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Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl 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, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: 2022
#286 Tim Farr 0
Feb 23, 2022
Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key observations as to what's currently working in the financial advice industry as a whole, and where practices are headed in the future.

Tim Farr LinkedIn: https://www.linkedin.com/in/farrtim/
Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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/

#285 Hugh Robertson 0
Feb 21, 2022

Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben to talk about defining roles and setting expectations internally within the business to ensure the service agreement is met, and how the business has evolved as a result.

Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/
Centaur Financial Services: https://centaurfinancial.com.au/
Hugh Robertson Website: https://hughrobertson.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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/

21 FEB 2022 - Monday Market Highlights 0
Feb 20, 2022
This week we cover the market impacts of the geopolitical tensions in Eastern Europe, the US FOMC minutes, Australian and New Zealand Reporting Season, US Retail Sales Data and US PPI Data.

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

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

#284 Corey Wastle 0
Feb 14, 2022
Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills he's gained around hiring well with consistency, and how his service solution has evolved over time.

Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/
Corey Wastle XY: https://www1.xyadviser.com/members/2258095
Verse Wealth Website: https://www.versewealth.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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/

#283 Kris Mason 0
Feb 9, 2022
Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where insurance companies are lacking in their dealing with advisers, and Kris's tips for working with claims.

Kris Mason LinkedIn: https://www.linkedin.com/in/kris-mason-69b08680/
MBS Insurance Website: https://mbsinsurance.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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/

#282 James Wrigley 0
Feb 7, 2022
James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he's learned around building a great team, and how he's using TikTok to bring in new clients.

James Wrigley XY: https://www1.xyadviser.com/members/2920075
LinkedIn: https://www.linkedin.com/in/james-wrigley/
First Financial Website: https://firstfinancial.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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/

#281 Jonathan Christie 0
Feb 2, 2022
Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, the positive and negative impacts that COVID has had on the business, change fatigue and the future of advice.

Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561
Oreana Financial Services Website: https://www.oreanafinancial.com/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

The New Normal for Income Protection #1 0
Feb 1, 2022

In this first installment we look back on how we got to where we are currently with Individual Disability Income Insurance, and the lessons we can learn from the past.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: 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/

The New Normal for Income Protection #2 0
Feb 1, 2022

In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle into the changes of IDII.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: 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/

The New Normal for Income Protection #3 0
Feb 1, 2022

In this installment we talk about the technical side of Income Protection product profitability, including the five levers that can be used to keep the products sustainable.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: 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/

The New Normal for Income Protection #4 0
Feb 1, 2022

In this episode we talk about the human side of IDII changes, from advisers and staff to claims teams and clients.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: 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/

The New Normal for Income Protection #5 0
Feb 1, 2022

In this final episode our panel discusses the future opportunities and threats during the final wave of changes.

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

Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY: https://www1.xyadviser.com/members/2786338
Affinitas Accounting Website: https://affinitasaccounting.com.au/

John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY: https://www1.xyadviser.com/members/2400932
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/
MBS Insurance Website: https://mbsinsurance.com.au/

Dr. Jeff Scott 
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
Metlife Website: 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/

#280 James Millard 0
Jan 31, 2022

James is Head Coach at Sufficient Funds and "Australia's Most Relatable Money Guy". He talks with Ben about the decisions he made that have driven his business growth, and how to build a rock-solid team.

James Millard XY: https://www1.xyadviser.com/members/2838349
Sufficient Funds Website: https://sufficientfunds.com.au/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

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/

#279 Dan Blatch 0
Jan 26, 2022

Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy's Blues, and the winner of the 2021 ifa Risk Adviser of the Year Award. He chats about his business journey, from wanting to be a physio-therapist to ultimately landing in financial advice.

Dan Blatch LinkedIn: https://www.linkedin.com/in/dan-blatch-604070a/
IMFG Website: https://www.imfg.com.au/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

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/

#278 Thabojan Rasiah 0
Jan 24, 2022
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with Purpose Podcast. He joins Ben to talk about the "people side" of his business, and why building the right team is critical for delivery.

Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

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/

#277 Adele Martin 0
Jan 17, 2022

Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money Buddy. She returns to the XY Podcast to chat with Ben about her hacks for growing your business and team.

Adele Martin XY: https://www1.xyadviser.com/members/2403682
Adele Martin Website: https://www.adelemartin.com/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

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/

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