online Training Platform  -

https://www.xyadviser.com

 

General Disclaimer -

https://www.xyadviser.com/disclaimer/

 

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

Sep 20, 2018

There has been plenty of discussions as well as some confusion in the XY community around QROPS. What is it (really) and how do we help our UK expat clients in this space compliantly? So to go beyond just the nuts and bolts of it all, we went straight to the source and invited Adam Turk (@adamdturk) – UK Expat and CEO of Harbourside Capital (www.harboursidecapital.com.au/) into the studio to give us the lowdown.

Aside from getting the ‘everything you need to know about QROPS’ spiel, this episode also explores (and debates) Best Interest Duty, holistic advice against vertical integration, important changes coming for anyone using an MDA and Adam’s take on passive investing. 

Let the debate begin….


XY Adviser Online Training Platform  -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

 

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

Sep 13, 2018

Chris Bates (LI: /christopherbates/) is one half of the brains behind new property podcast ‘The Elephant in the Room’ (www.theelephantintheroom.com.au/) which has already seen up to 300 downloads per day. It’s not your typical property podcast with Chris focusing on what buyers and sellers should and shouldn't do, whether or not we should trust real estate agents and how to play the 'auction' game.

In this episode, Chris (Director and Adviser of Wealthful - www.wealthful.com.au/) sits down with Ben and Clayton to discuss how his podcast has become an education piece for his clients, the impact and importance of behavioural finance (did someone say cognitive minimalism?), how Chris is streamlining his business processes before looking to hire and why staffing is such a pain point for new(ish) self-employed advisers.

 

XY Adviser Online Training Platform  -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

 

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Sep 6, 2018

Hayley Pearse (@hayleycpearse) of Caboodle Financial Services (www.caboodlefs.com.au) is the ‘knowledge sponge’ and go-getter Associate Adviser turning what her clients often perceive as complex, into simple and easy to understand conversations. She’s a former CSO and Compliance Officer who knows more than a thing or two about building strong and authentic client and business relationships.

In this banter-filled episode, Hayley highlights the benefits a solid support staff network can have in your business (shout out to Hilary at Caboodle), how Hayley breaks down the barriers that comes with being a young female adviser and how she is using email automation to nurture Caboodle’s large client database.

 

Support us on Patreon -

https://www.patreon.com/xyadviser

Join XY Adviser -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

 

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Aug 30, 2018

Michael Houlihan (LinkedIn: /michael-houlihan-2a24b818) is a guy who definitely doesn’t know how to sit still. He’s the CEO of Mainstream Superannuation Services  – a Superannuation Administration House, CEO of a small industry super fund, part owner of a Financial Planning firm and Director of a Research Firm, and that’s just his professional life. 

He’s a wealth of knowledge in the finance space, which is why we sat down with Michael for a deep dive discussion into the history, the differences and the future of industry and retail funds, how to raise consumer engagement around super, why he believes the superannuation landscape will look vastly different in five years, passive vs. active investing and Michael’s process for choosing appropriate direct investments.

This episode is certainly relevant to all advisers and highlights some thought-provoking ideas and opinions on a wide range of topics.

 

Support us on Patreon -

https://www.patreon.com/xyadviser

Join XY Adviser -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

 

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.


If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Aug 23, 2018

Since pivoting from financial advice into a more permanent mortgage broking role, Marcus Roberts (@mrmarcusroberts) of Brighter Finance (www.brighterfinance.com.au) is the co-creator and co-host of the new Sydney Property Insider podcast (www.sydneypropertyinsider.com.au). A B2C podcast created with the intentions of providing property purchasing advice without the hard sell (no off-the-plan spruiking here!).

This episode is one part stand-up comedy and one part thought-provoking discussion with Marcus sharing the process, the costs and considerations of setting up a new B2C podcast in the finance space, why he chose a podcast over blogging and why he shifted from Advice to Mortgage Broking (and is killing it in the referral space).

Support us on Patreon -

https://www.patreon.com/xyadviser

Join XY Adviser -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Aug 16, 2018

She’s been dubbed the ‘Walking Corporations Act’, and has been on the pulse of Financial Services regulation since the beginning of the AFSL. So, if you’re thinking about self-licensing or if the regulator ever comes knocking, Jaime Lumsden Kelly (@jaimelumsdenkel), Solicitor Director from The Fold Legal (www.thefoldlegal.com.au) is who you’ll want to call.

In this episode, Clayton and Jaime discuss what self-licensing is, how it works and everything you need to consider if you’re thinking of going down the independent path. Jaime gives examples of how some Advisers have come unstuck, the risks associated with self-licensing and what she believes is the root cause of conflict between ASIC and Advisers (and how we might fix it).

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https://www.patreon.com/xyadviser

Join XY Adviser -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.


If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Aug 9, 2018

Like most entrepreneurial journeys, Drew Davison’s (LinkedIn: drew-davison-b0013aba/) began when he saw a huge pain point for agents in the digital marketing of real estate. This led to his light bulb moment on a beach in October 2013 where B4 Real Estate (www.b4.com.au) was born; a piece of tech now being dubbed the ‘Tinder of Real Estate’.

This episode is a deep dive and step by step discussion into the long and arduous, but rewarding journey of bringing a real-time property app to market. Drew reflects on things he would do differently and how he used an out-of-the-box marketing strategy to make noise in a market dominated by two giant players.

Support us on Patreon -

https://www.patreon.com/xyadviser

Join XY Adviser -

https://www.xyadviser.com

General Disclaimer -

https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Aug 2, 2018

From the humble beginnings of a ten-person startup in 2010, to now being one of the Australia’s fastest growing companies with 700 + staff, ex-financial planner and devoted family man Chris Muddell (LinkedIn: chris-muddell-41132a14/) has been at the forefront of growth and sales at Employsure (www.employsure.com.au) – an innovative external HR solution for small businesses.

Chris’ authentic approach to building relationships and helping SME’s create rock solid employment relations is phenomenal. This episode is full of great banter and plenty of insights as Chris educates the XY team on how to nurture employees to be self-starters, why setting expectations during the employee on boarding process is crucial and how to authentically integrate a sales mentality as an adviser.  

Support us on Patreon -
https://www.patreon.com/xyadviser

Join XY Adviser -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

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If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Jul 26, 2018

Vince Scully (LinkedIn:/vincescully) is the Financial Adviser, Author and Chief Sherpa at LifeSherpa (www.lifesherpa.com.au) who, with the use of just one personality profile, can instantly understand the psychological traits of his clients and is able to translate their life goals into financial goals while managing their emotional journey along the way.

How does Vince successfully use lead generation tactics? What are the conversion rates really like? And what led him to start a business targeting the 80% of Australians who do not seek financial advice? Clayton and Adrian drill down on all of this with Vince and much, much more...

Support us on Patreon -
https://www.patreon.com/xyadviser

Join XY Adviser -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around, which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.

If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

Jul 19, 2018

After stepping out of the Military and falling into insurance sales by accident, Ryan King (LinkedIn:/ryan-king-announcer/) of the Announcer Group (www.announcer.com.au) is an energetic and passionate financial adviser now making some serious waves in the industry.

In this comical and down to earth discussion with Clayton and Ray of XY Adviser, Ryan opens up about his transition into Financial Services, how a research paper shaped his niche clientele, why understanding behavioural psychology is important for effective client communication and what it means to be a great adviser.

With plenty of insights and practical takeaways, there’s sure to be something in this discussion today that you can implement in your business tomorrow. 

Support us on Patreon -
https://www.patreon.com/xyadviser

Join XY Adviser -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.

They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.

Jul 12, 2018

If you’re interested in getting Paul Mann’s accurate crystal ball reading on where the financial advice industry is headed… unfortunately, you won't get that here. What you will get instead is, an at times heated and opinion fuelled discussion between Paul, Clayton and Adrian on just about every topic in financial services that has Paul asking why this industry is so convoluted?

If FASEA, the Royal Commission, dealer groups, self-licensing, corporate superannuation, the Productivity Commission, fee for service or insurance has ever been even just a blip on your financial radar, schedule an hour in your calendar and give this episode your full and undivided attention.

Paul Mann is the principal and adviser of True Direction Financial and an innovator and thought leader in Financial Services. You can connect with him via LinkedIn (/paul-mann) or through his website www.truedirection.com.au.

 

Support us on Patreon -
https://www.patreon.com/xyadviser

Join XY Adviser -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.

They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.

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