Founder and head of Standards International, the UK outfit working on helping advisers all over the world provide advice in a more efficient and effective way by providing a fantastic client experience.
Michelle Hoskin XY: https://www.linkedin.com/in/standardsexpert/
Standards International Website: https://standardsinternational.co.uk/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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CEO of the AMP and Hillross Associations and played a key role with helping to organise the recent legal case with AMP. A former adviser and passionate advocate for advice
Neil Macdonald XY: https://www1.xyadviser.com/members/2228870
The Adviser Association Website: http://theadvisersassociation.com.au/
National Suicide Prevention Line: 13 11 14
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report.
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/
This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.
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Chris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 day property challenge on the XY platform, where he teaches advisers how to include property in the advice process.
Chris Bates XY: https://www1.xyadviser.com/members/4043358
Wealthful Website: https://www.wealthful.com.au/
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Katrina has been advising for over a decade, but had never used social media as a methodology of connecting with clients. Katrina walks us through what she learned completing the 30 day social media challenge recently held on the XY platform.
Katrina Van Gunst XY: https://www1.xyadviser.com/members/2401967
Phillipsons Website: phillipsons.com.au/
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Jake is a financial adviser specialising in the under 45s market, and has carved out a niche with cashflow as a service. Finding success on social media as an acquisition method, Jake is bullish on the strong future of financial advice.
Jake Wilkins XY: https://www1.xyadviser.com/members/2400950
Financial Planning Brisbane Website: http://fpbrisbane.com.au/
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Adam is a former adviser, and director at NextGen Planners helping advisers all over the world get better at their jobs in some very unique ways.
Adam Owen XY: https://www1.xyadviser.com/members/4163638
Next Gen Planners Website: https://nextgenplanners.co.uk/
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Dean has some strong ideas around the future of the financial advice business model, and discusses how his licensee is approaching it. Find the Wealth Network Group on XY
Dean Holmes XY: https://www1.xyadviser.com/members/2231807
The Wealth Network XY Group: https://www1.xyadviser.com/groups/1846338/
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Joel has a long background working as a financial adviser within industry funds. We took this opportunity to open the bonnet into what it's like being a financial adviser in a space not many financial advisers get exposure to. We also discuss all things defined benefits and some of the unexpected benefits of unlisted assets.
Joel Harty Linkedin: https://www.linkedin.com/in/joel-harty/
Pivot Wealth Website: https://pivotwealth.com.au/
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Julian is one of the founders and head of strategy at Midwinter. Coding through one and a half decades of advice changes, Julian drops by to chat about change, tech, compliance, and the future of advice.
GUEST EDIT: when mentioning ISO, it should have been ISO27001, rather than ISO9600.
Julian Plummer XY: https://www1.xyadviser.com/members/2809623
Midwinter Website: https://www.midwinter.com.au/
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James is a financial adviser with a prolific video creation strategy. He drops by to share about the difficulties and the benefits of providing content for ideal clients.
James Wrigley XY: https://www1.xyadviser.com/members/2920075
First Financial Website: https://firstfinancial.com.au/
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Paul is one of Australia's most experienced Private Wealth Managers but brings a fresh approach to his practice. It’s about simplifying the complex, creating clear space for you and aligning your finances with the things you want out of life.
Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/
Absolute Wealth Advisers Website: http://www.absolute.sydney/
Anganwadi Project Website: https://www.anganwadiproject.com/
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David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'.
David Haintz Linkedin: https://www.linkedin.com/in/davidhaintz/
Global Adviser Alpha Website: https://globaladviseralpha.com/
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The Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia
Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/
FPA Website: https://fpa.com.au/
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Baz is one of Australia's most well known industry thought leaders. The rapid success of the Social Adviser eight years ago helped move financial advice into the 21st century.
Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/
The Social Adviser Website: https://thesocialadviser.com/
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Louis is a South African adviser who has built a values driven and efficient financial planning company. He is passionate about helping his clients change the way they feel about their money.
Louis van der Merwe XY: https://www1.xyadviser.com/members/3061061
Louis van der Merwe Website: https://www.louisvdmerwe.co.za/
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Thabojan has spent years diving into a high-tough, high-value advice process. His aim is to produce successful clients through an in depth onboarding process to truly understand his client before providing any advice.
Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Website: https://www.rasiahprivate.com.au/
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Paul has the #1 community, and one of the top courses on XY. He is a marketing specialist who focuses on helping advisers acquire new clients.
Paul Giannotti XY: https://www1.xyadviser.com/members/2858456
Authentic Advice Community: https://www1.xyadviser.com/groups/1987160/feed
Content Marketing for Financial Advice Course: https://www1.xyadviser.com/courses/1815743/about
Authentic Advice Website: https://authenticadvice.com/
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Jordan is a Senior Investment Manager at Perth Mint. He has a qualified view of this unique asset class as the former Head of Investment Analytics at AMP Capital Multi Asset Group. He has written two books on gold and the economic system, and has been working in financial markets for 25 years.
Jordan Eliseo Linkedin: https://www.linkedin.com/in/jordaneliseo/
Perth Mint Website: https://www.perthmint.com/
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Host of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual Advisor System for NextGen Advisors.
Derek Notman XY: https://www1.xyadviser.com/members/3643865
Virtual Advisor System Website: https://www.virtualadvisorsystem.com/
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Maria is head of mental health and wellness at Zurich Onepath.
Maria Falas Linkedin: https://www.linkedin.com/in/maria-falas-2287a22b/
Zurich Website: www.zurich.com.au/
FSC Mental Health Paper: https://fsc.org.au/news/psychosocial-fsc-kpmg
RACP Health Benefits of Good Work: https://www.racp.edu.au/advocacy/division-faculty-and-chapter-priorities/faculty-of-occupational-environmental-medicine/health-benefits-of-good-work
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Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career.
Ray Jaramis XY: https://www1.xyadviser.com/members/2204279
Pivot Wealth Website: https://pivotwealth.com.au/
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Rick Kahler specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele in the US. Co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth.
Rick Kahler Linkedin: https://www.linkedin.com/in/rickkahler/
Kahler Financial Website: https://kahlerfinancial.com/
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Social Worker with a history of working in NGO’s leading and supporting teams of professionals.
Matthew Morris Linkedin: https://www.linkedin.com/in/matthew-morris-782a2a78
CCFSS Website: https://ccfss.org.au/
Episode Notes: https://vetoviolence.cdc.gov/apps/phl/resource_center_infographic.html
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Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM).
Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing
Dr. Ann Dadich Linkedin: https://www.linkedin.com/in/ann-dadich-40669214/
WSU Website: https://www.westernsydney.edu.au/staff_profiles/WSU/associate_professor_ann_dadich
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