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XY Adviser

Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: August, 2019
Aug 29, 2019

It’s time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business.

Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his team achieve excellent results.

Episode resources:
Corey Wastle LinkedIn - https://www.linkedin.com/in/coreywastle/
Verse website: https://www.versewealth.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.

Aug 21, 2019

On this episode, Ben Nash sits down with Mark Nagle - the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.

 

Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client experience more enjoyable while reducing friction.

 

Episode resources:

Mark Nagle’s LinkedIn - https://www.linkedin.com/in/mark-nagle/

Treysta Wealth - https://www.treystawealth.com.au/

 

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

 

This podcast is brought to you by FE Analytics, 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.

Aug 15, 2019

On today’s episode, Ben chats to Brett Evans - expert Adviser to Aussie Expats - all the way from Dubai (AKA the Sandpit) on building his company Atlas Wealth Management and how he’s streamlining his processes and efficiencies to scale up and service the increasing demand for expat advice.

Episode resources:

Brett Evans’ LinkedIn - https://www.linkedin.com/in/brettaevans22/

Atlas Wealth Management website - https://atlaswealth.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.

Aug 8, 2019

Today’s episode is the last in the PLAN part of this series, with Ben chatting to Vince Scully - founder and chief Sherpa of Life Sherpa - who’s been in and around the industry for over three decades. Vince explains what went into the planning phase of his company and how he grew it to the success it is now.

Episode resources:
Vince Scully LinkedIn - https://www.linkedin.com/in/vincescully/
Life Sherpa website - https://lifesherpa.com.au/

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 operations, 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.

Aug 6, 2019

We’re interrupting our Plan, Product, Profit series to bring you a special one off episode which is less about how to become an awesome adviser and more about - potentially - one of the biggest stories in Financial Advice right now. We’re talking about Terry McMaster and the collapse of Dover.

Here’s just some of the questions Clayton has for Terry:

7:10 - Why are you so controversial, even as an individual, in Financial Services?

11:32 - Why do you think Dover was high on ASIC’s radar?

22:20 - What led to you being called to the stand at the Royal Commission?

38:00 - Why did Dover pick up the tagline ‘the licensee of last resort’ and what is your response to this?

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 operations, 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.

Aug 1, 2019

On today’s episode, Ben chats with Rachel O’Connor – Adviser and mum to two young boys who started her own advice business Flourix Wealth just three months ago. So how does Rachel juggle two toddlers and a brand-new business and what were the non-negotiables she decided on before taking the leap into self-employed life?

Episode Resources:

Rachel O’Connor LinkedIn - https://www.linkedin.com/in/rachel-o-connor-65b6a595/
Flourix Website - https://flourix.com.au/

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.

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