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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: September, 2019
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.

Sep 3, 2019

Daniel Brown is the CEO of Newcastle Financial Planning Group who has increased his inbound requests for new client meetings by 400% in the last 12 months alone. How did he do it?

Listen on as Daniel explains the importance of marketing and its positive impact on your business if done right, his five-step meeting process and how he is helping his team members find their niche to help the business.

 

Episode resources:
Daniel Brown LinkedIn - https://www.linkedin.com/in/daniel-brown-fe/

Newcastle Financial Planning Group website: https://www.newcastlefinancialgroup.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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