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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: 2019
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.

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.

Jul 25, 2019

On today’s episode, we’re continuing the conversation on how to nail the planning phase of an awesome advice business. We’ve brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following:

-What do you charge for your initial meeting?

-What does your ideal client look like?

-How you transitioned from the corporate world into being a self-employed adviser

-How did you approach the planning phase of your business?

-plus plenty more…

Episode Resources:

James Millard LinkedIn - https://www.linkedin.com/in/jamesmillard1/
Sufficient Fundz Blog - http://www.sufficientfundz.com/

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.

Jul 18, 2019

What makes a great financial advice offering and how do you build a thriving business? We’ve distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P’s: Plan, Product, Profit.

In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business.

Episode Resources:

Peak Wealth Management - https://www.peakwm.com.au/
Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/

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.

Jul 10, 2019

The team at XY have spent a lot of time thinking about what makes a great financial advice offering and business. We distilled it down to the three key elements you need to get right to have any level of success. We call it the three P’s: Plan, Product, Profit.

For the next 15 episodes, Ben Nash of XY is taking over. He’s been spending time with a bunch of advisers who are happy to share their journey of building an awesome advice business.

We’re kicking things off with the one and only Fox & Hare Financial, a modern advice business and proposition built from scratch by Glen Hare and Jess Brady.

Take it away Ben…

Episode Resources:

Fox & Hare Website - https://foxandharewealth.com/
Fox & Hare Facebook Page - https://www.facebook.com/foxandharefinancialadvice/
Glen Hare LinkedIn - https://www.linkedin.com/in/glen-hareadviser/
Jess Brady LinkedIn - https://www.linkedin.com/in/jessica-brady-21165812/

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.

Jul 4, 2019

In today’s episode, Adrian from XY sits down with the bright and bubbly Jenny Pearse (@jennypearse1) – marketing extraordinaire helping Financial Advisers build raving fans, who then become their business ambassadors.

Jenny says Advisers need to stop getting distracted by the latest, but not-always-greatest marketing tool and instead focus on understanding their clients better than anyone else, so they can effectively communicate with them through the right marketing channels.

Episode highlights:

3:15 – The risk of getting distracted by shiny marketing

5:37 – Why would your niche only want to work with you?

19:10 – The challenges you’re seeing in how Advisers communicate with the public

22:45 – Why the reward of changing lives trumps the barrier to entry as an Adviser

29:25 – Do you have a mentor? The power of mentors and tribes (just like XY)

Show Notes:
Jenny Pearse LinkedIn - https://www.linkedin.com/in/jennypearse/
Jenesis - http://www.jenesis.net.au/
Jenny Pearse Twitter - @jennypearse1
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 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.

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.

Apr 25, 2019

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

With 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 clients' 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:

Hayley Knight LinkedIn https://www.linkedin.com/in/knighthayley/

Contract Paraplanning Services https://www.contractpps.com.au/

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

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.

Apr 18, 2019

Micro-niching as a Financial Advisor; what is it and will it change Financial Services as we know it?

Finn Kelly of Wealth Enhancers and Clayton Daniel of XY Adviser discuss the power of behavioural coaching and why Finn strongly believes ‘lifestyle planning’ is no longer just optional, but should should be an essential part of an Advisor’s value proposition.

Wealth Enhancers are hosting their (possibly last) Coaching Academy in a few weeks (6-8 May in Sydney). There’s still time to register and learn how to become a great coach for the biggest demographic of people in the world:

Info: https://wealthenhancers.com/coaching-academy/
Tix: https://wealthenhancers.typeform.com/to/vJRIDU

Episode highlights:

5:00 – Behavioural coaching and being a lifestyle planner

7:00 – Micro-niching

11:30 – What kind of tech are you using now compared to 5 years ago?

16:45 – It’s less about being an Advisor, and more about being a brand

29:00 – How did you upskill in behavioural finance?

30:30 – The WECA academy; what is it, how to get tickets.

Show Notes:

Finn Kelly LinkedIn - https://www.linkedin.com/in/finnkelly1/
Wealth Enhancers - https://wealthenhancers.com/

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

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.

Apr 12, 2019

When asked whether technology will enable or challenge what Advisers do and how they service their clients, Peter Lalor (CEO of Money Brilliant) sums it up brilliantly when he says that tech will no doubt change what Advisers do, but this change will also bring with it fantastic opportunities.

So if technology can be an enabler for Advisers, how can we make sure we’re utilising a suite of tech products which best compliments our unique value propositions?

This episode is for the Adviser who wants to better understand the opportunities tech presents and how it can be used to give a sophisticated and intelligent client experience.

Episode highlights:

7:40 – How Peter is teaming his professional career in Financial Services with his love for tech

16:10 – Open banking: Friend or foe?

18:00 – The consumer data right in Australia. What it is, how it affects our clients and the opportunities it presents.

28:40 – How Money Brilliant is doing the heavy lifting for Advisers who incorporate cash flow in their value proposition

33:15 – The benefit of integrating cash flow platform into CRM to create complete customer experiences

40:14 – What can Advisers do to speed up tech integration offered by providers

Show Notes:
Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/
MoneyBrilliant https://www.moneybrilliant.com.au/
MoneyBrilliant and Salesforce https://youtu.be/UjeJdbV4goE

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

This podcast is brought to you by Salesforce (https://sfdc.co/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.

Apr 4, 2019

There’s no denying uncertainty within Financial Services is at an all-time high. However, in light of this, Scott Farmer of Bravium believes this is a golden opportunity for Financial Advisers to re-evaluate their business models, think about how they can add and articulate their value to their clients and continually evolve.

He doesn’t for one minute think it will be easy, but he’s confident it will be worth it if Advisers are to continue making a meaningful difference to clients lives and build profitable businesses.

Bravium has been supporting a fee for service model since 2009. Taking a totally holistic approach, Scott and his team will not take on new clients who are only looking for specific transactional advice.

This episode is a deep dive into Scott’s value proposition and the process he has built to ensure his team are continually going above and beyond for their clients.

Episode highlights:

4:10 - How industry uncertainty is prompting Advisers to re-evaluate their business models

6:15 – How you transitioned to a fee for service model

12:00 – What’s the first step to letting go of insurance commissions?

22:45 - Why Advisers are underestimating the cost of providing advice

32:35 – What’s your initial engagement steps with clients?

38:45 – Why you built your own cashflow fintech solution?

Show Notes:

Scott Farmer LinkedIn - https://www.linkedin.com/in/scott-farmer-57647825/

Bravium - https://www.bravium.com.au/

SavvyApp - https://www.savvyapp.com.au

XY ON TOUR Event Info & Tickets - https://co.xyadviser.com/xyontour-podcast

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

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

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.

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