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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: March, 2018
Mar 29, 2018

Neil Rogan (www.linkedin.com/in/roganneil/) of Centuria (www.centuria.com.au/) is the guy turning investment bond jargon into terminology that advisers can easily understand and use with their clients. Thanks to the XY community for throwing up the investment bond discussion on several occasions; you asked and we listened.

This podcast explores the ins and outs of investment bonds – what they are and where they sit in the investment world, when you should consider an investment bond for your client, key features to look for in a bond, the estate planning advantages of investment bonds and the implications faced (or not faced) with legislative changes compared to superannuation.

Neil Rogan is in the business of equipping advisers with relevant tools to help them make informed decisions when looking at investment bonds for their clients.

A big thank you to our major partner Zurich (www.zurich.com.au) and also Sunsuper (www.sunsuper.com.au) for the continued support.

Mar 21, 2018

For those eagerly awaiting a smooth and sultry solo podcast from Clayton Daniel, unfortunately (or fortunately?!), thanks to Ben Nash you’ll have to continue waiting for that one. In this episode, Ben and Clayton shoot the breeze and give us an update on the XY Adviser community and discuss why this awesome group just might be the sanity check we all need as to where we, as advisers and the industry itself is headed.

We especially loved the conversation around these topics:

  • The astounding stats on XY’s group conversations (hint: it’s in the 4 digits)
  • The compounding effects of fostering a community full of people dedicated to pushing our profession forward
  • How to leverage the demand for direct consumer financial education
  • The three types of clients and the biggest market gap
  • The education debate and the impact this will have on advisers

So what does the future of financial advice look like? Will more or less people seek out a financial adviser and what does the financial services profession look like in 10 years’ time?

A big thank you to our major partner Zurich and also to Sunsuper for the continued support.

Mar 15, 2018

Chris Bates of Wealthful is the Financial Adviser and Mortgage Broker with a very unique (and very successful) service offering for young families looking to ‘live a life fulfilled with what they value’.

Step inside his virtual LinkedIn abode and you’ll instantly get a feel for the kinds of ideas, information and opinions that swirl around in Chris’ head on the daily. With his short form posts reaching an audience of 20,000 + people a day, it’s obvious his stuff has a lot of merit and is having a very positive effect on his 18,000 + followers (and his bottom line).

This podcast swings in all kinds of directions and touches on some really interesting stuff like:

  • How to nail your LinkedIn presence Chris Bates style
  • How to use social media to develop client relationships at scale
  • Chris’ bold and unique approach to qualifying (or de-qualifying) potential clients
  • Chris’ advice on how not to get blocked by LinkedIn… twice.
  • Chris’ tips on the current property market and where it’s headed

We’re just thankful Chris made it out of Africa prison-free to sit down and chat with us. Yep, for the full (uncensored) version of THAT story, you’ll definitely want to tune in for this episode…

 

A big thank you to Zurich our major partner and also to Sunsuper for the continued support.

Mar 7, 2018

“Our mission is to be the Amazon of Comparison sites” – Fred Schebesta

When it comes to Fred Schebesta, we could tell you about the digital agency business he started and then sold to a publicly listed company at the ripe age of 25. We could tell you about the plethora of awards he’s received OR we could just tell you that Fred has got the ‘direct to market’ business model crafted down to such a fine art, it’s the reason his company finder.com.au receives over 6 million unique visits a month! So what’s his secret? 

If you want to:

  • Understand your audience and clients better than anyone else
  • Know how to create amazing content that speaks to your different consumer personalities
  • Learn how advisers and companies like Finder can foster highly valuable partnerships
  • Open your mind to the possibilities of Cryptocurrency

…then this podcast has your name written all over it.

Let us let Fred leave you with this – “If you think that crypto is a scam, a pyramid scheme or it’s non-existent, you sound like someone who is looking at the early internet”.

And that’s coming from a guy who is about to launch a platform where sophisticated investors can buy cryptocurrency between $250k up to $300million!

 

A big thank you to our major partner Zurich and also SunSuper for the continued support.

Mar 1, 2018

What do the words dulcet and game-changing business coach have in common? Two words. Stewart Bell.

Stewart is the industrious business coach of Audere Coaching & Consulting who is teaching frustrated advisers how to turn their business challenges into opportunities.

Having spent the last two decades working with financial professionals, Stewart has seen significant shifts in the way our industry markets itself and how to do it effectively. Aside from the Tinder references, here’s our favourite takeaways from this podcast:

  • The biggest asset of a startup advice business
  • The digital platform set to take over from email marketing according to Stewart
  • How to position the asking of referrals in a way that actually works
  • Why information is useless if not implemented correctly, or at all
  • The importance of accountability in any business model

If not for the endless nuggets of wisdom, listen to this episode purely for the 'dulcet' sounds of Stewart Bell who will inspire you to think outside the box when it comes to innovation within your business.

A big thank you also to our major partner Zurich and also to SunSuper for the continued support.

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