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Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.
 
The ill-advised Wise Guys podcast stars Uchay and QDeezy! Every other Monday at 11:30 am EST, the wise guys provide their "ill-advised thoughts" on the newly released albums and singles by your favorite mainstream and indie artists from around the world! They also discuss topics in the ever-changing worlds of society & culture. Be sure to continue the conversations from each episode by following the guys on Twitter: @illadvisedwguys
 
Professional network for financial advisers www.xyadviser.com The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
 
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
 
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
Writer and HelloGiggles.com co-founder Molly McAleer and her diverse roster of guests tear into listener voicemails, giving advice and exploring the underlying issues while laughing all the way. If you would like Molls to answer your question, call (323) 450-7408 and leave a message.
 
Wendy Lloyd Curley is a dynamic person who is passionate about everything she does. With creative energy, an engaging presentation style, humour, business savvy, and authenticity, Wendy brings a wealth of experience and sensibility to her audience.
 
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show series
 
John is the Co-Founder and a Certified Financial Planner at CandorPath Financial. He discusses how his key to success is his business partnership with Matthew Marcoux, and how they've taken an ensemble approach to their advice practice. John Kennedy LinkedIn: https://www.linkedin.com/in/johnkennedycfp%C2%AE/ CandorPath Website: https://www.candorpa…
 
As an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients. In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad shares his …
 
Long delays in broker-lodged loans have been an ongoing issue for the past year - but are things starting to look up? Annie Kane and Michael Johnson explore more In this episode of In Focus, host Annie Kane is joined by Momentum Intelligence’s head of strategy, Michael Johnson, to discuss what the data is showing us about turnaround times at the le…
 
Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his "Client Connection" research, which explores how adviser's relationships with their clients are bettering the world of financial advice. Adam Crabbe XY: https://www1.xyadviser.com/members/6396099 Zurich Website: https://www.zurich.com.au/ The Client Conne…
 
We answer your questions on Google Display ads so you can get a much better understanding of what is possible.What is the display network?Do you have to make the banners?Can you do animated banners?Who sees the ads?How much do they cost?Are they good for lead gen?Search & Display combined, is that good?…
 
Today we cover the US CPI release, Australian employment data, the Sydney Airport bid, the infrastructure M&A boom, Paypal's entry into Australia, the progressing OPEC discussions and the COVID Delta variant. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.…
 
Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He returns to the XY Adviser Podcast to talk about working with advice practices to create efficiencies and businesses that can strive to the next level. Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/ Your Wealth Hub Advice Website: https://www…
 
Michelle Towner of Towner Finance took home not one, but three awards at the Better Business Awards in Perth earlier this year, including WA’s Broker of the Year 2021. We find out how she runs her leading brokerage. In May of this year, the founder and managing director of Towner Finance, Michelle Towner, was crowned the Best Residential Broker and…
 
On this episode, we were joined by OT the GoldN' Child and Kamalkiddo of the Beerz & Barz Podcast. Join in on this episode where they help us provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (9:15) | Artists that haven’t reached their potential (24:35) | Sh…
 
Marc is the author of "The Money Sandwich". He chats about his time as National President of the AFA and what advisers do to help consumers, specifically clients facing retirement. Marc Bineham LinkedIn: https://www.linkedin.com/in/marcbineham/ The Money Sandwich Website: https://themoneysandwich.com/ Make confident investment decisions backed by d…
 
We answer your questions on Google Search Pay Per Click ads so you can get a much better understanding of what is possible.Why and when would you use Google Ads?How much do they cost and when do you pay?What affects the price?Do people click the ads?Should you run ads on your brand name?What can you have on your ad?…
 
Today we cover the RBA's monetary decision, the continuing OPEC discussions, ISM Services data, the Sydney Airport bid, the Tabcorp strategic review results and the worsening Sydney Lockdown. 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 Goog…
 
Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. She discusses how advisers can become aged care specialists, and why advisers should start talking to their clients about aged care sooner. Louise Biti XY: https://www1.xyadviser.com/members/4574496 Aged Care Steps Website: https://aged…
 
To make sure your marketing is as strong as it can be, you should focus on data-based decisions, and forget the “shiny object” mentality. In this episode, Brad Swineheart speaks with Natalie Grassi, an advisor development consultant at Simplicity Scottsdale, to discuss strategies you can start implementing for an effective marketing plan. Natalie d…
 
As we commence a new financial year, there are a range of trends and regulatory changes that may impact brokers. Mortgage Ezy outlines what brokers need to know. In this episode of In Focus, host Annie Kane is joined by Mortgage Ezy’s founder and chair, Peter James, and its head of distribution, Mick Conyngham, to discuss the key finance and proper…
 
In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss the pros and cons of SMSFs, super reform and where SMSFs are heading in the future. Tim Miller LinkedIn: https://www.linkedin.com/in/timmillersmsf/ SuperGuardian Website: https://www.superguardian.com.au/ Need SMSF support or CPD? Sign up for …
 
Robin Powell's guest on this episode is Sam Adams. Sam spent 17 years with Dimensional Fund Advisors — and much of that time in London, where he set up DFA’s European operation.In 2014 he founded Vert Asset Management in California. Vert designs and builds sustainable portfolios, educates investors and financial advisers about ESG investing, and he…
 
We run through 9 ways that you can generate mortgage leads with digital marketing.In part 2 we discuss email marketing, Facebook Ads, creating your own audiences and generating more leads from your existing website visitors.The Lead Engine による
 
Today we cover the inflation data from The ISM Manufacturing Index in the US, unemployment in Australia, IDP Education, Telstra, Tuesday's RBA meeting and OPEC discussion delays. 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…
 
Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks about his process for property purchases for SMSFs, and how the set-up is the most critical part of the process. Allister Sutherland XY: https://www1.xyadviser.com/members/2217902 LinkedIn: https://www.linkedin.com/in/allister-sutherland-cta-ssa…
 
Commercial finance broker Jason Boccaccio was named SA/NT’s Best Finance Broker and Broker of the Year earlier this month for his work servicing clients during a very difficult year. We catch up with Jason to find out more. As a former accountant turned broker, Adelaide Commercial Finance director Jason Boccaccio has a strong affinity for helping b…
 
On this episode, we provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (9:31) | Biggest takeaways from the 2021 XXL Freshman List (24:34) | How good can Doja Cat be? (38:58) | The Megan Thee Stallion and DaBaby drama... (58:52) | Who doesn't have a bad album …
 
Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients. Aaron Dunn XY: https://www1.xyadviser.com/members/4574606 Smarter SMSF Web…
 
Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF. Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/ SMSF Association Website: https://www.smsfassociation.com/ SMSF Connec…
 
Effective marketing can take an advisor’s practice to new levels—but what does that look like with the many redefined styles of marketing? In this episode, Brad Swineheart is joined by Rebecca Hourihan AIF®, chief marketing officer at 401(k) Marketing to discuss how advisors can invest their time into their digital reputation without losing sight o…
 
SA broker Aaron Vogt has been running his full-service brokerage, Preferred Finance, for the past 15 years, servicing borrowers in the wine region of the Adelaide hills. We catch up with SA/NT’s Regional Broker of the Year 2021 to find out how he does it. In this episode of Elite Broker, we’re sitting down with Preferred Finance director and broker…
 
Shelley is the Head of Education at ASF Audits, one of Australia's largest independent SMSF Auditors. She joins Fraser to discuss what happens during an audit, and what the pain points are. Shelley Banton LinkedIn: https://www.linkedin.com/in/shelley-banton-0a903a17/ ASF Audits Website: https://asfaudits.com.au/ Need SMSF support or CPD? Sign up fo…
 
Imagine launching your new business with over 1400 five star reviews on Trustpilot and your branding, website and systems already sorted for you!Being able to run your own firm but with the right support around you too. Sounds too good to be true?That's why we have spoken to a franchisee (Paul Mclean - TMS Bristol) and also Mark Deane from The Mort…
 
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series. Karolina Kuszyk LinkedIn: https://www…
 
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology. Caren Hendrie LinkedIn: https://www.lin…
 
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can’t manage what you can’t measure. Andy Fenton Linke…
 
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden. Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart…
 
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients. Conra…
 
Engineer-turned-broker Adam Bradley has been running his Brisbane-based brokerage, Emerge Finance, for the past seven years, specialising in first home buyers. We catch up with the self-proclaimed ‘Guarantor King of Brisbane’ to find out how he’s been growing his business. In this episode of Elite Broker, we’re sitting down with Emerge Finance dire…
 
On this episode, we provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (9:55) | Migos - Culture III | Album Review (25:23) | Are artists truly "allowed" to evolve? (40:28) | Which platforms are “breaking” artists in 2021? (51:53) | “Tha Carter III” by Lil Way…
 
Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian Financial Advisers Wellbeing Report. Australian Financial Advisers Wellbeing Report 2021: https://dradamfraser.com/e-lab/financial-advisers-report Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981 Dr. Adam Fraser Website: https:…
 
There a lot of marketing "experts" and most of them give very similar advice with a broad brush.But convincing someone to call you to discuss their finances is very different to buying a pair of trainers from sports direct right?So shouldn't we have a different strategy when marketing financial services?We think so, and we discuss why and how it's …
 
Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, and how they're using these changes to deliver better value to their members. Glen Hare LinkedIn: https://www.linkedin.com/in/glen-hareadviser/?originalSubdomain=au Fox and Hare Website: http://www.foxandharewealth.com/ This podcast is brought to you…
 
As an advisor, listening to your clients is absolutely vital for success. In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO at Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects. You will learn: How to start developing ‘the voice of the client’ —and input that int…
 
At this year’s Better Business Awards in Queensland, Jodie Wolfenden, Gold Coast broker and director at Superior Wealth, took home not one, but two awards on the night: Best Finance Broker and the coveted Broker of the Year 2021 for the state. The Burleigh Heads-based Loan Market broker sees herself as more of a finance strategist than a traditiona…
 
Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology and behavioural finance, as well as the big five bias types that affect our personality and beliefs. Graham Rich LinkedIn: https://www.linkedin.com/in/grahamrich/?originalSubdomain=au Porftfolio Construction Forum Website: https:/…
 
Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow critiques, such as looking at spending habits and becoming mindful and more intentional with money. Lexi Smith LinkedIn: https://www.linkedin.com/in/lexi-smith-cfp/ MoneyVine Website: https://moneyvine.com.au/ This podcast is brought to you by Int…
 
You may have seen Karla Edwards on Linkedin with some incredibly entertaining videos originally designed for TicToc.For the last 6 months, Karla has hosted the "Money Making Mothers" Podcast to help inspire women in and out of financial services that you can have an amazing career around your children.If you're struggling to pluck up the courage to…
 
As a property investor, Amy Ferguson already knew some of the ins and outs of property finance but decided to make her passion her career, by becoming a broker herself. We find out how Western Australia’s recently crowned Best Newcomer has found her journey to date. Mortgage and finance broking draws new entrants from a range of different industrie…
 
On this episode, we provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (10:15) | DMX - Exodus (Album Review) (27:00) | Drake wins Billboard’s “Artist of the Decade” award (40:40) | Have collab projects become gimmicky? (51:50) | Why aren't rappers considered …
 
Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given. Brendan Frazier LinkedIn: https://www.linkedin.com/in/bren…
 
Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to chat about value, best practices, client experience and community. Danni Visser XY: https://www1.xyadviser.com/members/4086773 Danni Visser LinkedIn: https://www.linkedin.com/in/danni-visser-42674182/ Emily Blanch XY: https://www1.xyadviser.com/members/219…
 
Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next. In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, and he is here to discuss why advisors…
 
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