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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: November, 2020
Nov 25, 2020

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award.

Nathan Fradley: https://www1.xyadviser.com/members/2345594
Lime Financial Website: https://www.limefinancialplanning.com.au/

This episode is proudly sponsored by HUB24

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

Nov 23, 2020

Damien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring financial well-being.

Damien Mu LinkedIn: https://www.linkedin.com/in/damien-mu-4a681424/
AIA Website: https://www.aia.com.au/

This episode is proudly sponsored by HUB24

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 18, 2020

FIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice.

Matt Hern LinkedIn: https://au.linkedin.com/in/matthern
Matt Hern Website: https://matthern.com.au/

This episode is proudly sponsored by HUB24

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 16, 2020

Dawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that communication is key when it comes to financial advice.

Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/detail/contact-info/
Weathwise Website: https://www.wealthwise.com.au/

This episode is proudly sponsored by HUB24

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 11, 2020

Paul returns to the XY Podcast for the fourth time to discuss how advisers are the personification of people's relationship with money, and the value of changing clients' attitude towards money.

Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/
True Direction Financial Website: https://truedirection.com.au/

This episode is proudly sponsored by HUB24

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 9, 2020

Not only is Paul Benson a financial adviser, but he's also an author and the producer of the Financial Autonomy Podcast. He talks about the benefits starting business organically vs buying a pre-existing business, as well as how you can use a podcast to attract your ideal client.

Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/
Financial Autonomy Website: https://financialautonomy.com.au/

This episode is proudly sponsored by HUB24

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 4, 2020

As advisers find themselves under constant change and pressure, Dr. Adam Fraser stops by to discuss the research he's conducting into Adviser Wellbeing and Mental Health.

Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981
Dr. Adam Fraser Website: https://www.dradamfraser.com/
Adviser Wellbeing and Mental Health Research: https://www.dradamfraser.com/aia-vip-list

This episode is proudly sponsored by HUB24

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 2, 2020

Andrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their clients.

Andrew Alcock LinkedIn: https://www.linkedin.com/in/andrew-alcock-a4904117/
HUB24 Website: https://www.hub24.com.au/

Join the XY platform:
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Desktop: https://www.xyadviser.com/

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

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