最高の Adviser ポッドキャスト (2021)

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XY Adviser

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#272 Christopher Athanassios 39:15

2d ago39:15

39:15

Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses. Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/ MillerPrince Website: https://millerprince.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.…

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The Adviser Podcast Network

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Running a full-range financial services business 50:16

8d ago50:16

50:16

For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After qualifying as an accountant and setting up her accounting practice, she soon found that clients also wanted help with their wealth and loans too. But rather than refer clients out, she decided to become a qualified financial planner and mortga…

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The Successful Adviser by James McCracken

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How Julie Bishop Went from Banking to Broking 37:42

12d ago37:42

37:42

In this interview with Julie Bishop, I took a slightly different tact. Yes, Julie and I could have just talked about all the great things going on in her business, which she co-owns with two other brokers. But instead, we looked at some of the challenges and opportunities Julie has worked through to transition from a successful career in banking to…

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Advisers Assemble - Lead Generation For Financial Services

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Richard Crow - Business Superhero Series 45:26

1d ago45:26

45:26

What an absolute legend! From £50k in debt with mental health and drug addiction problems to growing brokerage and a financial transformation course.There's also a lot of chat about a stray cat that you won't want to miss.Richard Crow is an absolute character and we're delighted to introduce you to him.…

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XY Adviser

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29 NOV 21 - Monday Market Highlights 4:10

3d ago4:10

4:10

Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts. This market highlight is proudly brought to 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/ Gene…

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XY Adviser

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#271 Lisa Greensill 50:00

7d ago50:00

50:00

Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge". Lisa Greensill XY: https://www1.xyadviser.com/members/4200237 Lisa Greensill Website:…

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XY Adviser

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ESG Portfolios Series #1 59:40

8d ago59:40

59:40

In this episode we discuss the market demand and dynamics of ESG Advice. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Plannin…

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XY Adviser

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ESG Portfolios Series #2 52:17

8d ago52:17

52:17

In this episode we talk about the adviser's approach to discussing ESG investing with their clients. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/members/23…

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XY Adviser

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ESG Portfolios Series #3 43:18

8d ago43:18

43:18

In this episode we deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing". To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https…

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XY Adviser

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ESG Portfolios Series #4 54:53

8d ago54:53

54:53

In this episode we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https…

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XY Adviser

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ESG Portfolios Series #5 53:52

8d ago53:52

53:52

In this final installment we focus in on bonds vs equities, and the different asset classes of ESG investing. To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing Nathan Fradley Principal Financial Planner and Director at Lime Financial Planning Nathan Fradley XY: https://www1.xyadviser.com/m…

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XY Adviser

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#270 Nellie Fung 41:04

9d ago41:04

41:04

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice. Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/ O'Brien Accountants & Advisors Website: https://obbc.com.au/ This episode is proudly sponsored by H…

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Advisers Assemble - Lead Generation For Financial Services

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Pascal Fintoni - Business Superhero Series 56:33

9d ago56:33

56:33

Do you have any cool gadgets? (Any software or something technical you can’t live without? Maybe something most people don’t know about why you could recommend?) Flipboard https://flipboard.com/ the ultimate news and content curation website and mobile app Quik by Go Pro https://gopro.com/en/us/shop/quik-app-video-photo-editor for fast and great lo…

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XY Adviser

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22 NOV 21 - Monday Market Highlights 5:21

10d ago5:21

5:21

Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadv…

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XY Adviser

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#269 Whitley Bejah 49:05

14d ago49:05

49:05

Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being. Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/ Griffith University Profile: https://experts.griffith.edu.au/18432-whi…

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The Adviser Podcast Network

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In Focus: Supporting the self-employed 32:36

15d ago32:36

32:36

Over the past year, there’s been a groundswell of Australians leaving their PAYG roles to set up their dream businesses – with more expected to do so this year. Building on the self-employed sector report in the November edition of The Adviser magazine, in this episode of In Focus, partnered by RedZed, we catch up with the lender’s executive genera…

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XY Adviser

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#268 Andrew Reynolds 49:20

16d ago49:20

49:20

Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices. Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480 EFS Advice Website: https://efsadvice.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join th…

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Advisers Assemble - Lead Generation For Financial Services

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Ian Hewett - Business Superhero Series 53:26

16d ago53:26

53:26

The bearded mortgage broker and amazing human! Hear from the man behind the best beard in financial services, we catch up with Ian Hewett as he launches his new mortgage brand.The Lead Engine による

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XY Adviser

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15 NOV 21 - Monday Market Highlights 5:19

17d ago5:19

5:19

Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech. This market highlight is proudly brought to 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.xy…

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XY Adviser

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#267 Kevin Smith 46:21

21d ago46:21

46:21

Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business. Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/ Pension Services Website: https://www…

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The Adviser Podcast Network

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3 different models of growing a brokerage 31:14

22d ago31:14

31:14

When it comes to running a successful brokerage, there’s a range of different models and routes you can choose to take to build, grow and evolve your business. In this episode of Elite Broker, host Annie Kane catches up with Gracious Chidhakwa, managing director at Eagle Life in Melbourne; James Hasselle, group director of Mortgage Choice Miami, Bu…

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XY Adviser

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#266 Jordan Vaka 48:23

23d ago48:23

48:23

Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way. Jordan Vaka XY: https://www1.xyadviser.com/members/2400594 PlanningSolo Website: https://www.planningsolo.com.au/ This episode is proudly sponsored by HUB24…

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Advisers Assemble - Lead Generation For Financial Services

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Claire Earwaker Dos Reis - Business Superhero Series 45:48

23d ago45:48

45:48

See Claire's Will Writing website Connect with Claire on LinkedinThe Lead Engine による

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XY Adviser

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8 NOV 21 - Monday Market Highlights 5:38

24d ago5:38

5:38

This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Deskt…

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XY Adviser

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#265 Natallia Smith 51:02

28d ago51:02

51:02

Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term. Natallia Smith XY: https://www1.xyadviser.com/members/2809565 TruWealth Website: https://www.truwealthadvice.com.au/ This episode is proudly sponsored by HUB24. h…

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The Adviser Podcast Network

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Paving a way for women in broking 37:20

29d ago37:20

37:20

Alycia Inglis has been a mortgage broker for more than 15 years, and over that time has established her own award-winning broking business, Stoneturn, and won countless awards on an individual basis, including Best Customer Service (Individual) at this year’s Better Business Awards NSW/ACT and is a finalist for mortgage and finance broker category …

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XY Adviser

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#264 Andrew Ferguson 52:21

30d ago52:21

52:21

Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie. They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience. Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/ Webster's Wealth Part…

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Advisers Assemble - Lead Generation For Financial Services

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Jamie Thompson - Business Superhero Series 54:07

1M ago54:07

54:07

Jamie Thompson Mortgages Here's the Stipend Mortgage page he mentions.Alex Curtis, Jamie Thompson による

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XY Adviser

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1 NOV 21 - Monday Market Highlights 5:09

1M ago5:09

5:09

Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra's acquisition of Digicel and US earnings season. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Des…

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The Adviser Podcast Network

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What makes Ben Adih a rising star 42:07

1M ago42:07

42:07

Earlier this year, Keylend broker Ben Adih was named the Rising Star for SA/NT at the Better Business Awards 2021. After training as a neuroscientist, and then moving into the real estate sector, Ben made the leap into broking in 2015 and hasn’t looked back since. In this episode of Elite Broker, Ben joins host Annie Kane to discuss: The challenges…

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XY Adviser

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#263 Anna Johnston and Michelle McKindlay 42:23

1M ago42:23

42:23

Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world. Anna Johnston LinkedIn: https://www.linkedin.com/in/anna-johnston-71634020/ Michelle McKindlay LinkedIn: https://www.linke…

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The Adviser Podcast Network

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In Focus: The road ahead for Mortgage Choice and Smartline 20:05

1M ago20:05

20:05

Earlier this year, the REA Group completed its acquisition of major brokerage Mortgage Choice, bringing it into the fold of its financial services business alongside brokerage Smartline. In this episode of In Focus, partnered by Mortgage Choice, we’re hearing from the chief executive of Mortgage Choice and Smartline, Susan Mitchell, and the nationa…

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XY Adviser

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Tech Trends Series #1 1:13:03

1M ago1:13:03

1:13:03

In this episode we talk about Tech Stacks - the before, during and after of the client experience, client portals and security. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.x…

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XY Adviser

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Tech Trends Series #2 1:00:22

1M ago1:00:22

1:00:22

In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice W…

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XY Adviser

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Tech Trends Series #3 45:16

1M ago45:16

45:16

In this installment we focus in on content marketing, and how it's become a huge part of the advice tech stack. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/mem…

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XY Adviser

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Tech Trends Series #4 47:49

1M ago47:49

47:49

In this episode we're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites …

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XY Adviser

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Tech Trends Series #5 1:00:31

1M ago1:00:31

1:00:31

In this final installment we talk about the evolution of technology and what the future may hold. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 P…

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XY Adviser

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#262 Joey McCann 49:42

1M ago49:42

49:42

Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian Survivor. He talks about his journey from being a machine-fitter at the Royal Australian Mint to entering the advice industry, and how his continual drive for self-improvement got him there. Joey McCann XY: https://www1.xyadviser.com/members/2991264 PA…

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Advisers Assemble - Lead Generation For Financial Services

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Jonathan Needham - Business Superhero Series 46:49

1M ago46:49

46:49

Another legend who switched Primis for The Money Group Mr Jonathan Needham joins us as part of our Business Superhero Series.Jonathans talks candidly about mental health but we also discuss all the key parts required to build a successful brokerage. Having been there and done it for years he's a valuable source of advice for anyone wanting to grow …

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XY Adviser

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25 OCT 21 - Monday Market Highlights 4:26

1M ago4:26

4:26

Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property. This market highlight is proudly brought to 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: http…

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XY Adviser

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#261 Neil Younger 49:50

1M ago49:50

49:50

Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth. Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/ Fortnum Private Wealth Website: https://fortnum.com.au/ This episode is proudly sponsored…

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The Adviser Podcast Network

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How this new broker set up an award-winning business 39:55

1M ago39:55

39:55

Smartline broker Xia Xia Yu was named the Best Newcomer NSW/ACT at the Better Business Awards 2021 earlier this year. We find out how she did it. After working at Westpac for over a decade, Xia Xia Yu left the bank to set up her own consultancy company helping high-net worth individuals emigrate to Australia. But after realising that these clients …

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XY Adviser

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#260 Cara Williams 42:23

1M ago42:23

42:23

Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients. Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/ Sufficient Funds Website: https://sufficientfunds.com.au/ This episode is proudly sponsored by …

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Advisers Assemble - Lead Generation For Financial Services

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Dave Corbett - Business Superhero Series 43:53

1M ago43:53

43:53

The man, the legend Dave Corbett joins to chat about his move to The Money Group and what he's been doing since we last chatted before lockdown!Dave Corbett, Alex Curtis による

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XY Adviser

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18 OCT 21 - Monday Market Highlights 3:44

1M ago3:44

3:44

Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas. This market highlight is proudly brought to 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 …

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XY Adviser

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#259 Rob Jones 1:02:09

2M ago1:02:09

1:02:09

Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management. Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jone…

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The Adviser Podcast Network

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In Focus: Federal Treasurer Josh Frydenberg on the future of mortgage broking, emerging from lockdowns and the economic environment 20:45

2M ago20:45

20:45

In this exclusive interview with federal Treasurer Josh Frydenberg, join Momentum Media director Alex Whitlock as he speaks to Mr Frydenberg about the valuable role smaller lenders and brokers play in providing competition in the home loan market, the future of the housing market, and what lies ahead for Australia’s economy as NSW and Victoria emer…

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XY Adviser

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Efficiency Series #1 56:36

2M ago56:36

56:36

In this episode we talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye …

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XY Adviser

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Efficiency Series #2 40:39

2M ago40:39

40:39

In this episode we discuss the concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye…

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XY Adviser

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Efficiency Series #3 42:46

2M ago42:46

42:46

In this episode we go "under the hood" and discuss integrations. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.…

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