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XY Adviser

Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: May, 2021
May 31, 2021

Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given.

Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/
Wired Planning Website: https://www.wiredplanning.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 26, 2021

Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to chat about value, best practices, client experience and community.

Danni Visser XY: https://www1.xyadviser.com/members/4086773
Danni Visser LinkedIn: https://www.linkedin.com/in/danni-visser-42674182/

Emily Blanch XY: https://www1.xyadviser.com/members/2191186
Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 24, 2021

Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast to talk about starting TWN Partners, which helps financial advisers start independent financial advice businesses.

Dean Holmes XY: https://www1.xyadviser.com/members/2231807
TWN Partners Website: https://www.twn.partners/
The Wealth Network Website: https://www.wealthnetwork.net.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 19, 2021

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of the XY Adviser Ethics Committee. He discusses founding the XY Ethics Committee, and how they assist advisers with the ethical dilemmas they face.

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

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 17, 2021

Paul is the Founder of Adviser Accelerator. He and Fraser discuss Online Marketing for Advisers and how to build, launch and scale your business using LinkedIn.

Paul Thompson LinkedIn: https://www.linkedin.com/in/paulthompson1/
Adivers Accelerator Website: https://adviseraccelerator.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 12, 2021

David is the Founder and CEO at My Longevity Pty Limited. He chats with Fraser about the importance of longevity to financial advice and explains the "SHAPE Analyser", which covers the key elements to shaping your successful ageing.

David Williams LinkedIn: https://www.linkedin.com/in/david-williams-94b5084b/?originalSubdomain=au
My Longevity Website: https://mylongevity.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 10, 2021

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She talks about helping retiree-age clients transition smoothly into retirement, and making meaningful changes to their retirement.

Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/?originalSubdomain=au
Full Time Lives Website: https://fulltimelives.com/
Brainmates Website: https://brainmates.com.au/

Full Time Living Innovation Canvas:
https://fulltimelives.com/innovation-canvas

Whitepaper: 5 tips to igniting your retirement services:
https://fulltimelives.com/whitepaper

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 5, 2021

We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who weighs in on the issues discussed throughout the series.

Jeremy Cooper LinkedIn: https://www.linkedin.com/in/jeremy-cooper-27b62216/
Challenger Website: https://www.challenger.com.au/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

May 3, 2021

Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, he explains what his experiences are with their ever-changing mindset toward retirement.

Richard McErlean LinkedIn: https://www.linkedin.com/in/richard-mcerlean-01815217/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

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