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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: March, 2020
Mar 30, 2020

Antoinette Mullins combines her experience as a trauma counsellor with her knowledge as a financial adviser to create a value proposition centred around empathy and human connection. Her business Beyond Today Financial Planning recently launched in December 2019.

Antoinette Mullins XY: https://www1.xyadviser.com/members/2589405
Beyond Today Website: https://www.beyondtodayfp.com.au/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Mar 25, 2020

Matthew knows how to do remote work. Founder and CEO of Bonjoro - a video communication tool, Matt walks us through how his own remote team across multiple continents handles the day to day, and how video can make a big impression on clients.

Matthew Barnet Linkedin: https://www.linkedin.com/in/mbjbarnett/
Bon Joro Website: https://www.bonjoro.com/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Mar 23, 2020

While an adviser, Sarah Riegelhuth converted her entire advice practice to be fully remote. She became so good at it, she now puts her energy into helping other businesses grow happy, high-performing remote teams.

Sarah explains the power of remote work and how your team can become even more productive by embracing a remote work culture.

Sarah Rielgelhuth Linkedin: https://www.linkedin.com/in/sarahriegelhuth/
Sarah Rielgelhuth Website: https://www.sarahriegelhuth.com/
Sarah's Emergency Remote Work Guide: https://www1.xyadviser.com/posts/work-from-home

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Mar 18, 2020

Hari is a very technically driven adviser who has spent his career helping his client's lives, and the financial planning industry as a whole. A long time member of XY, and an expert across a range of financial advice topics.

XY: https://www1.xyadviser.com/members/2811744
Victoria Wealth Management Website: http://www.vwm.net.au/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Mar 11, 2020

Brandon is a US based former adviser who played a large role in the early success of United Capital and Financial Life Management. He now spends his time helping advisers provide more valuable advice.

XY: https://www1.xyadviser.com/members/2965443
Angie Herbers Website: https://www.angieherbers.com/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Mar 4, 2020

Phil is the GM of Policy and Professionalism at the AFA and spends his days getting the attention of government to provide better outcomes for advisers.

Phil Anderson Linkedin: https://www.linkedin.com/in/philpaulanderson/
Association of Financial Advisers Website: https://www.afa.asn.au/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Mar 2, 2020

Shaun has worked as an adviser, a licensee partnership manager, in broader financial services, and now aims to solve the compliance problem of advice with technology.

XY: https://www1.xyadviser.com/members/2248345
Advice Revolution Website: https://www.advicerevolution.com.au/

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

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors 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.

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

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