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/
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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:
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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/
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Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today.
Rob Skinner XY: https://www1.xyadviser.com/members/8366992
Fortum Private Wealth Website: https://fortnum.com.au/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice".
Michael Miller XY: https://www1.xyadviser.com/members/2456122
Wealth Market Website: www.wealthmarket.com
Michael Miller Website: https://www.michaelmiller.help/
Zoe Miller Award: https://zoemiller.info/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast.
Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/
Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/
Financial Secrets Revealed Book: https://amandacassar.com.au/my-book/
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
Join the XY platform:
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Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula".
Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Russell Investments Website: https://russellinvestments.com/au
Value of an Advisor Study: https://russellinvestments.com/us/resources/financial-professionals/value-of-advisor
This episode is proudly sponsored by HUB24. https://www.hub24.com.au/
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Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
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In this episode we dive deeper into what’s underneath E, S and G and how clients can prioritise what’s important to them.
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
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Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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In this episode we talk all about the "50 Shades of Green".
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
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Desktop: https://www.xyadviser.com/
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In this episode we discuss if there's “actually” a need for ESG investing, and why it's a thing in the first place.
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.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/
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Today we cover the US Non farm payrolls data, Australian Housing Prices and GDP, the EPRA NAREIT index, US PPI data, the RBA monthly meeting and vaccine rates in Australia.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/
In this episode we talk about the marketing messages around ethical investing, and why ESG investing is “so hot right now”.
Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au
Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/
Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/
Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/
Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/
James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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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:
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Google Play: http://co.xyadviser.com/xygplay
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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:
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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:
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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/
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/
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/
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/
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/
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/