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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: March, 2022
Mar 30, 2022

Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness Meditation Teacher. She joins Jess to talk about dealing with stress, and what advisers can do to avoid burnout.

Dr. Emily Amos LinkedIn: https://www.linkedin.com/in/dremilyamos/
Dr. Emily Amos Website: https://www.dremilyamos.com/
Mindful Me Course: https://www.dremilyamos.com/mindful-me
mind.life.me podcast: https://podcasts.apple.com/au/podcast/mind-life-me/id1604311628

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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Mar 29, 2022
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future. 

To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

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Mar 29, 2022
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

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Mar 29, 2022
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together.
 
To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

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Mar 29, 2022
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples.

To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

Join the XY platform:
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Mar 29, 2022
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' “memorable moments” and the Pub or BBQ test, as well as not applying “technology efficiencies” to “speed up” a bad client experience. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

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Mar 28, 2022

Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client experience has grown and evolved over the years, and what has driven that growth.

Will Hamilton LinkedIn: https://www.linkedin.com/in/willhamiltonhwm/
Hamilton Wealth Partners Website: https://www.hamiltonwealth.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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Mar 27, 2022
This week we cover US Federal Chair Jerome Powell, US Manufacturing PMIs, Telix pharmaceutical and Uniti Group.

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

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Mar 23, 2022

Trish is a Financial Planner at Fox & Hare Wealth and host of the MilSpouse Money podcast. She and Jess discuss parental leave policy, and how the advice industry could change to better support expecting advisers.  Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/
Fox & Hare Wealth Website: https://foxandharewealth.com/
MilSpouse Money Podcast: https://podcasts.apple.com/au/podcast/milspouse-money/id1542016079

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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Mar 22, 2022
Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building a motivated, success-driven team for your practice.

Michael Back XY: https://www1.xyadviser.com/members/2243422
Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/
Human to Human Website: https://humantohuman.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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Mar 20, 2022
This week we cover the FOMC, the continuing impacts of the Russian invasion of Ukraine, Chinese equity markets and Australian Employment Data.

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

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Mar 16, 2022
Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and how to use great copy to help create better businesses and better lives.

Lucinda Starr LinkedIn: https://www.linkedin.com/in/lucindastarr/
Starr Studio Website: https://www.starrstudio.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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Mar 15, 2022

In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing them with your clients.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/

David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/

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Mar 15, 2022

In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/

David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/

Join the XY platform:
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Mar 15, 2022

In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/

David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/

Join the XY platform:
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Mar 15, 2022

In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where we should stop.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/

David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/

Join the XY platform:
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Mar 15, 2022

In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/

David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/

Join the XY platform:
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Mar 14, 2022

Andrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast after three years to discuss how his service solution has evolved since starting his business, and the lessons he's learned along the way.

Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/
Peak Wealth Management Website: https://peakwm.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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Mar 13, 2022
This week we cover the continuing impacts of the Russian invasion of Ukraine, US Inflation, RBA's views on Australian employment and inflation, Aristocrat Leisure, AGL Energy and Tsingshan.

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

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Mar 9, 2022
Moo is the Director of Primary Prevention at Women's & Girls'​ Emergency Centre (WAGEC) and a strategic advisor on the development of Next Chapter, Commbank's financial abuse program. She and Jess discuss the red flags of financial abuse, and what advisers can do to help when they spot these red flags. 

LinkedIn: https://www.linkedin.com/in/moobaulch/
WAGEC Website: https://www.wagec.org.au/
Commbank Next Chapter: https://www.commbank.com.au/support/next-chapter.html
FW Podcast: https://futurewomen.com/theresnoplacelikehome/
Deloitte Report: https://www.commbank.com.au/articles/newsroom/2022/02/next-chapter-commitment.html
1800 RESPECT: https://www.1800respect.org.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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Mar 7, 2022

Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of his business and client service solution, and what he's doing to further drive efficiency.

Shaun Hunt LinkedIn: https://www.linkedin.com/in/shaunhunt1/
Hunt Wealth Website: https://huntwealth.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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Mar 6, 2022

This week we cover the continuing impact of the Russian invasion of Ukraine, US non-farm payrolls, US ISM services data, and RBA's monthly monetary policy decision. This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Mar 2, 2022

Fraser is XY Adviser's own Head of Media and Podcast Host. He catches up with Jess to pass the podcasting baton, and to discuss some of the exciting projects he's working on in 2022 and beyond.

Fraser Jack XY: https://www1.xyadviser.com/members/2401465
Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/

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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Mar 1, 2022
In this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). They introduce the four success drivers of winning advice firms, and dive deep into the first two of those success drivers. You’ll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise.

Delivering on your client promise: 5 steps to success - https://www.macquarie.com.au/client-experience

Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/advisers

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1