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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: 2022
Sep 22, 2022

In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space.

Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/
Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/
Curiosity Corner (Tango) website: https://www.tango.us/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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/

Sep 21, 2022

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess to chat about the concept of retirement, how people can continue to bring purpose and meaning to their life post-work, and what advisers can do to help our clients through the transition. 

Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/
Full Time Lives Website: https://fulltimelives.com/
Brainmates Website: https://brainmates.com.au/
“The Art of Full Time Living” Book: https://fulltimelives.com/cusp-book

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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/

Sep 20, 2022

In this first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/

Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
 
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.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/

Sep 20, 2022

In this installment we talk with our panel of speakers about the second area of trust: Authenticity.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/

Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
 
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.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/

Sep 20, 2022

In this episode we discuss the importance of reliability when it comes to building trust with clients.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/

Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
 
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.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/

Sep 20, 2022

In this final episode in our four part series we explore “the feeling” of someone acting in your best interest, and how it's a vital building block in establishing a trusted relationship.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood
CEO of CoreData
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/

Jane Ryan
Principal Adviser at Fox Wealth Advisory
Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/
Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/
 
Anthony Jones
Principal at Templetons Financial
Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/
Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs
Head of Advice at Australian Retirement Trust
Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/
Australian Retirement Trust Website: https://www.australianretirementtrust.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/

Sep 19, 2022

Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest changes in his business and what's stayed the same, and how he approaches changes in fee structure with clients.

Josh Dalton LinkedIn: https://www.linkedin.com/in/daltonjosh/
Dalton Financial Partners Website: https://daltonfp.com.au/

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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/

Sep 18, 2022

This week we cover US and UK CPI data, Australian employment data, the NFIB survey, Atlas Arteria, Link Administration, and Ramsay Healthcare.

This market highlight is proudly brought to you 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/

Sep 15, 2022

In this episode Peita chats with Robyna May, a Power BI and Automation Consultant at Verlata Consulting. They discuss the features of the Power BI business intelligence tool, and how it's live data visualisation software and insights can benefit practice owners.

Microsoft Power BI: https://powerbi.microsoft.com/
Verlata Website: https://www.verlata.com/viewpoint-power-bi
Robyna May LinkedIn: https://www.linkedin.com/in/robynamay/
Curiosity Corner (Habitica) website: https://habitica.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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/

Sep 14, 2022

Richard is a Partner at Belay Advisory. He and Jess chat about how his business has grown and changed over the years, the value of mentorship, and understanding your niche client.

Richard Felice LinkedIn: https://www.linkedin.com/in/richfelice/
Belay Advisory Website: https://www.belay.com.au/

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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/

Sep 12, 2022

Chris is the Founding Partner at VISIS Private Wealth. He joins Ben to talk about starting VISIS, what he's done to drive growth in the business, and the biggest obstacles he's had to overcome on the journey.

Chris Smith LinkedIn: https://www.linkedin.com/in/chrissmithvisis/
VISIS Private Wealth Website: https://www.visis.com.au/

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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/

Sep 11, 2022

This week we cover the US non-manufacturing ISM index, last Friday's European Central Bank meeting, the new UK energy policy, Tyro Payments, Nuix, and Metcash.

This market highlight is proudly brought to you 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/

Sep 8, 2022

In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into the width and breadth of the Microsoft 365 productivity suite, and discuss how to take advantage of its tools to leverage efficiency in your practice.

Microsoft 365 Website: https://www.microsoft.com/en-au/microsoft-365
Wyntec Website: https://www.wyntec.net.au/
Tom Freer LinkedIn: https://www.linkedin.com/in/tomfreerbrisbane/
Curiosity Corner (Brain.fm) website: https://www.brain.fm/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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/

Sep 7, 2022

Deepa is the Principal Consultant and Founder at RecruiTalent. In this second installment, Deepa and Jess discuss recruitment from the candidate's side, including the state of the current marketplace, and how to negotiate for what you're looking for in a role.

Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/
RecruiTalent Website: https://recruitalent.com.au/

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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/

Sep 5, 2022

Charlie a Partner and Managing Director at Pitcher Partners. He and Ben talk about how he went from a desk and a phonebook to managing over two billion dollars in assets under management.

Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/
Pitcher Partners Website: https://www.pitcher.com.au/

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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/

Sep 4, 2022

This week we cover the Nordstream gas pipeline, falling oil prices, Australian retail sales data, US Non-farm payrolls, Australian house price data, A2 Milk, Webjet, and Nitro.

This market highlight is proudly brought to you 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/

Sep 1, 2022

In this episode Peita chats with Vincent Holland, Co-Founder of Plutosoft. They explore the creation and capabilities of the Plutosoft software, and how it can be used as an end-to-end solution for advice practices and licensees.

Plutosoft Website: https://www.plutosoft.com.au/
Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/
Curiosity Corner (Pathspace) website: https://www.pathspace.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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 31, 2022

Deepa is the Principal Consultant and Founder at RecruiTalent, and has been involved in the recruiting world for almost thirty years. In this first episode of two, Deepa and Jess tackle the hiring process and discuss how to find the perfect candidate, and what to avoid.

Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/
RecruiTalent Website: https://recruitalent.com.au/

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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, 2022

Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial planning businesses, and the biggest roadblocks they need to overcome.

Steve Salvia XY: https://www1.xyadviser.com/members/2401306
Steve Salvia LinkedIn: https://www.linkedin.com/in/stevesalvia/
Blackwing Website: https://blackwing.com.au/

Australian Retirement Trust. It’s more super for you and your clients.
Visit https://www.australianretirementtrust.com.au/adviser

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 28, 2022

This week we cover the US Core PCE Price Index print, US durable goods data and home sales, the European Central Bank's policy meeting, Woolworths, Qantas, and KKR's Ramsey Health bid.

This market highlight is proudly brought to you 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, 2022

In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation.

AstuteWheel Website: https://www.astutewheel.com.au/
Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/
Curiosity Corner (Glide) website: https://www.glideapps.com/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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 24, 2022

Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who are Wear It Purple, why they exist, and how we can get involved to support youth mental health.

Lara Husselbee LinkedIn: https://www.linkedin.com/in/larahusselbee/
Wear It Purple Website: https://www.wearitpurple.org/
WIP Day Resources: https://www.wearitpurple.org/wip-day-resources

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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, 2022

Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk about the challenges he faced when starting his own practice, overcoming adjustment disorder and building confidence.

Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/
Modern You Financial Planners Website: https://www.modernyoufp.com/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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 21, 2022

This week we cover Australian Wage inflation and Employment data, the Reserve Bank of New Zealand interest rates rise, Carsales, BHP, SEEK, Temple and Webster, and Cleanaway.

This market highlight is proudly brought to you 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 17, 2022

Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service.

Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/
Verse Wealth Website: https://www.versewealth.com.au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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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