Info

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.
RSS Feed Subscribe in Apple Podcasts
XY Adviser
2022
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February


All Episodes
Archives
Now displaying: August, 2022
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/

Aug 15, 2022

Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients.

Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/
Gianna Thomson Website: https://www.giannathomson.com.au/
Fitzpatricks Private Wealth: https://fitz.com.au/adviser/gianna-thomson-salvestro/

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 14, 2022

This week we cover the US July CPI print, the US Producer Price index, Australian reporting season, CBA, Telstra, and BHP.

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 11, 2022

Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she's learned from.

Jess Brady XY: https://www1.xyadviser.com/members/2416358
Jess Brady LinkedIn: https://www.linkedin.com/in/jessica-brady-21165812/
Fox & Hare Website: https://foxandharewealth.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 8, 2022

Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what's changed and developed in his practice over the last fourteen years, and the steps he's taken to future-proof the business.

Steve Nielsen LinkedIn: https://www.linkedin.com/in/stevenielsenascentwm/
Ascent Wealth Management Website: https://www.ascentwm.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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 7, 2022

This week we cover the RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation.

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 4, 2022

Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk all things Advice Tech, including what advisers are looking for in the Advice Tech they use, and where it might be headed in the future.

Kevin Liao LinkedIn: https://www.linkedin.com/in/liaokevin/
DASH Website: https://dash.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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 1, 2022

Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of "Sharing More than the Sheets". He and Ben chat about how he settled into his niche of working with couples and families, and how he build the right team to suit this niche.

Michael Khouri XY: https://www1.xyadviser.com/members/2492418
Michael Khouri LinkedIn: https://www.linkedin.com/in/khourimichael/
Better Financial Planning Website: https://www.betterfinancialplanning.com.au/
Sharing More Than The Sheets Podcast: https://www.sharingmorethanthesheets.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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/

1