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Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion.
Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/
Money, Mind and Meaning Website: https://moneymindandmeaning.com/
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Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships.
Eric Priebee XY: https://www1.xyadviser.com/members/2227979
Wealth Farmer Website: https://wealthfarmer.com.au/
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Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital.
Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/
Brinker Capital Website: brinkercapital.com
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Brought to you by Zurich and Onepath - two brands with one vision.
Csilla is head of operations at XY and has spent the last 18 years in financial services. She also lectures at university teaching the next generation of advisers.
Csilla Skultety XY: https://www1.xyadviser.com/members/2664886
XY Adviser Website: xyadviser.com
General Disclaimer – https://www.xyadviser.com/disclaimer/
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Vanessa's background covers financial services and physical fitness, and now works as a high performance coach specialising in mental fitness.
Vanessa Bennett Linkedin: https://www.linkedin.com/in/high-performance-coach-vanessa-bennett-neperform/
Next Evolution Performance Website: https://nextevolutionperformance.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Brought to you by Zurich and Onepath - two brands with one vision.
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A recently retired adviser with 42 years of experience talks about his journey from sales culture to value driven advice.
General Disclaimer – https://www.xyadviser.com/disclaimer/
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Brad Ellison is the Director and Principal Adviser at Equitem who has built his business in a way that has allowed his team to seamlessly transition into remote work in this changing environment.
Brad Ellison XY: https://www1.xyadviser.com/members/2454017
Equitem Website: https://www.equitem.com.au/
Email: brad@equitem.com.au
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Daniel is the president of the PIFA, and is working towards turning financial advice into an official profession.
Daniel Brammall XY: https://www1.xyadviser.com/members/3168725
XY PIFA community - https://www1.xyadviser.com/groups/2152781
PIFA Website: https://pifa.org.au/
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Philip has held the position of CEO at the AFA for the past three years.
Philip Kewin Linkedin: https://www.linkedin.com/in/philipkewin/
AFA Website: https://www.afa.asn.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/
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Michael is an experienced and young Principal Adviser who specialises in helping families make better financial decisions so that they can focus on the things they love. A great example of the new world and traditional world of financial advice.
Michael Khouri XY: https://www1.xyadviser.com/members/2492418
Better Financial Website: https://www.betterfinancialplanning.com.au/
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Previous to coming on as the CFO of XY Adviser through his business Air Accounting, Ben was working as an accountant in a financial planning practice. We tackle what businesses should be doing through these tough economic conditions, and some of the government stimulus packages.
Ben Andrews XY: https://www1.xyadviser.com/members/2598887
Air Accounting Website: http://airaccounting.com.au/
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Thabojan is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry by serving his clients with an ethical, fee-based model. This mean no commissions from banks and no conflicts of interest. As a methodology of putting clients at the centre of his advice, Thabojan stems all advice from firstly understanding his client's purpose in life.
Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Website: https://www.rasiahprivate.com.au/
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Freya is a former adviser with a strong technical background who chose to pursue a career path of providing mindset and money advice from tropical locations around the world.
Freya Savage Linkedin: https://www.linkedin.com/in/freyapoynton/
Freya Savage Website: https://www.freyasavage.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
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As the Director of Human Connections at Perron Financial Group, Kelly Harris implemented a client mentoring program which quickly became a core part of PFG's value proposition. Kelly believes this program is the reason their client base has grown significantly in the last five years, despite having never spent a cent on marketing their services.
Kelly Harris XY: https://www1.xyadviser.com/members/2987123
Perron Financial Group Website: https://perronfg.com/
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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/
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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/
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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
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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/
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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/
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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/
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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:
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The son of a financial adviser - Dean became an adviser himself before turning his attention to purchasing existing financial planning businesses.
XY/Linkedin: https://www1.xyadviser.com/members/3043757
Broadleaf Financial Group Website: https://broadleafgroup.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:
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Former government adviser, AFR contributor and Co-chief Investment Officer at Coolabah Capital Investments talks LIC commissions and the effect on financial advisers.
Linkedin: https://www.linkedin.com/in/christopher-joye-06333143/
Website: https://coolabahcapital.com/
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:
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Former adviser and #podgod host of the Goals Based Advice podcast, Fraser comes on to discuss how advisers can start their own podcast.
XY: https://www1.xyadviser.com/members/2401465
Website: https://www.adviceintelligence.com/
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:
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Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the backend. He's worked in licensing, created ETF Watch, and is working with a team to launch a new superannuation fund.
ETF Watch Website: https://www.etfwatch.com.au/
XY: https://www1.xyadviser.com/members/2432526
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/
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20% off for XY+ members https://www.xyadviser.com/plus