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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: June, 2019
Jun 27, 2019

Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients?

Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire.

She’s so passionate about helping Advisers use Estate Planning to entrench themselves as their client’s trusted advisor and grow their businesses, she’s created an entire blueprint course called ‘The Art of Estate Planning’ on the XY online training platform (https://co.xyadviser.com/taralucke).

Episode highlights:

7:00 – Is Estate Planning for lawyers, Advisors or both?

12:50 – Why aren’t Advisers getting involved in the EP process?

14:27 – Becoming your client’s trusted advisor

21:20 – The four fundamentals of Estate Planning

26:07 – How to subtlety position Estate Planning in client conversations

32:28 – Let’s talk Testamentary Trusts!

Show Notes:
Tara Lucke LinkedIn - https://www.linkedin.com/in/taralucke/
Tara Lucke website - https://www.taralucke.com.au
The Art of Estate Planning Community - https://www.facebook.com/groups/artofestateplanning/
General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

Jun 20, 2019

What if we told you Cara Brett, the Director and Adviser of Bounce Financial, attracted 30 new social media followers, received 10 enquiries and turned 6 of those enquiries into new clients, and all from one Instagram post? Does this motivate you to re-think your social media strategy?

Cara insists she’s no social media guru or influencer, but she is consistent and authentic. She uses her social platforms to build trust with her audience long before ever having any initial conversation with them.

This is an awesome episode, with Cara sharing what she’s been doing in the client acquisition space, how she’s using Instagram like a blog and why she’s feeling optimistic about the future of Advice.

Episode highlights:

3:15 – What’s it like running a business with your husband?

11:30 – Where are your new clients coming from?

13:09 – How are you using Instagram?

18:20 – How are you using Facebook? Who are you attracting with this medium?

22:30 – Why you need to be consistent on social media

32:30 – How do you feel about where Advice is headed?

Show Notes:

Cara Brett LinkedIn -https://www.linkedin.com/in/cara-brett-2a406229/

Bounce Financial website - https://www.bouncefinancial.com.au/

Bounce Financial Instagram - https://www.instagram.com/bouncefinancial

Bounce Financial Facebook - https://www.facebook.com/BounceFinancial/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

Jun 13, 2019

It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?

Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.


She’s so versed in the uncomfortable topic of Financial Abuse, she’s putting together a course together for the XY online training platform.

Episode highlights:

2:45 – How you came to become so involved in financial abuse

5:14 – Signs of financial abuse

15:10 – What can Advisers do when they recognise financial abuse?

17:58 – Amanda’s course for the XY training platform

21:30 - When to refer to an Aged Care specialist and why

Show Notes:

Amanda Cassar LinkedIn - https://www.linkedin.com/in/amandacassar/

Amanda Cassar Website - https://amandacassar.com.au/

Wealth Planning Partners - https://www.wealthplanningpartners.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.

Jun 6, 2019

The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other Advisers are up to in their business. If you:

-Have recently gone out on your own as a Financial Advisor
-Are contemplating taking the leap of faith into self-employed life
-Want to hear what other Advisers are doing in their business and career…

…you’ll love this conversation with Grant Millar from Inspired Financial Planners. Grant joined the XY Community around the time he decided to set up his own advice business.

He leans on the XY Community for support when he has a question and continually provides a tonne of value to others.

Episode highlights:

2:05 – How you started your business from scratch

5:00 –The power of the XY Adviser Community

11:25 – Overcoming the ‘sales’ stigma as an Advisor

16:20 – Giving clients a new-found confidence with a cash flow offering

25:40 – What would you do different if you started again?

30:45 – How you found your niche

43:00 – XY Adviser advocating for tax deductible advice

Show Notes:


Inspired Financial Planners - https://www.inspiredfinancialplanners.com.au/

Grant Millar LinkedIn - https://www.linkedin.com/in/grant-millar/


The XY FB Group - https://www.facebook.com/groups/XYAdviser


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.

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