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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: April, 2022
Apr 27, 2022

Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy in the next generation, along with the need to improve the level of diversity that exists.

Jenny Rolfe-Wallace LinkedIn: https://www.linkedin.com/in/jenny-rolfe-wallace-948268107/
Sprout Education Website: https://sprouteducation.com.au/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

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Apr 25, 2022
David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to talk about delegating decision making to your leadership team to maximise focus in your practice.

David Dugan LinkedIn: https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/
Abundance Global Website: https://www.abundance.global/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

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Apr 24, 2022
This week we cover the Chinese economy expansion, the German Producer Price Index, the RBA minutes, NTD, Ramsay Health Care and Netflix.

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

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Apr 20, 2022

Joris, also known as "The Plateau Hacker", is a Speaker, Trainer and Mentor. He and Jess talk about how to improve our performance, our teams and ourselves, and why values and missions are not "nice-to-haves", but "must-haves".

Joris Cuesta LinkedIn: https://www.linkedin.com/in/joriscuesta/
Joris Cuesta Website: https://www.joriscuesta.com/

For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 

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Apr 18, 2022
Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the advice industry, how his service solution has evolved over time, and how asking better questions of your clients leads to better outcomes.

Matt Leech LinkedIn: https://www.linkedin.com/in/mattleech1/
Kofkin Bond & Co Website: http://www.kofkinbond.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

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Apr 17, 2022

This week we cover US and UK Core Inflation Data, Australian Employment Data, IGO's bid for Western Areas, and The Morrison Consortium.

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

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Apr 13, 2022

Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial Advisers (AFA). He and Jess chat about his current roles and how he manages to successfully juggle his time between them.

Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/
Perera Crowther Website: https://www.pereracrowther.com.au/
AFA Website: https://www.afa.asn.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

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Apr 12, 2022

In this episode we start high-level as we discuss the evolving advice landscape, and how the difference between “thriving” or “surviving” is in the mental flexibility to see things with an entrepreneurial mindset.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/

Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
LifeSherpa Website: https://lifesherpa.com.au/

Nicola Beswick
Senior Financial Adviser and Confidante at FMD Financial
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network
Nicola Beswick Website: https://www.nicolabeswick.com/

Greg Newman
Head of Retail Distribution at HUB24
Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/
HUB24 Website: https://www.hub24.com.au/

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Apr 12, 2022

In this second instalment we take a deep dive into mindset with Adele Martin. Adele created "The Money Mentor”, which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Adele Martin
Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy
Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/

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Apr 12, 2022

Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Vince Scully
Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
LifeSherpa Website: https://lifesherpa.com.au/

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Apr 12, 2022

In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset. 

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Nicola Beswick
Senior Financial Adviser and Confidante at FMD Financial
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network
Nicola Beswick Website: https://www.nicolabeswick.com/

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Apr 12, 2022

In this final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset.

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Greg Newman
Head of Retail Distribution at HUB24
Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/
HUB24 Website: https://www.hub24.com.au/

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Apr 11, 2022

John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building a client focused service solution, and how it's changed over time.

John Woodley LinkedIn: https://www.linkedin.com/in/john-woodley1/
Fitzpatrick Private Wealth Website: https://fitz.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

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Apr 10, 2022

This week we cover the RBA Monthly Monetary Policy, The US Federal Reserve meeting minutes, US Government Bond yields, and the market impacts of the Shanghai lockdown.

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

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Apr 6, 2022
Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. She and Jess chat about money coaching and how it can be used to enrich your client relationships.

Catherine Belford LinkedIn: https://www.linkedin.com/in/catherinebelford/
Focused Wealth Website: https://focusedwealth.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

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Apr 4, 2022
Matt is the Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, the growth strategies he's used, and how to add value on an ongoing basis.

Matt Bazzica LinkedIn: https://www.linkedin.com/in/matthewbazzica/
Futurevest Website: https://futurevest.com.au/

For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.com.au/

Join the XY platform:
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Apr 3, 2022

This week we cover Australian Federal pre-election budget, the Strategic Petroleum Reserve and the European Central Bank.

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

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