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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: May, 2022
May 31, 2022

In this first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

Join the XY platform:
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May 31, 2022

In this instalment we talk about steps four, five and six in the change management process. This includes having a strong value proposition and investment philosophy, what our clients want, and the perceived objections from all stakeholders.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

Join the XY platform:
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May 31, 2022

In this episode we continue with steps seven, eight and nine in the change management process. We talk about the perceptions of letting go of control, what to look for in an investment partner, stakeholder engagement and change management.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

Join the XY platform:
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May 31, 2022

In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical implementation, the client journey, and reviewing the process.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

Join the XY platform:
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May 30, 2022

Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of the Top Fifty most influential Adviser's in Australia for 2021 by Financial Standard. He returns to the XY Podcast to chat about the evolution of his business, how the focus has changed over time, and how COVID helped to kick-start its growth.

Ronald Pratap LinkedIn: https://www.linkedin.com/in/ronaldpratap/
RP Wealth Management Website: https://www.rpwealthmanagement.com.au/

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

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May 29, 2022

This week we cover the Reserve Bank of New Zealand, US FOMC minutes and Personal Income and Spending Data, Australian Retail Sales and PMI's, and Woodside Petroleum's merger with BHP.

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

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May 25, 2022

Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she's created, how we can work better together, and some of the learnings around how to engage women in the advice journey.

Molly Benjamin LinkedIn: https://www.linkedin.com/in/mollybenjamin/
Ladies Finance Club Website: https://www.ladiesfinanceclub.com/
Starling Gender Representation Report: https://www.starlingbank.com/docs/reports-research/StarlingGenderRepresentationReport.pdf

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

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May 23, 2022

Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business.

Liam Shorte XY: https://www1.xyadviser.com/members/2231871
Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/
Verante Website: https://www.verante.com.au/
SMSF Coach Website: https://smsfcoach.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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May 22, 2022
This week we cover US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat.

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

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May 18, 2022

Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and Jess discuss end of life, and how to approach important conversations around death.

Annie Bolitho LinkedIn: https://www.linkedin.com/in/anniebolitho/
Annie Bolitho Website: https://www.anniebolitho.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

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May 16, 2022

Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and client engagement process he developed for The Wealth Designers, and how it's evolved into what it is today.

Troy MacMillan LinkedIn: https://www.linkedin.com/in/troymacmillan/
The Wealth Designers Website: https://twd.com.au/
Troy MacMillan Website: https://troymacmillan.com/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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May 16, 2022

This week we cover the US Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom. 

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

Join the XY platform:
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May 11, 2022
Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow.

Lacey Filipich LinkedIn: https://www.linkedin.com/in/laceyjfilipich/
Money School Website: https://www.moneyschool.org.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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May 9, 2022
Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years.

Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/
Prosper Advisory Website: https://www.prosperadvisory.com.au/

To find out more about Plutosoft, book a demo on our website at https://www.plutosoft.com.au/

Join the XY platform:
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May 8, 2022

This week we cover the recent Central Bank meetings, the Macquarie Australian conference, Woolworths and Virgin Money. 

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

Join the XY platform:
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May 4, 2022

Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and Jess chat about how she has managed to successfully balance her business and personal life. Jo Brassett LinkedIn: https://www.linkedin.com/in/jobrassettinsuranceadvice/
IAS Website: https://www.insuranceadvisoryservice.com.au/
Coach4U Website: https://www.coach4u.com.au/

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

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May 2, 2022

Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser of the Year award, and he talks about what he was doing in his practice to achieve that, along with how he's improved the business since then. Darren Johns LinkedIn: https://www.linkedin.com/in/darrenjohns/
Align Financial Website: https://alignfinancial.com.au/

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

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May 1, 2022

This week we cover Alphabet, Microsoft and Amazon corporate earnings, Coles third quarter results, EML, and the US Personal Spending report.

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

Join the XY platform:
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