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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: April, 2018
Apr 26, 2018

XY Adviser started when a handful of curious financial advisers wanted to know what others in the industry were doing and how they could improve their business practices. From just a couple hundred members to now etching towards 2,000 with an average active user rate of 70% each day, it’s obvious the Facebook Group (www.facebook.com/groups/xyadviser) is the heart and soul of what makes the XY community so great!

In this podcast, Clayton and Adrian discuss how the community has evolved over time and give us a sneak peek at the biggest thing to hit XY in just a few weeks (hint: it will provide a crazy level of value for advisers!). The conversation also steers in other directions as they shoot the breeze on the best adviser business model, how to incorporate tech while still providing a high touch client experience, the benefit of having an initial consult fee and how advisers could incorporate ‘lifestyle management’ into their value proposition.

Opinions, ideas, hacks and rants - this episode has it all.

A big thank you and virtual high five goes out to our major partner HUB24 (www.hub24.com.au) and also to Centuria (www.centuria.com.au) for their support in helping us collectively drive our profession forward.

Apr 19, 2018

Caitlin Iles’ (@ms_iles) story is one we’re sure Universal Studios wish they could get their hands on. After discovering she was dyslexic in year 12 she then went on to start a property investment company in Dubai at the age of 24, receive an invitation to Necker Island from ‘Mr. Virgin’ himself and is now creating the largest portfolio of female founded startups through her Venture Capital firm Capital XX (www.capitalxx.com).

Her extensive knowledge and passion becomes very apparent as she explains the current situation and the benefits of having female founders in the startup world, the most important trait entrepreneurs need to have, how to carry out due diligence on potential investments, why the traditional VC model hasn’t necessarily been the most optimal and how advisers, both male and female can (really) disrupt the financial advice space.

To anyone who has ever thought of giving the startup world a go, especially those with the XX chromosome, do not let fear, concern or worry get in the way because “to be an entrepreneur, you need to be a little bit crazy” – Caitlin Iles.

A big thank you to our major partner HUB24 (www.hub24.com.au) and also to Centuria (www.centuria.com.au) for supporting the podcast that is driving the positive evolution of financial advice.

Apr 12, 2018

After ‘retiring’ from the unique Latvian sporting code that is Novus, Berin Delforce (@stickmanwealth) of Stickman Wealth Management (www.stickmanwealth.com.au) switched the snooker-like table for SOA’s. He never initially had his sights set on Financial Planning though. It was only after a tumultuous job history (his words, not ours) that he saw a great entrepreneurial opportunity within the industry.

Not too dissimilar to the Novus game, this podcast bounces around in all kinds of directions and elaborates on some great topics such as Berin’s early business challenges, the philosophy behind his awesome business name, the key to successfully outsourcing, when you should niche down in a business and how advisers can delight their clients.

While touching on the client experience, Berin throws it out to the audience and asks what other XY advisers are doing to delight their clients; to go beyond the expected level of service and differentiate themselves in the market. You can jump in on the conversation and reach out to Berin at hello@stickmanwealth.com.au.

A big thank you to our major sponsor HUB24 (www.hub24.com.au) and to Centuria (www.centuria.com.au) for the continued support.

Apr 5, 2018

We think it’s fair to say that despite being one of the most debated topics within the XY Community, it’s also a topic that fosters the biggest absence of knowledge. We are of course talking about… cryptocurrency.

To combat this, we’ve brought in one of the most qualified people in this space to define, debunk and dive into the ins and outs of cryptocurrency. As a qualified accountant, stock broker, financial adviser and business coach to over 4,000 financial planners, Warrick Pleash (@warrickpleash) the now partner manager of Bitcoin Trader (www.bitcointrader.org.au/) uses some awesome (and hilarious) analogies to explain what crypto is, what a blockchain is, how crypto is valued, where it sits relative to estate planning, market volatility of bitcoin and crypto’s place within an investment strategy.

The aim of this podcast is to simply help advisers understand the fundamentals of cryptocurrency better so that when faced with a question about the evolving ‘internet money’ from a client, a loved one or a friend, they can handle it from an informed and educated space.

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

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