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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: October, 2021
Oct 31, 2021

Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra's acquisition of Digicel and US earnings season.

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

Join the XY platform:
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Oct 27, 2021

Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world.

Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/
Michelle McKindlay LinkedIn: https://www.linkedin.com/in/michelle-mckindlay-61838b60/
Women on Wealth Website: https://www.wowealth.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

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Oct 26, 2021

In this episode we talk about Tech Stacks - the before, during and after of the client experience, client portals and security.

To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/

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Oct 26, 2021

In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all.

To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/

Join the XY platform:
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Oct 26, 2021

In this installment we focus in on content marketing, and how it's become a huge part of the advice tech stack.

To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/

Join the XY platform:
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Oct 26, 2021

In this episode we're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose.

To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/

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

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

Oct 26, 2021

In this final installment we talk about the evolution of technology and what the future may hold.

To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/

Join the XY platform:
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Oct 25, 2021

Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian Survivor. He talks about his journey from being a machine-fitter at the Royal Australian Mint to entering the advice industry, and how his continual drive for self-improvement got him there.

Joey McCann XY: https://www1.xyadviser.com/members/2991264
PADUA Financial Group Website: https://www.paduafinancialgroup.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Oct 24, 2021

Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property.

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

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Oct 20, 2021

Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth.

Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/
Fortnum Private Wealth Website: https://fortnum.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Oct 18, 2021

Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients.

Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/
Sufficient Funds Website: https://sufficientfunds.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Oct 17, 2021

Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.

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

Join the XY platform:
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Oct 13, 2021

Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management.

Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/
Peloton Partners Website: https://www.pelotonpartners.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Oct 12, 2021

In this episode we talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/

Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/

Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home

Join the XY platform:
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Oct 12, 2021

In this episode we discuss the concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/

Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/

Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home

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

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

Oct 12, 2021

In this episode we go "under the hood" and discuss integrations.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/

Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/

Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home

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

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

Oct 12, 2021

In this episode we discuss the issue of compliance when dealing with software.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/

Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/

Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home

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/

Oct 12, 2021

In this final installment we cover the change management process of implementing new technology into an advice practice.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson
Financial Adviser at Skye
Phil Thompson XY: https://www1.xyadviser.com/members/2512154
Skye Website: https://www.skye.com.au/

Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY: https://www1.xyadviser.com/members/2401572
Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/
Telstra Website: https://www.telstra.com.au/

Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/
Morningstar Website: https://www.morningstar.com.au/Home

Join the XY platform:
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Oct 11, 2021

Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal.

Ross Marais XY: https://www1.xyadviser.com/members/2501499
More Time Financial Website: https://www.moretimefinancial.com.au/
Ross Marais Website: https://www.rossmarais.com/
More Than Money Podcast: https://www.rossmarais.com/podcast

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Oct 10, 2021

Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions.

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

Join the XY platform:
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Oct 6, 2021

Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform.

Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/
MBS Website: https://marketingbrandingsales.com/
My Money Sorted Website: https://mymoneysorted.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Oct 4, 2021

Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base.

Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/
The Limelight Department: https://www.linkedin.com/company/the-limelight-department/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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Oct 3, 2021

Today we cover the shock resignation of NSW’s Premier, Global energy shortages, Optus, and the US debt ceiling.

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

Join the XY platform:
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