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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: February, 2019
Feb 27, 2019

A question the Financial Advice industry has been asking for a long time is - how do we attract the 80% percent of people who do not seek advice?

To tackle this problem head on, Paridhi Jain (LinkedIn: /paridhi-jain) instead started asking - how can I educate people on money fundamentals and enable them to progress to a point in their life where they can afford to engage the services of a Financial Advisor? Enter Skilled Smart (https://skilledsmart.com.au).

Before Paridhi founded Skilled Smart, she spent a lot of time talking to both potential students and financial advisors to better understand their problems and how she might be able to bridge this gap in money education.

Through Skilled Smart, Paridhi has developed a six week program and partners with finance professionals to teach and help adults navigate their way around the ‘money game’.

In this episode you’ll learn:

4:30 - What inspired you to start Skilled Smart?

14:53 – What are the other options for those who can’t afford advice?

20:50 – The importance of dialling down financial jargon and taking it back to basics when educating clients

24:50 - Two techniques you can use to better understand your clients problems

42:28 – What is the most important thing to learn about money?

48:40 – Is your program white labelled?

XY Adviser Online Training Platform -
https://www.xyadviser.com

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 $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers 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.

Feb 20, 2019

There’s a new wave of Financial Advisors emerging. They’re courageous, they’re status quo disruptors and they want to deliver great advice with purpose.

And when it comes to purpose-driven advice, there’s arguably no one more determined than Tristan Scifo (LinkedIn:/tristanscifo) - the financial advisor, mentor and coach behind Purpose Advisory (www.purposeadvisory.com.au).


Tristan is a proud optimist and passionate ‘equipper of people’ who helps clients discover a deeper understanding of themselves, identify their purpose and mould a wealth creation strategy to suit.

He was also one of the 400 Dover Financial Advisors who were abruptly left without a license back in July 2018. So how did he bounce back from this challenge, and what has he been up to in his business? You’ll learn about this and much more over the next 45 minutes.

Episode highlights:

3:30 - So Dover collapsed and you lost your new license. What did you do next?

12:14 - How are you blending fulfilment retreats with Financial Advice?

24:21 - What is the new wave of Financial Advice?

28:45 - A real-life example helping clients find their truth and taking action

30:18 - The power of asking questions and challenging your clients goals

32:40 - The 'Awesome Advisor' concept and what a purpose-driven advice business looks like

41:35 - What’s the one thing the advice industry should change to become better?

XY Adviser Online Training Platform -
https://www.xyadviser.com

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 $10b 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.

Feb 13, 2019

Most Financial Advisors know how to deliver amazing advice to their clients, but have absolutely no idea how to market themselves to new or existing clients.

There are however a select handful of Advisors who truly understand the power of content marketing and use this as a tool to engage and educate their client base while maximising every opportunity to attract new and sticky clients. So, which advisor are you? Or a better question might be, which kind advisor do you want to be?

David Barbeler (LinkedIn:/davidbarbeler) and Thea Cowie (LinkedIn:/theacowie) are the brains behind 99Content (www.99content.co), a white label content subscription service specifically for Financial Advisors and Mortgage Brokers. They’re helping Advisors deliver punchy and digestible content direct to their clients, leaving them more time to do what they do best - give great advice.

Here’s what you’ll learn in this episode:

8:15 – Why is content creation such a powerful form of marketing?

9:00 – How are you nailing the process of getting content in front of advisers’ clients?

18:14 – Easy things you can do to create content (when you’re not a writer)

27:40 – How do you go about deciding on the content? What are you seeing trending?

30:55 – It’s all about the hook! What is it? How do you draw your readers in?

46:18 – Your #1 tip for advisors to improve their content or get started

Show Notes:

99Content Two Month Free Trial for XY Advisers - www.99content.co

Trint Online Transcribing - www.trint.com

XY Adviser Online Training Platform -
https://www.xyadviser.com

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

This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.

They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.

Feb 7, 2019

“Is the licensee creating the right environment for the adviser to do their best work in the best interests of the client?”

You’ll hear the above quote delivered by this week’s guest, Mark Hoven (LinkedIn: /markhoven) - CEO Wealth at Adviser Ratings. You’ll also hear why this particular question is part of the reason Adviser Ratings are now looking to roll out a rating system for licensees within the Financial Services industry.

Mark’s professional career is an impressive (and mixed bag) of engineering, stock broking and corporate finance. Though it’s his current role where he really shines, leading a growing and highly responsive startup team.

In this episode you’ll learn:

8:53 – Why you can be truly responsive as a scaling startup.

13:18 – How Adviser Ratings are becoming a bridge to the industry between consumers and advisers.

19:20 – The limitations advisers face with licensees in delivering their best work to clients.

22:09 – Will a lack of uncertainty remain if there is a change of government?

26:01 – How we can start servicing groups, who have traditionally not been touched by advice.

34:15 – Is technology the answer to all advisers problems?

Show Notes:

Adviser Ratings Robo Register - https://www.adviserratings.com.au/pdf/RoboRegister_ONLINE.pdf

XY Adviser Online Training Platform -
https://www.xyadviser.com

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

This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.

They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.

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