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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: 2019
Dec 18, 2019

From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father.

Plan 4 Financial Group Website: https://www.hillross.com.au/plan-4-financial-group/
Jade Eley Linkedin: https://www.linkedin.com/in/jadeeley/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Dec 16, 2019

Today, Clayton sits down with Pascale Helyar-Moray. From JP Morgan to launching a jewelry business, heading up a super fund to finally landing on a unique proposition to help people grow their super, Pascale has had a very interesting career. From an adviser's perspective, her solution is an easy additional piece of value add you can provide your clients.

Super Rewards Website: www.super-rewards.com
Pascale Helyar-Moray Linkedin: https://www.linkedin.com/in/pascale-helyar-moray/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Dec 11, 2019

Welcome back to the XY Adviser Podcast! This time, Clayton is joined by William Johns - financial planner, social entrepreneur and human rights advocate.

Health Finance and Claim Right Website: https://healthfinance.com.au/ & http://www.claimright.com.au
William Johns Linkedin: https://www.linkedin.com/in/williamjohns1/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Dec 10, 2019

Sam Henderson was front and centre at the Royal Commission in to banking misconduct. His name and face filled the front pages of newspapers. Sam discusses the facts of his case, how he could've done things better, and why financial advisers should remain positive about their industry. We also chat about the effects all the changes are having on mental health across the industry, and how Sam dealt with the fallout of the Royal Commission personally.

Sam Henderson Website: https://samhendo.com
Sam Henderson Linkedin: https://www.linkedin.com/in/sam-henderson-5897a024/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Dec 4, 2019

Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he handles the complexities of high net wealth clients. We cover a broad range of topics, and provide insights on how to enter in to this type of advice.

Stewart Partners Website: https://www.stewartpartners.com.au/
Brendon Vade Linkedin: https://www.linkedin.com/in/brendonvade/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Dec 2, 2019

In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA.

True Direction Website: https://www.truedirection.com.au/
Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 27, 2019

Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020.

FASEA Website: https://www.fasea.gov.au/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 25, 2019

Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible.

Certainty Advice Group Website: https://certaintyadvicegroup.com/
Jim Stackpool Linkedin: https://www.linkedin.com/in/jimstackpool/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 20, 2019

On today's episode, Clayton talks to Chris Carlin - 2019 AFA Rising Star Award Winner, founder of Master Your Money Now, Financial Planner and Mortgage Broker.

Master Your Money Now Website: https://masteryourmoneynow.com.au/
Chris Carlin Linkedin: https://www.linkedin.com/in/chriscarlin1/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 18, 2019

Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who specialises in developing policy, process and technology solutions that empower advisers to do more.

Patrick Flynn Website: https://patrickflynn.info/
Patrick Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 13, 2019

Today, Clayton talks with Andrew Inwood - the founder and CEO of the Coredata Group with global operations. He focuses on the area of Behavioural Economics, with a particular interest in the process of trust transfer between individuals and corporations.

 

Episode Resources:

Core Data Website: https://www.coredata.com.au/
Andrew Inwood Linkedin: https://www.linkedin.com/in/andrew-inwood-0207178/

 

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

 

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest-growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big-time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

 

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

 

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 11, 2019

In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments.

Episode Resources:

Goodments Website: https://goodments.com/
Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/

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

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 6, 2019

In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice.

Episode Resources:

Responsible Investment Website: https://responsibleinvestment.org/
Simon O'Connor Linkedin: https://www.linkedin.com/in/simonoconnor/
Additional resources: https://responsibleinvestment.org/financial-adviser-guide/

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

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Nov 4, 2019

In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment.

 

Episode Resources:
Sustainalytics Website: https://www.sustainalytics.com/
Marco Sepulveda Linkedin: https://www.linkedin.com/in/marcosepulveda/
Marco Sepulveda Email: marco.sepulveda@sustainalytics.com

 

Responsible Investment Association Australasia (RIAA): https://responsibleinvestment.org/
Responsible Returns Web Tool: https://www.responsiblereturns.com.au/
Morningstar Behavioral Insights: https://www.morningstar.com/company/behavioralinsights
UN Principles for Responsible Investment: https://www.unpri.org/

 

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

 

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Oct 30, 2019

In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world.

Episode Resources:

Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au
Hope Evans Linkedin: https://www.linkedin.com/in/hope-evans-07a69539/

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

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Oct 28, 2019

Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about the benefits of ESG investing.

Episode Resources:

Morphic Asset Website: www.morphicasset.com
James Tayler Linkedin: https://www.linkedin.com/in/james-william-tayler-547739a/
Additional resources: https://www.responsiblereturns.com.au/ & http://www.ethicaladviserscoop.org/

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

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Oct 23, 2019

In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin - the Founder and Adviser at AdeleMartin.com and Firefly Wealth. Adele talks about how to create a following using social media to create a full funnel of inbound clients.

Episode Resources:

Website Adele Martin - https://www.adelemartin.com

LinkedIn - https://www.linkedin.com/in/adelemartin/

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

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/
 
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ (20% off for XY+ members https://www.xyadviser.com/plus
Oct 16, 2019

In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients. 

Episode Resources: 

Wealthful Website - https://www.wealthful.com.au/

Chris Bates LinkedIn - https://www.linkedin.com/in/christopherbates/

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

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Oct 10, 2019

In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the Investment Director at Kelly+Partners Private Wealth – to talk about doing partnerships with the more traditional partners in financial advice.

Episode Resources:

Kelly+Partners Private Wealth Website - https://kellypartners.com.au/
Shane Hay LinkedIn - https://www.linkedin.com/in/shane-hay-6a884250/

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

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Oct 3, 2019
If there was a person at the pointy end of what the Royal Commission has done to advisers, then Neil Macdonald the CEO of the AMP Financial Planning Association is that person. In today's episode, Clayton talks to Neil about how AMP arrived at their decision to cut the valuations of businesses across the AMP license, and about how the AMPFPA is now organising the class action suit to fight this decision in court. An important one for all financial services participants to listen to as we learn what advisers are doing to push back.

Episode resources:
Neil Macdonald’s Linkedin: https://www.linkedin.com/in/neilgmacdonald/
AMPFPA website: https://ampfpacommunity.force.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.
Sep 26, 2019

Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser.

On today’s episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful content for them, creating services that offer autonomy for your clients, and determining which are ego-feeding projects and which ones are worthwhile.

Episode Resources:
Melissa Browne LinkedIn: https://www.linkedin.com/in/melissa-browne-5262b020/
Melissa Browne website: https://www.melissabrowne.com.au/
A&TA website: https://www.byata.com.au/
The Money Barre website: https://www.themoneybarre.com.au/
(43:10) Fathom website - https://www.fathomhq.com/

 

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

 

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Sep 19, 2019

On today’s episode, we’re starting the conversation on how to nail the profit phase of an awesome advice business. We’ve brought in the unapologetic financial-advisor-turned-podcast-master Glen James to share his story on how he stumbled upon the podcast industry, strategies for growing a successful podcast/business, commitments to your goals, and positioning your business for profit while providing great value to your target market.

Episode resources:
Glen James LinkedIn: https://www.linkedin.com/in/glenjames/
Sort Your Money Out website: https://www.sortyourmoneyout.com
Online course: https://www.sortyourmoneyout.com/online-course

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

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Sep 17, 2019

Today, we’ve got Clayton with business-coach-turned-businessman, David Carney--- CEO of Virtual Business Partners, a back-office solutions company for financial planning firms in Australia.

 

Listen on as David defines success, demystifies the pros and cons of outsourcing, how to create and maintain an effective, thriving culture-based business, keeping up with compliance and more!

 

Episode resources:

David Carney LinkedIn - https://www.linkedin.com/in/davidcarneyvbp/

Virtual Business Partners website: https://virtualbusinesspartners.com.au/

(49:30) Careers and Culture Page: https://careers.virtualbusinesspartners.com.au/

 

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

 

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.

 

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Sep 12, 2019

"Your team should be better than you" is just one of the wise words from the legendary Centaur--- Hugh Robertson, managing director of Centaur Financial Services. Listen in for his note-worthy advice on increasing work-efficiency, capturing data on the first meeting, looking not only for the right client but the right talent as well and other golden nuggets.

Episode resources:
Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp
Hugh Robertson website: http://www.hughrobertson.com.au/
Centaur Financial Services website: https://centaurfinancial.com.au/

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

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Sep 5, 2019

In today’s episode, Ben is with Dean Holmes - co-founder and director of Absolute Wealth Advisors AKA the “Efficiency Guru”.

Listen in as they talk about acquiring the ideal clients, buying and selling businesses, setting priorities and outsourcing to increase efficiency and ultimately scale your business.

Episode resources:
Dean Holmes LinkedIn - https://www.linkedin.com/in/mrdeanholmes
Absolute Wealth Advisors website - http://www.absolutewealthadvisors.com.au/

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

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

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