In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth Line's risk management and compliance software, how it complements existing frameworks, and where they're headed in the future.
Fourth Line Website: https://fourth-line.com.au/
Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/
Curiosity Corner (Grammarly) Website: https://www.grammarly.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
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Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of "succeeding at failing", and the balancing act we put ourselves through when defining ourselves as either a success or a failure.
Charlie Fraser LinkedIn: https://www.linkedin.com/in/charlie-fraser-47b84317/
Shadforth Website: https://www.sfg.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her new book "The Five Conversations About Money That Will Radically Change Your Life", and how to create content that makes people actively engage with their money.
Vanessa Stoykov LinkedIn: https://www.linkedin.com/in/vanessa-stoykov/
Evolution Media Group Website: https://evolutionmediagroup.com.au/
Vanessa Stoykov Website: https://vanessastoykov.com.au/
Podcast: https://vanessastoykov.com.au/podcast/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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This week we cover the Fed and RBA cash rate increase, US Employment data, Australian real estate data, Woolworths, Goodman Group, and CSL.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.
iFactFind Website: https://ifactfind.com.au/
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/
Curiosity Corner (Airtable) website: https://www.airtable.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
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Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how she was crowned 2022 AFA Financial Adviser of the Year, and what she's doing in her practice to stand out.
Felicity Cooper LinkedIn: https://www.linkedin.com/in/goldcoastfelicitycooper/
Cooper Wealth Management Website: https://www.cooperwealthmanagement.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and Fraser discuss all things client experience, from growing your business and future technology concepts.
Stewart Bell LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/
Audere Website: https://audere.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights and experiences with delivering a great client experience.
Kim Payne LinkedIn: https://www.linkedin.com/in/kimpayne9rok/
9rok Consulting Website: https://9rok.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience enthusiast, and in this installment he and Fraser chat about how technology plays a vital part in the human client experience.
Michael Back XY: https://www1.xyadviser.com/members/2243422
Human to Human Website: https://humantohuman.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns with your client experience, and how you can win at both.
Suz Chadwich LinkedIn: https://www.linkedin.com/in/suzannechadwick/
Suz Chadwick Website: https://suzchadwick.com/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology side of the client experience, and how it will continue to shape advice in the future.
Greg Hansen LinkedIn: https://www.linkedin.com/in/greg-hansen-a0640838/
HUB24 Website: https://www.hub24.com.au/
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to chat about the importance of building a team and having a community in your business, and the most difficult skill he’s had to master as an adviser.
RFS Advice Website: https://www.rfsadvice.com
Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/
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This week we cover the Australian Federal Budget, US Core CPE index data, Amazon, Meta, Alphabet, and Carsales.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at Lonsec's iRate research tool, and discuss the features that advisers may not be using to their advantage.
Lonsec Website: https://www.lonsec.com.au/
iRate Two Week Trial: https://www.lonsec.com.au/financial-adviser/irate-trial/
Hannah Bevan LinkedIn: https://www.linkedin.com/in/hannah-bevan-37831063/
Curiosity Corner (TextExpander) website: https://textexpander.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:
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Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, bullying, and the role of good leaders to help create safe workplaces.
Dawn Thomas XY: https://www1.xyadviser.com/members/11231058
Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/
The Wealth Designers Website: https://twd.com.au/
"A Husband is Not a Retirement Plan" by the Senate of Economics References Committee: http://www2.xyadviser.com/mhs7ou
Response from the govt regarding the recommendations: http://www2.xyadviser.com/9irbpc
Fair Work Bullying Resource: http://www2.xyadviser.com/fsr3lj
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
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This week we cover British Prime Minister Liz Truss' resignation, UK CPI data, the US NAHB House Market index, New Zealand CPI data, Santos, Woodside, Adbri, Netflix and Tesla.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode Peita is joined by LinkedIn Expert and Consultant Adam Houlahan. They chat about the different approaches to using LinkedIn as a tool to benefit your business, and common mistakes you may be making.
Adam Houlahan Website: https://adamhoulahan.com/
Adam Houlahan LinkedIn: https://adamhoulahan.com/
Curiosity Corner (Hypercontext) website: https://hypercontext.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
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Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component he built within BlueRock, what his initial intention with it was, and how the teams work together to help clients.
Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/
BlueRock Website: https://www.bluerock.com.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
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James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing can be practically woven into your advice process, and how understanding your client's values can build deeper connections.
James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/
JustInvest Financial Planning: https://www.justinvest.net.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
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This week we cover US Core CPI data, the UK jobs report, the Westpac consumer confidence index, Qantas, and Baby Bunting.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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This week, Peita is joined by Dante St James, Meta Lead Trainer and Digital Consultant to Small Businesses. They discuss the best ways to approach Facebook as a business, and explore the lesser-known benefits and tools of the Meta Business Suite.
Dante St James Website: https://dantestjames.com/
Dante St James LinkedIn: https://www.linkedin.com/in/dantestjames/
Curiosity Corner (Answer the Public) website: https://answerthepublic.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:
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Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he's created within his practice, and how any technology you use in your business should be robust with your client strategy in mind.
Andrew Hewison LinkedIn: https://www.linkedin.com/in/andrewhewison/
Hewison Private Wealth Website: https://www.hewison.com.au/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
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Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He returns to the XY Podcast to talk about team structuring, and the upcoming Ethical Advice Conference.
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/
Ethical Advice Conference Website: https://www.ethicaladviceconference.com/
Tribeca Financial Website: https://www.tribecafinancial.com.au/
Ethos Australia Website: https://www.ethosesg.com/
Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy
Join the XY platform:
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This week we cover the ASX 200, US non-farm payrolls, rising RBNZ rates, global oil reserves, the SEEK Australian Job index, Magellan, and Appen.
This market highlight is proudly brought to you by Milford https://milfordasset.com.au/
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In this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software.
ProductRex Website: https://www.productrex.com.au/
Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/
Curiosity Corner (Brickit) website: https://brickit.app/
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:
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