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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: February, 2022
Feb 28, 2022

Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben discuss the lessons he's learned around building a great performing team through preempting and avoiding systems and processes that bog down practices.

Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/
Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/
Vinarc Website: https://www.vinarc.com.au/

Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/

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Feb 27, 2022

This week we cover the market impacts of the Russian invasion of the Ukraine, including the impact on natural gas, crude oil and gold prices.

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

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Feb 23, 2022
Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key observations as to what's currently working in the financial advice industry as a whole, and where practices are headed in the future.

Tim Farr LinkedIn: https://www.linkedin.com/in/farrtim/
Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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Feb 21, 2022

Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben to talk about defining roles and setting expectations internally within the business to ensure the service agreement is met, and how the business has evolved as a result.

Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/
Centaur Financial Services: https://centaurfinancial.com.au/
Hugh Robertson Website: https://hughrobertson.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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Feb 20, 2022
This week we cover the market impacts of the geopolitical tensions in Eastern Europe, the US FOMC minutes, Australian and New Zealand Reporting Season, US Retail Sales Data and US PPI Data.

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

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Feb 14, 2022
Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills he's gained around hiring well with consistency, and how his service solution has evolved over time.

Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/
Corey Wastle XY: https://www1.xyadviser.com/members/2258095
Verse Wealth Website: https://www.versewealth.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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Feb 9, 2022
Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where insurance companies are lacking in their dealing with advisers, and Kris's tips for working with claims.

Kris Mason LinkedIn: https://www.linkedin.com/in/kris-mason-69b08680/
MBS Insurance Website: https://mbsinsurance.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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Feb 7, 2022
James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he's learned around building a great team, and how he's using TikTok to bring in new clients.

James Wrigley XY: https://www1.xyadviser.com/members/2920075
LinkedIn: https://www.linkedin.com/in/james-wrigley/
First Financial Website: https://firstfinancial.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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Feb 2, 2022
Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, the positive and negative impacts that COVID has had on the business, change fatigue and the future of advice.

Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561
Oreana Financial Services Website: https://www.oreanafinancial.com/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

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Feb 1, 2022

In this first installment we look back on how we got to where we are currently with Individual Disability Income Insurance, and the lessons we can learn from the past.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/

Join the XY platform:
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Feb 1, 2022

In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle into the changes of IDII.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/

Join the XY platform:
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Feb 1, 2022

In this installment we talk about the technical side of Income Protection product profitability, including the five levers that can be used to keep the products sustainable.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/

Join the XY platform:
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Feb 1, 2022

In this episode we talk about the human side of IDII changes, from advisers and staff to claims teams and clients.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/

Join the XY platform:
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Feb 1, 2022

In this final episode our panel discusses the future opportunities and threats during the final wave of changes.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: https://www.metlife.com.au/

Join the XY platform:
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