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.
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:
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?
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:
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…
“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:
…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!
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:
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.