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
#2 Marketing Series - David Barbeler & Thea Cowie
February 13, 2019 23:53 - 50 minutes - 93.8 MBMost Financial Advisors know how to deliver amazing advice to their clients, but have absolutely no idea how to market themselves to new or existing clients. There are however a select handful of Advisors who truly understand the power of content marketing and use this as a tool to engage and educate their client base while maximising every opportunity to attract new and sticky clients. So, which advisor are you? Or a better question might be, which kind advisor do you want to be? David ...
#118 Mark Hoven
February 07, 2019 00:00 - 45 minutes - 84 MB“Is the licensee creating the right environment for the adviser to do their best work in the best interests of the client?” You’ll hear the above quote delivered by this week’s guest, Mark Hoven (LinkedIn: /markhoven) - CEO Wealth at Adviser Ratings. You’ll also hear why this particular question is part of the reason Adviser Ratings are now looking to roll out a rating system for licensees within the Financial Services industry. Mark’s professional career is an impressive (and mixed bag)...
#117 Sara Lucas
January 31, 2019 00:23 - 31 minutes - 59.5 MBSara Lucas (LinkedIn: /saralucas1) is an expert when it comes to UK based pensions. She works exclusively with British clients who have frozen pensions, advising them of their options and what they can do with them here in Australia. With over 30 years’ experience in global Financial Services, Sara loves using the knowledge she’s gathered to help people achieve better outcomes in their lives. Here’s what you’ll learn: 1:45 – Your professional and personal background 4:26 – Your niche s...
#116 Ron Pratap
January 24, 2019 00:00 - 38 minutes - 71.8 MBAs a new(ish) self-employed financial advisor, Ron Pratap (LinkedIn: /ronaldpratap) has discovered his keys to success include having a strong licensee relationship, spending plenty of time investing in education and taking on the role of president of the BNI Narellan chapter. Ron opened the doors of RP Wealth Management (www.rpwealthmanagement.com.au) nearly two years ago and has put a lot of effort into growing his referral reach and online strategy organically. We asked Ron to swing by ...
#115 Dr Carla Harris
January 17, 2019 00:00 - 25 minutes - 47.3 MBDr. Carla Harris’ (LinkedIn: /drcarlaharris) professional career is nothing short of diverse. After completing her PhD in Environmental Science, she then pivoted into the Workplace Gender Equality Agency’s Research & Analytics division. More recently, she completed her MBA and spent a lot of time looking at how to reduce the superannuation gap, which is so prevalent for many Australians. Highlights from this episode: 5:20 – What is LongevityApp and how does it work? 9:30 – What Finan...
#114 Stuart Magrath
January 09, 2019 23:00 - 54 minutes - 102 MBIf you’re a Financial Advisor, you probably champion a preferred investment philosophy – active or passive. Though when it comes to having the ‘investment discussion’ with clients, do you really understand how indices work? How often they’re rebalanced? Or how to accurately measure an ETF’s performance? Enter Stuart Magrath (LinkedIn:stuart-magrath-9b6a147/). He’s the Head of Channel Management for the S&P Dow Jones Indices (a business unit within S&P Global) who works with Financial Advis...
#113 Shaun Green
January 03, 2019 00:28 - 55 minutes - 103 MBAfter looking at the current state of the advice process, Shaun Green from Advice Revolution and Spark Partners found a huge inefficiency in the way information is transitioned from adviser to the back-office team. As a result, he and his business partner Adrian Patty have built a solution to tackle this inefficiency. This piece of tech was never the end goal of their new business though, at least not to begin with. So how did they end up here? And where is the future of advice headed? H...
#112 Skye Dunworth
December 27, 2018 00:30 - 45 minutes - 85.4 MBAs a Financial Advisor, we’re sure you have an opinion about cryptocurrency. Some advisors are for it, others steer well away from it, but how educated are you about the new asset class… really? Skye Dunworth (in/skye-dunworth/) is the computer scientist turned business management consultant turned Crypto entrepreneur who is on a mission to educate and empower (mainly) women in the cryptocurrency space with her app @Spendher. After being introduced to the world of blockchain and ‘internet...
#111 Donal Griffin
December 20, 2018 00:30 - 40 minutes - 75.2 MBDonal Griffin (in/donalgriffin) of Legacy Law (www.legacylaw.com.au) is a specialist lawyer and ‘recovering’ Financial Advisor who is in the business of fighting families. Sorting out family fights that is. With over 25 years’ experience in legal affairs, Donal is proud to be known as the trusted legal advisor to families who are doing interesting things. Donal has also put together a course for the XY online training platform which provides several practical takeaways and examples of how ...
#110 Shane Black
December 12, 2018 23:39 - 46 minutes - 34.4 MBBeing a Financial Advisor is not all that different to being a cop, according to Shane Black of Pearl Financial that is. As an ex police officer, Shane uses behavioural psychology to help clients get in tune with what’s actually important to them, rather than what they think should be important to them. He’s a ‘Masters of Applied Finance’ graduate who switched from law enforcement to Financial Advice in 2012 and has been helping his client’s kick their biggest financial and lifestyle goa...
#1 Marketing Series - Ben Nash
December 06, 2018 00:11 - 1 hour - 126 MBWith marketing being the single biggest topic of discussion in the XY Community (www.facebook.com/groups/XYAdviser), we’re kicking off a brand-new series within the XY Podcast focused entirely on, yep you guessed it - marketing. Tailored for Financial Advisors but applicable to all other industry professionals, these episodes are going to give you practical examples and step by step processes with a look into how the most successful advisors are nailing this space. First cab off the rank i...
Marketing Series #1 - Ben Nash
December 06, 2018 00:11 - 1 hour - 127 MBWith marketing being the single biggest topic of discussion in the XY Community (www.facebook.com/groups/XYAdviser), we’re kicking off a brand-new series within the XY Podcast focused entirely on, yep you guessed it - marketing. Tailored for Financial Advisors but applicable to all other industry professionals, these episodes are going to give you practical examples and step by step processes with a look into how the most successful advisors are nailing this space. First cab off the rank i...
#109 Chris Brycki
November 29, 2018 00:04 - 1 hour - 116 MBDo you think Superannuation companies are taking advantage of Australians by having them unwittingly pay away their retirement funds in super fees? Chris Brycki thinks so. Chris Brycki (LinkedIn: /in/brycki/ ) is the Founder and CEO of Stockspot (https://www.stockspot.com.au) – an online investment robo-advice company with a mission to help more Australians access expert investment advice and portfolio management. He’s also on a mission to do away with high fees, confusing jargon and lack ...
#108 Davina Poletto
November 22, 2018 01:00 - 32 minutes - 61.2 MBAs a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they want in life, but how’s your sales skills? Do you tailor your communication methods to suit individual clients and provide a great experience? How do you demonstrate your worth as an advisor and overcome any objections? Davina Poletto (LinkedIn:/davinapoletto/) is the Customer Success Coach from SalesITV (www.salesitv.com.au) with 20 years’ combined experience in funds manag...
#107 Dean Holmes
November 14, 2018 23:45 - 55 minutes - 105 MBOne thing we know about the XY Community is they love hearing from other Financial Advisors and listening to what they’ve been up to, and one very interesting Advisor who is well worth hearing from is the ‘grandad’ of XY Adviser – Dean Holmes (LinkedIn:/mrdeanholmes/). Dean is the Co-Founder and Wealth Advisor at Absolute Wealth Advisors (www.absolutewealthadvisors.com.au). He also supports four other innovative Financial Advice businesses under his AFSL The Wealth Network (www.wealthnetwo...
#106 Finn Kelly
November 08, 2018 00:21 - 49 minutes - 93.3 MBImagine having access to a proven financial coaching strategy designed to help millennial clients smash their financial and lifestyle goals and become the best version of themselves. Now imagine learning this strategy from the #1 Advice firm for millennials - Wealth Enhancers (www.wealthenhancers.community). Finn Kelly (@TheFinnKelly) is the Wealth Enhancers co-founder, Young Presidents and Entrepreneurs Organisations Forum Facilitator, Speaker and Millennial Money Expert who built a niche...
#105 Allison Macfarlane
October 29, 2018 01:27 - 41 minutes - 77.3 MBImagine being part of a career advocacy program specifically designed to help female financial advisers obtain guidance, advice and support from other experienced and successful advisers to help them achieve their full potential. Allison Macfarlane (LinkedIn: allisonmacfarlane/) is the Distribution Manager from Centuria (www.centuria.com.au) who has a wealth of experience working closely with Financial Advisers and is passionate about supporting women in Financial Services through the Fina...
#104 How to Engage People with their Money in Financial Advice with Gavin Glozier
October 25, 2018 00:30 - 46 minutes - 87 MBAre you a Financial Adviser looking for ways to engage more people with their money? Learn from a business strategist, innovator and financial adviser who has created a platform giving more people access to great financial support to make better financial decisions. Gavin Glozier (@GGlozier) is the Director & Co-Founder of Your Wealth Hub (YWH) (www.yourwealthhub.com.au) who works with progressive employers to deliver financial wellness programs to employees designed to alleviate financial...
#103 Vertical Integration and Appropriate Financial Advice with Claire Wivell Plater
October 18, 2018 00:30 - 43 minutes - 82.2 MBWhen it comes to vertical integration and regulatory requirements in the advice industry, there’s no one more qualified to give us the 101 then Claire Wivell Plater (@ClaireWivPlat) of The Fold Legal (www.thefoldlegal.com.au). In this insightful episode with Ray and Adrian of XY Adviser, Claire discusses whether the industry has an issue with ‘vertical integration’ or rather a ‘conflict of interest’. She also explains what Target Market Determination is and how it will help advisers provid...
#102 Structuring Upfront and Ongoing Advice Packages with Stella Norberti
October 11, 2018 00:00 - 42 minutes - 79 MBStella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: www.absolutewealthadvisors.com.au/ )who juggles a family of three kids and holds the unofficial record for the loudest keyboard tapping (according to Ben). Stella started out providing great customer service to clients nine years ago as a CSO and is now providing great strategic advice to families and individuals, and loving it! In this episode, Ben and Adrian find out what ...
#101 The Art of Sound and Socially Responsible Investing with Brian Parker
October 04, 2018 00:00 - 48 minutes - 90.7 MBBrian Parker (@parkernomics) is a public speaker and regular on Sky Business as Sunsuper’s Chief Economist (www.sunsuper.com). Aside from great banter, Brian also has over 20 years’ experience in asset allocation, macroeconomics and the art of investing. In this episode, Brian, Clayton and Adrian discuss key macro factors advisers need to be aware of as well as a snapshot of what’s happening across international markets. Brian also touches on jobs likely to be the source of growth in the f...
#100 Celebrating with Naomi Christopher
September 27, 2018 02:02 - 1 hour - 115 MBPop the virtual champagne – XY Adviser celebrates its 100th podcast episode - and what a ride it’s been! We invited XY legend Naomi Christopher (@naomi_midwinter) into the studio to reflect and reminisce on early podcast episodes, the modern adviser conference and the day the XY Adviser idea was born. We also discuss how the XY community has evolved thanks to incredible peer to peer engagement (shout out to XY champion Dylan Martin) and give insights into what it’s like to moderate a group...
#99 QROPS Explained, MDA Changes and Best Interest Duty with Adam Turk
September 20, 2018 00:00 - 59 minutes - 111 MBThere has been plenty of discussions as well as some confusion in the XY community around QROPS. What is it (really) and how do we help our UK expat clients in this space compliantly? So to go beyond just the nuts and bolts of it all, we went straight to the source and invited Adam Turk (@adamdturk) – UK Expat and CEO of Harbourside Capital (www.harboursidecapital.com.au/) into the studio to give us the lowdown. Aside from getting the ‘everything you need to know about QROPS’ spiel, this e...
#98 Behavioural Finance and Business Efficiencies vs Hiring Staff with Chris Bates
September 13, 2018 00:00 - 58 minutes - 110 MBChris Bates (LI: /christopherbates/) is one half of the brains behind new property podcast ‘The Elephant in the Room’ (www.theelephantintheroom.com.au/) which has already seen up to 300 downloads per day. It’s not your typical property podcast with Chris focusing on what buyers and sellers should and shouldn't do, whether or not we should trust real estate agents and how to play the 'auction' game. In this episode, Chris (Director and Adviser of Wealthful - www.wealthful.com.au/) sits down...
#97 Crushing the Young (and Female) Adviser Stereotype with Hayley Pearse
September 06, 2018 00:00 - 49 minutes - 93.4 MBHayley Pearse (@hayleycpearse) of Caboodle Financial Services (www.caboodlefs.com.au) is the ‘knowledge sponge’ and go-getter Associate Adviser turning what her clients often perceive as complex, into simple and easy to understand conversations. She’s a former CSO and Compliance Officer who knows more than a thing or two about building strong and authentic client and business relationships. In this banter-filled episode, Hayley highlights the benefits a solid support staff network can have...
#96 A Deep Dive into the Superannuation Landscape with Michael Houlihan
August 30, 2018 00:00 - 52 minutes - 98.2 MBMichael Houlihan (LinkedIn: /michael-houlihan-2a24b818) is a guy who definitely doesn’t know how to sit still. He’s the CEO of Mainstream Superannuation Services – a Superannuation Administration House, CEO of a small industry super fund, part owner of a Financial Planning firm and Director of a Research Firm, and that’s just his professional life. He’s a wealth of knowledge in the finance space, which is why we sat down with Michael for a deep dive discussion into the history, the diffe...
#95 Starting a B2C Podcast with Adviser turned Broker Marcus Roberts
August 23, 2018 00:05 - 37 minutes - 70.3 MBSince pivoting from financial advice into a more permanent mortgage broking role, Marcus Roberts (@mrmarcusroberts) of Brighter Finance (www.brighterfinance.com.au) is the co-creator and co-host of the new Sydney Property Insider podcast (www.sydneypropertyinsider.com.au). A B2C podcast created with the intentions of providing property purchasing advice without the hard sell (no off-the-plan spruiking here!). This episode is one part stand-up comedy and one part thought-provoking discussio...
#94 Self-Licensing and How Not to Get Sued with Jaime Lumsden Kelly
August 16, 2018 00:00 - 54 minutes - 102 MBShe’s been dubbed the ‘Walking Corporations Act’, and has been on the pulse of Financial Services regulation since the beginning of the AFSL. So, if you’re thinking about self-licensing or if the regulator ever comes knocking, Jaime Lumsden Kelly (@jaimelumsdenkel), Solicitor Director from The Fold Legal (www.thefoldlegal.com.au) is who you’ll want to call. In this episode, Clayton and Jaime discuss what self-licensing is, how it works and everything you need to consider if you’re thinking...
#93 Drew Davison on Taking Real Estate Tech From Idea to Market
August 09, 2018 03:14 - 1 hour - 112 MBLike most entrepreneurial journeys, Drew Davison’s (LinkedIn: drew-davison-b0013aba/) began when he saw a huge pain point for agents in the digital marketing of real estate. This led to his light bulb moment on a beach in October 2013 where B4 Real Estate (www.b4.com.au) was born; a piece of tech now being dubbed the ‘Tinder of Real Estate’. This episode is a deep dive and step by step discussion into the long and arduous, but rewarding journey of bringing a real-time property app to marke...
#92 Chris Muddell on the Benefits of Authenticity in the Workplace, Advice and Sales
August 02, 2018 00:00 - 1 hour - 120 MBFrom the humble beginnings of a ten-person startup in 2010, to now being one of the Australia’s fastest growing companies with 700 + staff, ex-financial planner and devoted family man Chris Muddell (LinkedIn: chris-muddell-41132a14/) has been at the forefront of growth and sales at Employsure (www.employsure.com.au) – an innovative external HR solution for small businesses. Chris’ authentic approach to building relationships and helping SME’s create rock solid employment relations is pheno...
#91 Vince Scully on Building an Ascending Transaction Model in Financial Advice
July 26, 2018 00:00 - 1 hour - 117 MBVince Scully (LinkedIn:/vincescully) is the Financial Adviser, Author and Chief Sherpa at LifeSherpa (www.lifesherpa.com.au) who, with the use of just one personality profile, can instantly understand the psychological traits of his clients and is able to translate their life goals into financial goals while managing their emotional journey along the way. How does Vince successfully use lead generation tactics? What are the conversion rates really like? And what led him to start a business...
#90 Ryan King on Behavioural Psychology and Amazing Value Adds in Financial Advice
July 19, 2018 00:00 - 40 minutes - 75.1 MBAfter stepping out of the Military and falling into insurance sales by accident, Ryan King (LinkedIn:/ryan-king-announcer/) of the Announcer Group (www.announcer.com.au) is an energetic and passionate financial adviser now making some serious waves in the industry. In this comical and down to earth discussion with Clayton and Ray of XY Adviser, Ryan opens up about his transition into Financial Services, how a research paper shaped his niche clientele, why understanding behavioural psycholo...
#89 Paul Mann on Why Financial Services is So Convoluted in Australia
July 12, 2018 00:00 - 58 minutes - 110 MBIf you’re interested in getting Paul Mann’s accurate crystal ball reading on where the financial advice industry is headed… unfortunately, you won't get that here. What you will get instead is, an at times heated and opinion fuelled discussion between Paul, Clayton and Adrian on just about every topic in financial services that has Paul asking why this industry is so convoluted? If FASEA, the Royal Commission, dealer groups, self-licensing, corporate superannuation, the Productivity Commis...
#88 Andrew Shakespeare on the Transition to Holistic Financial Advice
July 05, 2018 00:00 - 36 minutes - 68.1 MBYou’ve heard the term ‘holistic advice’, but what does it actually mean and how do you shift yours or your boss’ way of thinking to adopt this more modern approach to financial advice? Andrew Shakespeare (@ajshakey82) of The JSA Group (www.jsagroup.com.au), and 2010’s AFA Rising Star Award Winner leads a team of financial professionals who are consistently looking beyond client’s investment returns and super balances to develop strategies that are far more meaningful and valuable to their ...
#87 Natasha Hawker on Hiring, Managing and Firing Employees in Financial Services
June 28, 2018 00:00 - 57 minutes - 107 MBAdvisers don’t start a financial planning business purely to take on and manage employees. But growth often requires more people, so how do you master the hiring, managing and firing of staff within your business? Enter Natasha Hawker (@NatashaHawker) of Employee Matters (https://www.employeematters.com.au/) The proof that Natasha is a HR guru is seen in the sheer number of topics she covers in this in-depth discussion with Clayton, Ben and special guest host Dean Holmes. The fact that she...
#86 Vik Sundar on Harmonising Estate Planning and Financial Advice
June 21, 2018 00:00 - 41 minutes - 76.6 MBWhoever said you can’t rule from the grave, never met Vik Sundar (LinkedIn:/viksundar) of Chamberlains Law Firm (www.chamberlains.com.au) – the country’s fastest growing legal firm in Australia. Vik is Canberra’s leading Tax and Estate Planning lawyer who works closely with Financial Advisers to ensure their client's assets, estates, businesses and families are protected when they’re gone and while honouring their wishes. With a special guest appearance from Shaun Green (LinkedIn:/shaungre...
#85 Peita Diamantidis on Speaking with Purpose and Dreams Driven Advice
June 14, 2018 00:00 - 53 minutes - 100 MBThis episode is what XY Adviser is all about. Shaking up the financial status quo. Doing things differently. Ever heard of dreams driven advice? What about speaking with purpose? It’s these out of the box topics and more that Peita Diamantidis (@peitad) of Caboodle Financial Services (www.caboodlefs.com.au/) has been exploring and is keen as ever to share with the XY Adviser community. Known as a speaker, author and financial adviser and loved for being a geek hybrid and wish activist; ...
#84 Steve Crawford on the Gap Between Mortgage Lending and Financial Planning
June 07, 2018 00:00 - 1 hour - 113 MBSteve Crawford (@SteveCrawford78) is the owner and head financial coach of Experience Wealth (www.experiencewealth.com.au). He’s the opinionated show pony presenter (his words, not ours) on a mission to help young people and their families make meaningful connections with their money and build wealth. Beyond the initial house renovation chat (7:15) is where you can hear what Steve has really been up to in the advice space. This episode explores why young people in Australia are saving less...
#83 Andrew Rocks on Amazing Client Experiences and Employee Culture
May 31, 2018 02:23 - 56 minutes - 105 MBWhen a podcast starts with challenging the notion of what Financial Planning actually is, you know it’s going to be good. Our guest is Andrew ‘Rocksy’ Rocks (LinkedIn: /andrewrocks) and he’s the CEO and ‘healthiest employer’ from the Announcer Group (www.announcer.com.au); a boutique and bespoke financial services practice shaking up the status quo and traditional financial planning model like you wouldn’t believe. This discussion between Andrew, Clayton and Adrian is definitely not short ...
#82 Philip Kewin & Marc Bineham on Vertical Integration and the Cost of Financial Advice
May 24, 2018 00:54 - 56 minutes - 105 MBIn this week’s episode, Ben Nash’s ‘let’s have at it’ approach with Philip Kewin (CEO) (@afa_ceo) and Marc Bineham (National President) (@afa_pres) of the AFA (www.afa.com.au) explores some of the most discussed and debated topics within the XY community and the advice profession as a whole. We’re talking vertical integration, fee for no service, grandfathering, FASEA and the Royal Commission itself. Philip and Marc do a great job of sharing their insights and providing a ‘big picture’ ove...
#81 Dante De Gori on the Current and Future State of Advice
May 17, 2018 00:00 - 46 minutes - 86.8 MB“Second only to your health is your financial wellbeing. We [the driven and passionate advisers] have a big role to play to ensure the Australian public are looked after financially” – Dante De Gori At a time when impugning comments about this industry we all love are being flung around left right and centre, Dante De Gori (@ddegori10)of the FPA (Financial Planning Association - www.fpa.com.au) believes this is also a great opportunity to start producing positive content that highlights th...
#80 Mike Weeding & Sean Brennan on Digital Innovation for Financial Advice
May 10, 2018 00:00 - 39 minutes - 74.2 MBThere’s developing a standard business model of advice, and then there’s being at the forefront of digital innovation to maximise the client experience. Mike Weeding (@michaelweeding) and Sean Brennan (LinkedIn: /brennansean/) are two creative brains that make up part of the AMP (www.amp.com.au) ‘think tank’ dedicated to digital innovation and human centred design. Whether you are part of a big corporation or operating as a one-man-adviser-band, there is plenty of value in this podcast for...
#79 Daniel Murray on Integrating Empathy and Financial Advice
May 03, 2018 02:06 - 1 hour - 127 MBIn this episode, you’re going to hear how a children’s story about a rhino and a monkey can help financial advisers understand their clients better and in turn provide amazing value. Quite frankly, we think it’s pretty spot on. Our guest is Daniel Murray (LinkedIn:/daniel-empathicconsulting) of Empathic Consulting (www.empathicconsulting.com). He’s the applied mathematics corporate turned empathy coach combining formulas with emotions. He has a toolbox of strategies designed to help advise...
#78 Clayton Daniel & Adrian Patty on What’s Happening in the Finance Industry and XY Community
April 26, 2018 04:07 - 53 minutes - 98.8 MBXY Adviser started when a handful of curious financial advisers wanted to know what others in the industry were doing and how they could improve their business practices. From just a couple hundred members to now etching towards 2,000 with an average active user rate of 70% each day, it’s obvious the Facebook Group (www.facebook.com/groups/xyadviser) is the heart and soul of what makes the XY community so great! In this podcast, Clayton and Adrian discuss how the community has evolved over...
#77 Caitlin Iles on Understanding and Disrupting Venture Capital
April 19, 2018 01:13 - 46 minutes - 86.4 MBCaitlin Iles’ (@ms_iles) story is one we’re sure Universal Studios wish they could get their hands on. After discovering she was dyslexic in year 12 she then went on to start a property investment company in Dubai at the age of 24, receive an invitation to Necker Island from ‘Mr. Virgin’ himself and is now creating the largest portfolio of female founded startups through her Venture Capital firm Capital XX (www.capitalxx.com). Her extensive knowledge and passion becomes very apparent as sh...
#76 Berin Delforce on the Entrepreneurial Journey of a Financial Adviser
April 12, 2018 07:40 - 1 hour - 125 MBAfter ‘retiring’ from the unique Latvian sporting code that is Novus, Berin Delforce (@stickmanwealth) of Stickman Wealth Management (www.stickmanwealth.com.au) switched the snooker-like table for SOA’s. He never initially had his sights set on Financial Planning though. It was only after a tumultuous job history (his words, not ours) that he saw a great entrepreneurial opportunity within the industry. Not too dissimilar to the Novus game, this podcast bounces around in all kinds of direct...
#75 Warrick Pleash on Understanding Cryptocurrency as an Adviser
April 05, 2018 03:49 - 1 hour - 135 MBWe think it’s fair to say that despite being one of the most debated topics within the XY Community, it’s also a topic that fosters the biggest absence of knowledge. We are of course talking about… cryptocurrency. To combat this, we’ve brought in one of the most qualified people in this space to define, debunk and dive into the ins and outs of cryptocurrency. As a qualified accountant, stock broker, financial adviser and business coach to over 4,000 financial planners, Warrick Pleash (@war...
#74 Neil Rogan on Investment Bonds – What Advisers Need To Know
March 29, 2018 00:00 - 44 minutes - 82.2 MBNeil Rogan (www.linkedin.com/in/roganneil/) of Centuria (www.centuria.com.au/) is the guy turning investment bond jargon into terminology that advisers can easily understand and use with their clients. Thanks to the XY community for throwing up the investment bond discussion on several occasions; you asked and we listened. This podcast explores the ins and outs of investment bonds – what they are and where they sit in the investment world, when you should consider an investment bond for yo...
#73 Clayton Daniel & Ben Nash on the XY Community and the Future of Financial Advice
March 21, 2018 23:35 - 30 minutes - 56.9 MBFor those eagerly awaiting a smooth and sultry solo podcast from Clayton Daniel, unfortunately (or fortunately?!), thanks to Ben Nash you’ll have to continue waiting for that one. In this episode, Ben and Clayton shoot the breeze and give us an update on the XY Adviser community and discuss why this awesome group just might be the sanity check we all need as to where we, as advisers and the industry itself is headed. We especially loved the conversation around these topics: The astounding...
#72 Chris Bates on the value of LinkedIn, Property & Getting out of Africa Unscathed
March 15, 2018 01:11 - 54 minutes - 102 MBChris Bates of Wealthful is the Financial Adviser and Mortgage Broker with a very unique (and very successful) service offering for young families looking to ‘live a life fulfilled with what they value’. Step inside his virtual LinkedIn abode and you’ll instantly get a feel for the kinds of ideas, information and opinions that swirl around in Chris’ head on the daily. With his short form posts reaching an audience of 20,000 + people a day, it’s obvious his stuff has a lot of merit and is h...