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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: August, 2021
Aug 30, 2021

In this final installment we talk about the review process and how to transition clients to a goals-based world.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.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/

Aug 29, 2021

Today we cover the Jackson Hole Symposium, Biden's approval rating, Australian reporting season and the US Non farm payrolls data.

This market highlight is proudly brought to by Milford https://milfordasset.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/

Aug 25, 2021

In this episode we talk about how to modify and track progress to keep your clients motivated.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.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/

Aug 23, 2021

In this episode we discuss how to house your client's goals for ongoing advice conversations.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.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/

Aug 22, 2021

Today we cover the delayed RBNZ rate hike, the Michigan Consumer sentiment index, employment and wage inflation in Australia, BHP, Australian retailers results, the upcoming US GDP release and the Jackson Hole Economic Symposium.

This market highlight is proudly brought to by Milford https://milfordasset.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/

Aug 18, 2021

In this episode we talk about how to ask the right questions to find your client's true goals, based on their values.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.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/

Aug 16, 2021

In this episode we talk about selling your value, and how to engage and start working with your next clients.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.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/

Aug 15, 2021

Today we cover Headline US CPI Data, Oil prices, the U.S. Department of Agriculture’s August World Agricultural Supply and Demand Estimates, the US reporting season, TLS full year results, the Goodman Group, the reserve bank of New Zealand rates, and employment in Australia.

This market highlight is proudly brought to by Milford https://milfordasset.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/

Aug 11, 2021

In this episode we explore how to present your goals and value offering to a new market.

To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar

Naomi Rosenthal
Director at Professional Wealth Services
Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/
Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain
Owner and Senior Financial Planner at CFL Financial Planning
Craig Buntain XY: https://www1.xyadviser.com/members/6511822
CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano
Founder, Director and CEO of Inspiration Cafe
Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/
Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry
Financial Advisor and Owner at Aspire Planning
Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper
Co-Founder and Director at Astute Wheel
Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/
Astute Wheel Website: https://www.astutewheel.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/

Aug 9, 2021

Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what to put on your "Not-To-Do list" and how your clients are also your coach.

Gordon Jenkins LinkedIn: https://www.linkedin.com/in/businessexecutivecoach/
I Am Gordon Jenkins Website: https://www.iamgordonjenkins.com/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Aug 8, 2021

Today we cover the Non Farm Payrolls release in the US, the RBA monthly meeting, the weekly ABS payroll and wage indice, the Afterpay takeover, the PBH raise and Australian reporting season.

This market highlight is proudly brought to by Milford https://milfordasset.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/

Aug 4, 2021

Peita is a Co-Founder at Caboodle Financial Services and Host of the "In Search of Adventure Show" Podcast. She joins Fraser to discuss how to enhance your messaging through presentations, and how to transform your audience and inspire them to take action.

Peita Diamantidis XY: https://www1.xyadviser.com/members/3570536
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Aug 2, 2021

Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan recently founded a Financial Planning business with yield advisory, and she joins Fraser to discuss the experience.

Morgan Hayward XY: https://www1.xyadviser.com/members/2853291
yield advisory Website: https://yieldadvisory.com.au/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Aug 1, 2021

Today we cover the extended Sydney lockdown and additional stimulus, the US reporting season, Temple and Webster, Spark infrastructure, the Chinese stock market and the upcoming Australian reporting season.

This market highlight is proudly brought to by Milford https://milfordasset.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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