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/
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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/
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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/
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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/
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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/
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Russell is the Author of "Risk Insurance Communications Skills" and a former risk insurance specialist. He and Fraser discuss the importance of a Financial Adviser's communication skills (their "soft skills") when talking to clients who know nothing about insurance.
Russell Collins LinkedIn: https://www.linkedin.com/in/russell-collins-oam/
RICS Website: https://rics.com.au/
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Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She talks us through her journey as an adviser, and how advising clients is like being a therapist - and even more.
Amanda Thompson LinkedIn: https://www.linkedin.com/in/amandathompsonfp/
Amanda Thompson Website: https://www.amandathompson.com.au/
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Today we cover the tightening Australian labour market, US quarterly reporting season, Oil Search, Altium, Crown Casino, the push for additional COVID relief stimulus and COVID vaccination acceleration in NSW.
This market highlight is proudly brought to by Milford https://milfordasset.com.au/
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John is the Co-Founder and a Certified Financial Planner at CandorPath Financial. He discusses how his key to success is his business partnership with Matthew Marcoux, and how they've taken an ensemble approach to their advice practice.
John Kennedy LinkedIn: https://www.linkedin.com/in/johnkennedycfp%C2%AE/
CandorPath Website: https://www.candorpath.com/
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Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his "Client Connection" research, which explores how adviser's relationships with their clients are bettering the world of financial advice.
Adam Crabbe XY: https://www1.xyadviser.com/members/6396099
Zurich Website: https://www.zurich.com.au/
The Client Connection: https://www.zurich.com.au/theclientconnection
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Today we cover the US CPI release, Australian employment data, the Sydney Airport bid, the infrastructure M&A boom, Paypal's entry into Australia, the progressing OPEC discussions and the COVID Delta variant.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He returns to the XY Adviser Podcast to talk about working with advice practices to create efficiencies and businesses that can strive to the next level.
Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/
Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/
Vinarc Website: https://www.linkedin.com/company/vinarc-pty-ltd/about/
Mobile: 0408155140
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Marc is the author of "The Money Sandwich". He chats about his time as National President of the AFA and what advisers do to help consumers, specifically clients facing retirement.
Marc Bineham LinkedIn: https://www.linkedin.com/in/marcbineham/
The Money Sandwich Website: https://themoneysandwich.com/
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Today we cover the RBA's monetary decision, the continuing OPEC discussions, ISM Services data, the Sydney Airport bid, the Tabcorp strategic review results and the worsening Sydney Lockdown.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. She discusses how advisers can become aged care specialists, and why advisers should start talking to their clients about aged care sooner.
Louise Biti XY: https://www1.xyadviser.com/members/4574496
Aged Care Steps Website: https://agedcaresteps.com.au/
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In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss the pros and cons of SMSFs, super reform and where SMSFs are heading in the future.
Tim Miller LinkedIn: https://www.linkedin.com/in/timmillersmsf/
SuperGuardian Website: https://www.superguardian.com.au/
Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/
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Today we cover the inflation data from The ISM Manufacturing Index in the US, unemployment in Australia, IDP Education, Telstra, Tuesday's RBA meeting and OPEC discussion delays.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks about his process for property purchases for SMSFs, and how the set-up is the most critical part of the process.
Allister Sutherland XY: https://www1.xyadviser.com/members/2217902
LinkedIn: https://www.linkedin.com/in/allister-sutherland-cta-ssa%E2%84%A2-0351413b/
Player Hall Website: https://www.playerhall.com/
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Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients.
Aaron Dunn XY: https://www1.xyadviser.com/members/4574606
Smarter SMSF Website: https://smartersmsf.com/
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Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF.
Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/
SMSF Association Website: https://www.smsfassociation.com/
SMSF Connect: https://smsfconnect.com/
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Shelley is the Head of Education at ASF Audits, one of Australia's largest independent SMSF Auditors. She joins Fraser to discuss what happens during an audit, and what the pain points are.
Shelley Banton LinkedIn: https://www.linkedin.com/in/shelley-banton-0a903a17/
ASF Audits Website: https://asfaudits.com.au/
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In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity.
Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.
Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au
myprosperity Website: https://www.myprosperity.com.au/
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Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology.
Caren Hendrie LinkedIn: https://www.linkedin.com/in/caren-hendrie-business/?originalSubdomain=au
The Hendrie Group Website: https://www.hendrie.com.au/
The Business Growth Group: https://www.facebook.com/businessgrowthgroup
Join the #1 client portal for advisers. Find out more at
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity.
Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.
Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au
myprosperity Website: https://www.myprosperity.com.au/
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Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals.
Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can’t manage what you can’t measure.
Andy Fenton LinkedIn: https://www.linkedin.com/in/mrandrewfenton/?originalSubdomain=au
Fenton Financial Website: https://fentonfinancial.com.au/
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Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies.
Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.
Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/
King Financial Group Website: https://www.kfgroup.com.au/
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