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XY Adviser

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XY Adviser

XY Media

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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 qualifi ...
 
Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
 
Welcome to The Future Financial Advisor, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. Nigel Baker is founder of scientiam.com.au - sharing knowledge to help advisers help millions rather than a lucky few.
 
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 ...
 
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The Successful Adviser by James McCracken

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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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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 ...
 
Delivering best practices and leadership strategies for association professionals. Episodes are published monthly. Interested in being a guest? Don't want to be a guest, but want to hear about a certain topic? Email us at kclark@naylor.com! The Association Adviser Podcast is sponsored by Naylor Association Solutions. Learn about our resources for improved member engagement and non-dues revenue at www.naylor.com.
 
Howard Worth - Chartered Accountants and Business Advisers. Our purpose is to make a positive contribution to our clients, our team and the local business community. We aim to do this by providing a fulfilling and rewarding environment that will inspire us all to improve and develop. This podcast is the latest in our approach, offering an insight into some of the key issues we focus on. Please subscribe to the Howard Worth podcast to receive updates on our latest episodes! For more informati ...
 
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Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she's created, how we can work better together, and some of the learnings around how to engage women in the advice journey. Molly Benjamin LinkedIn: https://www.linkedin.com/in/mollybenjamin/ Ladies Finance Club Website: https://www.ladiesfinanceclub.com/ Starling Ge…
 
Have you ever sent your financial planner a text message only to receive an email in response? Do you wonder why your investment adviser or wealth manager doesn't text you when the markets are going wild? What is going on here? If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support! Su…
 
We are pleased to bring you the eighth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Michelle Wilson-Stimson, and Sarah Lees. This episode focuses around how and where Paraplanners access and get additional technical support when needed. This is a…
 
With a rising cash rate environment, escalating inflation and a new government – there’s a huge amount of upheaval facing SMEs now and into the new financial year. As the financial year 2022 draws to a close and the market prepares for the year ahead, we’re catching up with Prospa’s co-founder and chief revenue officer, Beau Bertoli, to unpack its …
 
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisers the tools they need to help more investors improve their financial well-being. In today's episode, we speak with Jim Stackpool, Founder of Certainty Advice Group. He shares with …
 
Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business. Liam Shorte XY: https://www1.xyadviser.com/members/2231871 Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/ Ver…
 
Pete Everitt is a Digital Strategist & Consultant | Helping businesses achieve through Web Development, SEO and Digital Marketing. He is the co-founder of https://seohive.co/ Director of: https://www.so-theagency.com/ Check out his podcast: https://www.peteeveritt.com/podcast/Alex Curtis, Pete Everitt による
 
This week we cover US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat. 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.x…
 
Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and Jess discuss end of life, and how to approach important conversations around death. Annie Bolitho LinkedIn: https://www.linkedin.com/in/anniebolitho/ Annie Bolitho Website: https://www.anniebolitho.com.au/ To find out more about Plutosoft, book a…
 
So you have decided to hire a financial adviser, wealth manager, or financial planner. Great...now where to start? How do you go about finding an investment adviser? Allow me to offer 6 ideas to get the process started. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support! Subscribe …
 
Major General (Ret’d) Marcus Thompson and Phil Tarrant highlight the need for cyber security awareness across the banking and finance sector. In this episode, created by our sister title, CyberSecurity Connect, the retired Major General from the Australian Defence Force and the co-founder and director of Momentum Media discuss the spike in maliciou…
 
In part 2 of "Things You Need To Know About Financial Services Websites" covers website hosting and security. This should help you make the right decision in which hosting package and company you use to ensure your site loads quickly and doesn't get hacked!Alex Curtis による
 
Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and client engagement process he developed for The Wealth Designers, and how it's evolved into what it is today. Troy MacMillan LinkedIn: https://www.linkedin.com/in/troymacmillan/ The Wealth Designers Website: https://twd.com.au/ Troy MacMillan …
 
This week we cover the US Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom. 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 D…
 
Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow. Lacey Filipich LinkedIn: https://www.linkedin.com/in/laceyjfilipich/ Money School Website: https://www.moneyschool.org.au/ To fin…
 
Last week we tackled the Form CRS. Now let me introduce you to its friend, the Form ADV. You may have recently received a Form ADV from your investment adviser or a potential wealth manager that you know you should read over. Allow me to help! This form can be long, boring, and overwhelming. I will explain exactly what you should look for in the fo…
 
RB Finance managing director Ryan Baddock was crowned Queensland’s Best Regional Broker at this year’s Better Business Awards in recognition of all his hard work for clients in Toowoomba (and beyond). In this episode of Elite Broker, host Annie Kane catches up with the banker-turned-broker to find out his journey to success so far, why he offers a …
 
Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client engagement process, and how it's evolved over the years. Josh Pennell LinkedIn: https://www.linkedin.com/in/joshpennellfinancialadvice/ Prosper Advisory Website: https://www.prosperadvisory.com.au/ To find out more about Plutosoft, book a demo on ou…
 
There are some important things you need to know if you have or are planning on launching a website. Alex shares some key lessons so you can avoid some incredibly stressful situations.Here's everything you need to know about domain names.alex curtis による
 
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, we talk about the increased interest rate from 0.1% to 0.35% made by the Reserve B…
 
This week we cover the recent Central Bank meetings, the Macquarie Australian conference, Woolworths and Virgin Money. 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/ …
 
You asked, we answered. During our recent webinars, we were pleased to receive a bevy of questions from participants—but there simply wasn’t enough time to answer them all. Now we’re back with our investment experts to tackle these pressing topics. https://bit.ly/3MPdPNG (Quarterly) https://bit.ly/3kCoKyg (Bond)…
 
Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and Jess chat about how she has managed to successfully balance her business and personal life. Jo Brassett LinkedIn: https://www.linkedin.com/in/jobrassettinsuranceadvice/ IAS Website: https://www.insuranceadvisoryservice.com.au/ Coach4U Website: h…
 
When you understand what's great about your favourite lead source you can then start to replicate the quality.In this episode, we uncover your favourite lead source and deconstruct what's great about the enquiries. We then use this to work out how we should market our business.It's the ultimate introduction to online lead generation.…
 
You may have recently received a Form CRS from your investment adviser or a potential wealth manager that you know you should read over. Allow me to help! Even though the form is only 2 to 4 pages it can still be overwhelming. I will explain exactly what you should look for in the form including the 3 quick things to review if you have no time at a…
 
With rapidly rising inflation, a changing cash rate environment and a changing property market, all eyes are on the cost of living as we head into a federal election. In this month’s episode of In Focus, join mortgages editor Annie Kane and real estate editor Grace Ormsby as they discuss what the impacts of a rapidly changing economic environment m…
 
Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser of the Year award, and he talks about what he was doing in his practice to achieve that, along with how he's improved the business since then. Darren Johns LinkedIn: https://www.linkedin.com/in/darrenjohns/ Align Financial Website: https://alig…
 
This week we cover Alphabet, Microsoft and Amazon corporate earnings, Coles third quarter results, EML, and the US Personal Spending report. 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…
 
Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy in the next generation, along with the need to improve the level of diversity that exists. Jenny Rolfe-Wallace LinkedIn: https://www.linkedin.com/in/jenny-rolfe-wallace-948268107/ Sprout Education Website: https://sprouteducation.com.a…
 
We are pleased to bring you the seventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Michelle Wilson-Stimson, and Sara Hickman and Rhiannon Baxter from We are Brave. This episode focuses on how paraplanners have challenging conversations with adv…
 
So you have decided to invest in a financial adviser, wealth manager, or financial planner. What should you ask a potential new adviser when you have an initial meeting? How do you know if you have asked all the right questions? Allow me to guide you and deliver an easy framework to evaluate a financial adviser. If you are listening on Apple or Spo…
 
Sydney-based broker Liz Zaki has been totally obsessed with mortgages ever since she began researching them to buy her first investment property. So much so, that she changed career to become a full-time mortgage broker. In this episode of Elite Broker, host Annie Kane catches up with the founder and managing director of OneSite Finance to discover…
 
Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being. In this episode, Dr Steve Garth and I conduct a quarterly market review for the first quarter of 20…
 
David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to talk about delegating decision making to your leadership team to maximise focus in your practice. David Dugan LinkedIn: https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/ Abundance Global Website: https://www.abundance.global/ For mo…
 
This week we cover the Chinese economy expansion, the German Producer Price Index, the RBA minutes, NTD, Ramsay Health Care and Netflix. 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://w…
 
Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander discuss the dream of achieving financial independence and retiring early—aka FIRE, as it’s known to its de…
 
Joris, also known as "The Plateau Hacker", is a Speaker, Trainer and Mentor. He and Jess talk about how to improve our performance, our teams and ourselves, and why values and missions are not "nice-to-haves", but "must-haves". Joris Cuesta LinkedIn: https://www.linkedin.com/in/joriscuesta/ Joris Cuesta Website: https://www.joriscuesta.com/ For mor…
 
You have decided you don’t want to spend the time, you don’t have the temperament, or are simply not interested in acquiring the knowledge to DIY on your investment portfolio. It's time to hire an adviser! Whether your investment portfolio has a balance of $1,000 or $100,000,000 there is an adviser out there for YOU. Let's explore 5 types of financ…
 
Peita Davies, finance specialist at MoneyQuest Penrith & Blue Mountains, first entered the industry in 2002 and has grown her team and presence to run three franchise businesses across two states. In this episode of Elite Broker, host Annie Kane is joined by the the NSW-based broker to find the challenges and opportunities she has faced over her br…
 
Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the advice industry, how his service solution has evolved over time, and how asking better questions of your clients leads to better outcomes. Matt Leech LinkedIn: https://www.linkedin.com/in/mattleech1/ Kofkin Bond & Co Website: http://www.kofkinbond.com.au/ …
 
This week we cover US and UK Core Inflation Data, Australian Employment Data, IGO's bid for Western Areas, and The Morrison Consortium. 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://ww…
 
Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial Advisers (AFA). He and Jess chat about his current roles and how he manages to successfully juggle his time between them. Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Website: https://www.…
 
In this episode we start high-level as we discuss the evolving advice landscape, and how the difference between “thriving” or “surviving” is in the mental flexibility to see things with an entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified Financial…
 
In this second instalment we take a deep dive into mindset with Adele Martin. Adele created "The Money Mentor”, which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified…
 
Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable. Find out how HUB24 is empowering advisers to deliver better financial fut…
 
In this episode we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver …
 
In this final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Greg Newman Head of Retail Distribution at HUB24 Greg Newman LinkedIn: https://www.linkedin.c…
 
So we have talked about the more obvious fees incurred when using a wealth manager like asset-based advisory fees, financial planning fees, expense ratios, and soft dollars but what about this lesser-known fee called the 12b-1 fee? The 12b-1 fee was thrown into the financial spotlight recently after a financial adviser was assessed a fine of 30 mil…
 
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