Info

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.
RSS Feed
XY Adviser
2020
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February


All Episodes
Archives
Now displaying: December, 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.

1