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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: May, 2019
May 30, 2019

A question we’ve been asking often is how do we make Financial Advice irresistible? We know the value that comes from having a great Adviser in your corner – so how are we articulating this as an industry to everyday Australians?

Vanessa Stoykov from Evolution Media is doing just this by blending her love for storytelling with a desire to educate people on the power of sound Financial Advice, and it’s making an impact.

Her debut novel ‘The Breakfast Club for 40-somethings’ and latest TV series ‘The Secrets of the Money Masters’ are just two items in her toolbox of strategies designed to highlight how important Financial Advice is and ultimately encourage more people to engage a great adviser.

Episode highlights:

6:35 – Believing in the power of Advice

6:50  –The Secrets of the Money Masters

15:40 – Is the face-to-face business model dead?

17:50 – Unintended consequences of the Royal Commission

28:05 – Financial coaches and charging retainers

Show Notes:

Vanessa Stoykov - https://vanessastoykov.com

Vanessa Stoykov LinkedIn - https://www.linkedin.com/in/vanessa-stoykov-a9b1741/

The Breakfast Club for 40-Somethings - https://vanessastoykov.com/book/

Evolution Media - https://www.evolutionmediagroup.com.au/

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

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

May 23, 2019

Modern Advisers don’t use videos to sell their services, they use videos to highlight the feeling and emotion their services evoke. They use videos to build trust, and it’s working.

Nick Lennox is the creative brain behind Udeo video and media. He works closely with Advisers helping them generate high quality content, convey their message and showcase their unique point of difference.

Episode highlights:

10:05 – Why being in front of the camera can help you understand your why

12:55 – The power of client testimonial videos

15:45 – The most effective Adviser videos you’ve seen

25:10 – How to get comfortable in front of the camera

27:13 – How to repurpose and leverage client testimonial videos

31:00 – The mere exposure effect to build trust and credibility before a first meeting

Show Notes:

Nick Lennox LinkedIn - https://www.linkedin.com/in/nickjlennox/

Udeo Video & Media - https://www.udeo.com.au/

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

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

May 16, 2019

Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of your value proposition?

What if you had the tools and skillset to help clients overcome a negative relationship with money?

Lea Schodel fully transitioned from Financial Adviser to Certified Money Coach in June 2018. She’s the yoga teacher, wellness coach and creative entrepreneur blending health and financial wellbeing through her location independent business Mindful Wealth.

In this episode, Lea shares her journey and explains how she’s using Money Coaching to help people take ownership of their financial decisions.

Episode highlights:

9:45 – How are you blending yoga and financial coaching?

10:40 - Choice architecture and taking ownership of decisions

22:00 – Why there’s no scope for innovation in the current advice industry

27:40 - How can Advisers add money coaching to their offering in an over-complaint industry?

32:15 - What does your money coaching process look like?

44:30 – Understanding clients with money archetypes

Show Notes:

Lea Schodel LinkedIn - https://www.linkedin.com/in/leaschodel/

Mindful Wealth - http://themindfulwealthmovement.com

Lea Schodel - http://www.leaschodel.com/

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

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

May 9, 2019

In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear about the stressful and often volatile journey they undertook to get there.

Rohit Bhargava is the voice behind The Startup Playbook Podcast. He’s also seen both failure and success in his own business ventures.

In this episode, Adrian from XY and Rohit explore the many facets of startup life including tech, relationship building, the power of community and overcoming adversity – all of which can be attributed to life as an Adviser or as an Advice business owner.

Episode highlights:

8:20 – New ways of engaging your client base and prospects

11:40 – Some of the most interesting startup guests you’ve had on the show

19:20 – How adversity in business presents an opportunity

24:42 – The power of community when faced with adversity in business

27:53 – Relationship building versus transactional conversations

Show Notes:

Rohit Bhargava - https://www.rohitbhargava.co
The Startup Playbook Podcast - https://www.startupplaybook.co
Playbook Media - https://www.playbookmedia.com.au
Youtube: https://www.youtube.com/channel/UCMaccqk-6dT9pBOKJ05GbYQ
Twitter: @rohitbhargava7
IG: @rohit_bhargava

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

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

May 2, 2019

How are Financial Advisors articulating deep client conversations in their advice documents? What if we scoped advice on a client’s goals rather than advice related only to product categories?

These questions and a whole lot more are thoroughly discussed in this podcast with Fraser Jack, host of the Goals Based Advice Podcast.

Fraser explains the interesting power dynamic he believes exists between Advisor and client, and why Advice businesses are ultimately relationship businesses.

Episode highlights:

12:50 – How can tech help the advisor and consumer relationship?

14:49 – Scoped technology helping with Adviser productivity today

20:08 –The ability for clients to co-create their advice with the Advisor

26:14 – Articulating deep client conversations in an advice document

27:41 – Opinions and biases affecting client conversations

30:40 – Scoping advice on client goals instead of products

Show Notes:

Fraser Jack LinkedIn - https://www.linkedin.com/in/fraserjack123/

The Goals Based Advice Podcast - http://co.xyadviser.com/goalsbasedpodcast

Advice Intelligence - https://www.adviceintelligence.com

This podcast is brought to you by HUB24 (https://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.

May 1, 2019

As Advisers and paraplanners, how can we best capture a client’s lifestyle or intangible goals in a compliant SOA?

With well over 10 years’ experience in Financial Services, Hayley Knight is the ideas woman and work life balance advocate behind Contract Paraplanning Services.

She’s a firm believer in the power of communication and relationship building when it comes to outsourced paraplanning and has plenty of great ideas to share in this chat with Adrian.

Episode highlights:

2:45 – Articulating intangible goals in a compliant SOA

8:00 – Is there any correlation between more compliance and better advice?

11:45 – Using tech to evolve the traditional and stagnant SOA

27:10 – How Hayley is getting paraplanners more involved with Advisers and the associations

32:35 – The advice process which produces the best SOAs

Show Notes:
Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/

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

This podcast is brought to you by Salesforce http://bit.ly/Salesforce_XY. Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce *Financial Services Cloud* (https://sforce.co/2VHUx2Jto) help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

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