Ensombl Advice Australia
921 episodes - English - Latest episode: 11 days ago -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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Episodes
Behavioural Investing Series #1
March 15, 2022 13:00 - 52 minutes - 52.8 MBIn this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing them with your clients. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solution...
Behavioural Investing Series #2
March 15, 2022 12:45 - 33 minutes - 33.3 MBIn this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions ...
Behavioural Investing Series #3
March 15, 2022 12:30 - 32 minutes - 34.8 MBIn this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciaga...
Behavioural Investing Series #4
March 15, 2022 12:15 - 44 minutes - 46.5 MBIn this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where we should stop. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https:...
Behavioural Investing Series #5
March 15, 2022 12:00 - 45 minutes - 47.4 MBIn this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia G...
#291 Andrew Debono
March 14, 2022 12:00 - 31 minutes - 32.7 MBAndrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast after three years to discuss how his service solution has evolved since starting his business, and the lessons he's learned along the way. Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/ Peak Wealth Management Website: https://peakwm.com.au/ Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/ Joi...
14 MAR 2022 - Monday Market Highlights
March 13, 2022 12:00 - 6 minutes - 5.19 MBThis week we cover the continuing impacts of the Russian invasion of Ukraine, US Inflation, RBA's views on Australian employment and inflation, Aristocrat Leisure, AGL Energy and Tsingshan. 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 – https://www.xyadviser.com/disclaimer/
#290 Moo Baulch
March 09, 2022 12:00 - 43 minutes - 37.8 MBMoo is the Director of Primary Prevention at Women's & Girls' Emergency Centre (WAGEC) and a strategic advisor on the development of Next Chapter, Commbank's financial abuse program. She and Jess discuss the red flags of financial abuse, and what advisers can do to help when they spot these red flags. LinkedIn: https://www.linkedin.com/in/moobaulch/ WAGEC Website: https://www.wagec.org.au/ Commbank Next Chapter: https://www.commbank.com.au/support/next-chapter.html FW Podcast: https://f...
#289 Shaun Hunt
March 07, 2022 12:00 - 34 minutes - 35.3 MBShaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of his business and client service solution, and what he's doing to further drive efficiency. Shaun Hunt LinkedIn: https://www.linkedin.com/in/shaunhunt1/ Hunt Wealth Website: https://huntwealth.com.au/ Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Goog...
7 MAR 2022 - Monday Market Highlights
March 06, 2022 12:00 - 4 minutes - 3.85 MBThis week we cover the continuing impact of the Russian invasion of Ukraine, US non-farm payrolls, US ISM services data, and RBA's monthly monetary policy decision. 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 – https://www.xyadviser.com/disclaimer/
#288 Fraser Jack
March 02, 2022 12:00 - 47 minutes - 44 MBFraser is XY Adviser's own Head of Media and Podcast Host. He catches up with Jess to pass the podcasting baton, and to discuss some of the exciting projects he's working on in 2022 and beyond. Fraser Jack XY: https://www1.xyadviser.com/members/2401465 Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.com.au/ Join the XY platform: App Store: http://co.xyadviser...
The blueprint for the successful advice firm of the future #1
March 01, 2022 12:00 - 42 minutes - 41.4 MBIn this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). They introduce the four success drivers of winning advice firms, and dive deep into the first two of those success drivers. You’ll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise. Delivering on your cl...
#287 Gavin Glozier
February 28, 2022 12:00 - 38 minutes - 37.9 MBGavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben discuss the lessons he's learned around building a great performing team through preempting and avoiding systems and processes that bog down practices. Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/ Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/ Vinarc Website: https://www.vinarc.com.au/ Brought to you by Zurich – When you recommend Zurich, you can ...
28 FEB 2022 - Monday Market Highlights
February 27, 2022 12:00 - 5 minutes - 5.38 MBThis week we cover the market impacts of the Russian invasion of the Ukraine, including the impact on natural gas, crude oil and gold prices. 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 – https://www.xyadviser.com/disclaimer/
#286 Tim Farr
February 23, 2022 12:00 - 58 minutes - 62.6 MBTim 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...
#285 Hugh Robertson
February 21, 2022 12:00 - 42 minutes - 44 MBHugh 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 ...
21 FEB 2022 - Monday Market Highlights
February 20, 2022 12:00 - 5 minutes - 6.69 MBThis 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: 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/
#284 Corey Wastle
February 14, 2022 12:00 - 37 minutes - 38.4 MBCorey 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 Lin...
#283 Kris Mason
February 09, 2022 12:00 - 56 minutes - 58.9 MBKris 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...
#282 James Wrigley
February 07, 2022 12:00 - 39 minutes - 40.9 MBJames 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, wit...
#281 Jonathan Christie
February 02, 2022 12:00 - 46 minutes - 40.9 MBJonathan 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 t...
The New Normal for Income Protection #1
February 01, 2022 13:00 - 29 minutes - 30.1 MBIn 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/ ...
The New Normal for Income Protection #2
February 01, 2022 12:45 - 39 minutes - 41.2 MBIn 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 Wea...
The New Normal for Income Protection #3
February 01, 2022 12:30 - 35 minutes - 36.4 MBIn 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....
The New Normal for Income Protection #4
February 01, 2022 12:15 - 33 minutes - 35.6 MBIn 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 ...
The New Normal for Income Protection #5
February 01, 2022 12:00 - 36 minutes - 36.8 MBIn 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 AF...
#280 James Millard
January 31, 2022 12:00 - 38 minutes - 42.5 MBJames 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....
#279 Dan Blatch
January 26, 2022 12:00 - 56 minutes - 51.2 MBDan 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...
#278 Thabojan Rasiah
January 24, 2022 21:31 - 38 minutes - 37.6 MBThabojan 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/firstsenti...
#277 Adele Martin
January 17, 2022 12:00 - 33 minutes - 29.2 MBAdele 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.xyad...
20 DEC 2021 - Monday Market Highlights
December 19, 2021 22:38 - 4 minutes - 5.88 MBThis week we cover the Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector. 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 ...
#276 Rachel O'Connor
December 13, 2021 22:12 - 42 minutes - 45.9 MBWhen we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, she joins Fraser to chat about how much it's grown and evolved in the last two and a half years. Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier Join the XY platform: App Store: http://co.xya...
13 DEC 2021 - Monday Market Highlights
December 12, 2021 12:00 - 4 minutes - 5.24 MBThis week we cover US inflation, the US labour market, Consortium's Sydney Airport bid, Iron Gate, Shopping Centres Australia, Westpac, and Australian employment data. 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 – https://www.xyadviser.com/disclaimer/
#275 Kate Zerbst
December 08, 2021 12:00 - 43 minutes - 45.6 MBKate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy". Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/ FP Assistant Website: https://fpassist.com.au/ The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/ This episode is proudly sponsored by First Sentier I...
IDII Series #1
December 07, 2021 13:20 - 35 minutes - 37.6 MBIn this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.li...
IDII Series #2
December 07, 2021 13:00 - 37 minutes - 40.2 MBIn this episode we're talking about sustainability, and whether or not income protection is currently in a stable position. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-haye...
IDII Series #3
December 07, 2021 12:40 - 48 minutes - 50.8 MBIn this episode we talk about the mindset changes that advisors need to adopt moving forward. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Websit...
IDII Series #4
December 07, 2021 12:20 - 44 minutes - 46 MBIn this episode we discuss insurance philosophies that advisers can implement in their practices. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co We...
IDII Series #5
December 07, 2021 12:00 - 46 minutes - 48.2 MBIn this final installment we talk about what the future might hold for income protection in Australia. To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & ...
#274 Shane Light
December 06, 2021 12:00 - 51 minutes - 56.2 MBShane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping. Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/ The Hopkins Group Website: https://thehopkinsgroup.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6 Join the XY platform: App Store: htt...
6 DEC 21 - Monday Market Highlights
December 05, 2021 12:00 - 4 minutes - 4.49 MBThis week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid. 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 – https://www.xyadviser.com/disclaimer/
#273 Siobhan McTiernan
December 01, 2021 12:00 - 46 minutes - 49.6 MBSiobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach. Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/ Pivot Wealth Website: https://pivotwealth.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/ Join the XY platform: App Store: http://co.xyadvi...
#272 Christopher Athanassios
November 29, 2021 12:00 - 39 minutes - 40.7 MBChristopher 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.firstsentierinvestors.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygp...
29 NOV 21 - Monday Market Highlights
November 28, 2021 12:00 - 4 minutes - 5.23 MBToday 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/ General Disclaimer – https://www.xyadviser.com/disclaimer/
#271 Lisa Greensill
November 24, 2021 12:00 - 50 minutes - 51.4 MBLisa 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: https://www.lisagreensill.com/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: htt...
ESG Portfolios Series #1
November 23, 2021 13:20 - 59 minutes - 64 MBIn 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 Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ Karen McLeod Principal Fi...
ESG Portfolios Series #2
November 23, 2021 13:00 - 52 minutes - 55.7 MBIn 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/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthebee.com/ ...
ESG Portfolios Series #3
November 23, 2021 12:40 - 43 minutes - 47 MBIn 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://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast:...
ESG Portfolios Series #4
November 23, 2021 12:20 - 54 minutes - 59.7 MBIn 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://www1.xyadviser.com/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast:...
ESG Portfolios Series #5
November 23, 2021 12:00 - 53 minutes - 57.8 MBIn 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/members/2345594 Lime Financial Planning Website: https://www.limefinancialplanning.com.au/ Good for the Bee Podcast: https://www.goodforthe...