Ensombl Advice Australia

#21 Forum Chat: Beyond the SoA

For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the community.

#20 How to attract Gen Y & X Clients with Steve Crawford

Interviews by Ben Nash and Phil Thompson Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X & Y's understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned.

#19 Leaving Value on the Table with Mark Nagle

Interviews by Phil Thompson and Ray Jaramis We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view as to why this is the case. It’s about the value Advisers leave on the table. And no, he doesn’t mean financial value.

#18 Things to include in a winning 2017 business plan with Sue Viskovic

Interviews by Adrian Patty and Phil Thompson We have Advocate of Financial Advice Business Coach, Sue Viskovic joining us for XYLive to share with you these relevant tips on how to get your attention in the right areas to commence your 2017 Business Plan with these four ultimate things successful advice firms will be working on.

#17 Between Success and Failure: Yesterday and Tomorrow with Santi Burridge

Interviews by Ray Jaramis and Phil Thompson We have founder of Implemented Portfolios Santi Burridge joining us for XYLive to answer this question and chat about the simple mistakes to avoid and how you can truly create an advice proposition where everyone wins.

#16 The State of Play with Aleks Vickovich

Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who is thriving, who is struggling, who is learning and a few insights from a recent trip to the us last year.

#15 How To Create A Low Cost Advice Offering with Vincent Scully

Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low cost advice offering giving access to a qualified financial planner for as little as $12.50 p/m Interviews by Phil Thompson & Adrian Patty

#14 Making Financial Advice Mainstream with Vanessa Stoykov

Vanessa Stoykov is the CEO of Evolution media group & No more practice with the objective of educating consumers on the importance of wealth and leadership via national television programs.

#13 Lessons From a Former Fintech Founder with Nikhil Sreedhar

Nikhil Screedhar was the founder of Proadviser a fintech startup aimed at taking on the robo advice market. Nikhil shared the honest truth about how he launched and then decided to wind down the business.  Nik was kind enough to shoot us through a handy two pager on some of the tips he shared with us during his session.

#12 How Advisers Can Work With Fintech with Ian Dunbar

We had Ian Dunbar the CEO of Suitebox and Co-founder of Afiniation to talking to us about the Australian fintech startup space and how adviser can work with these new innovative companies.

#11 The Journey Of The AFA Practice of The Year Winner with Sam Henderson

Sam Henderson is joined us to talk about his journey that lead him to own his own advice firm, host of Sky News Business 'Your Money, Your Call' and recently becoming named the AFA's Practice Of The Year winner.

#10 How to Leverage Your Advice Firm with Stewart Bell

Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technology, as well as giving us a bit of insight into how he works with businesses to improve their practice efficiency. 

#9 Building A Business With No Product Advice with Kate Holmes

Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.

#8 How To Build A Business Working With Australian Expats with Brett Evans

On this episode we had a chat with Brett Evans from Atlas Wealth joined us for XY, who was recently named innovator of the year in ifa's Excellence Awards. Brett was a treasure trove of information when it came to providing advice to aussies working overseas and the session was invaluable to anyone who is trying to work out who their ideal client is. Tune in if you wanted to get your hands on some valuable take-aways from his session.

#7 Starting A Business From Scratch with Kath Cairns

We had a chat with Kath Cairns about how she is growing her business and how she has done this starting from scratch. She has recently started advising clients and was a finalist in the 2015 AFA Rising Star award. All ears here as she will take us through how she went about building her client base from nothing and the engagement strategies she’s used to get there.

#6 What Will The Industry Look Like in 3 Years with Brad Fox

#5 How To Run A Financial Advice Business Remotely with Dean Holmes

Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advice firm from London and how we can all run a financial advice business remotely. Tune in to get more tips on how you may virtually handle your business with available tools onlilne.

#4 Building A Personal Brand with Paul Gilbert

Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your personal brand through content marketing. Dig in on some tips for advisers in how they can stand out from the crowd. The session ended up going overtime because the (virtual) room was brimming with questions for Paul and he did not disappoint when it came to providing valuable answers.

#3 Integrating Professional Coaching & Financial Advice with Cathryn Gross

Interview with Cathryn Gross from Twelve Wealth and she spoke to us about how she is integrating professional coaching with financial advice. She took us through her journey of establishing an advice practice with a life coaching component. It was super interesting hearing how she offers to be a sounding board for more than just money matters to her clients. Tune in to get your hands on some valuable take-aways from her session.

#2 How To Build Automated Lead with Guy Freeman

Guy Freeman gives us some insights as to how build an automated lead process using search engine optimization and paid Facebook and Google advertising. He was able to shed more light on his best practices on how to generate more leads using different enterprising avenues. Listen to how he has been helping advisors build & grow successful practices, take their business to the next level and to go from six to seven figures through this podcast.

#1 Making Advice Remarkable with Brenton Tong

In this first episode of XY Live, Brenton Tong gives us some insights as to how he is making his advice process remarkable in your own process and in the financial planning industry. Brenton gives us access to his advertising methodologies and his vision on how it might gainful to the way of life and culture of financial planners. Tune in to this educational podcast to learn how he was able to find the most effective way to communicate his solutions.