Ensombl Advice Australia

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He returns to the XY Podcast to talk about team structuring, and the upcoming Ethical Advice Conference. Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Ethical A...

This week we cover the ASX 200, US non-farm payrolls, rising RBNZ rates, global oil reserves, the SEEK Australian Job index, Magellan, and Appen. This market highlight is proudly brought to you 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...

In this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software. ProductRex Website: https://www.productrex.com.au/   Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/  Curiosity Corner (Bric...

Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive into the topic of client experience, and Paul discusses what he's doing to reward clients for their business. Paul Nicol LinkedIn: https://www.linkedin.com/in/paul-nicol-23aa678/ GMF Wealth Advisory Website: https://www.gfmwealth.com.au/ Want to learn more about how a.i. can transform your advic...

Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He and Ben chat about finding and leveraging referral partners and centers of influence, and the most important element of setting your staff up for success. Ian Byrne LinkedIn: https://www.linkedin.com/in/ian-byrne-00597725/ Evolution Financial Website: https://www.evolutionqueensland.com.au/...

This week we cover the Bank of England's policy U-turn, Australian Retail Sales, US PCE data, Optus's data breach, TPG/Telstra's regional network sharing deal, and Universal Store. This market highlight is proudly brought to you 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...

This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB. Iress Website: https://www.iress.com/ Iress Community: https://community.iress.com/ Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/ Curiosity Corner (Notion) website: https://www.notion.so/ Peita Dia...

Olivia is the Managing Editor - news & analysis at Mumbrella. She joins Jess to talk about becoming genuinely good at PR, and how much time, strategy and tactical practice you need to put in before you can expect return on investment. Olivia Kruimel LinkedIn: https://www.linkedin.com/in/oliviack-marcoms/ Mumbrella Website: https://mumbrella.com.au/ Australian Retirement Trust. It's more super for...

Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal Adviser of the Year. He talks to Ben about the biggest challenges he faced from starting his business from scratch with no clients to where it is today. Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Martin McGrath LinkedIn: https://www.linkedin.com/in/martin-mcgrath-retire...

In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space. Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Curiosity Corner (...

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess to chat about the concept of retirement, how people can continue to bring purpose and meaning to their life post-work, and what advisers can do to help our clients through the transition.  Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/ Full Time Lives Website: https://fulltime...

In this first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan. Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://...

In this installment we talk with our panel of speakers about the second area of trust: Authenticity. Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/ Jane Ryan Princi...

In this episode we discuss the importance of reliability when it comes to building trust with clients. Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/ Jane Ryan Prin...

In this final episode in our four part series we explore "the feeling" of someone acting in your best interest, and how it's a vital building block in establishing a trusted relationship. Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in...

Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest changes in his business and what's stayed the same, and how he approaches changes in fee structure with clients. Josh Dalton LinkedIn: https://www.linkedin.com/in/daltonjosh/ Dalton Financial Partners Website: https://daltonfp.com.au/ Australian Retirement Trust. It's more super for you...

This week we cover US and UK CPI data, Australian employment data, the NFIB survey, Atlas Arteria, Link Administration, and Ramsay Healthcare. This market highlight is proudly brought to you 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 – h...

In this episode Peita chats with Robyna May, a Power BI and Automation Consultant at Verlata Consulting. They discuss the features of the Power BI business intelligence tool, and how it's live data visualisation software and insights can benefit practice owners. Microsoft Power BI: https://powerbi.microsoft.com/ Verlata Website: https://www.verlata.com/viewpoint-power-bi Robyna May LinkedIn: https...

Richard is a Partner at Belay Advisory. He and Jess chat about how his business has grown and changed over the years, the value of mentorship, and understanding your niche client. Richard Felice LinkedIn: https://www.linkedin.com/in/richfelice/ Belay Advisory Website: https://www.belay.com.au/ Australian Retirement Trust. It's more super for you and your clients. Visit https://www.australianretire...

Chris is the Founding Partner at VISIS Private Wealth. He joins Ben to talk about starting VISIS, what he's done to drive growth in the business, and the biggest obstacles he's had to overcome on the journey. Chris Smith LinkedIn: https://www.linkedin.com/in/chrissmithvisis/ VISIS Private Wealth Website: https://www.visis.com.au/ Australian Retirement Trust. It's more super for you and your client...

This week we cover the US non-manufacturing ISM index, last Friday's European Central Bank meeting, the new UK energy policy, Tyro Payments, Nuix, and Metcash. This market highlight is proudly brought to you 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/ Gener...

In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into the width and breadth of the Microsoft 365 productivity suite, and discuss how to take advantage of its tools to leverage efficiency in your practice. Microsoft 365 Website: https://www.microsoft.com/en-au/microsoft-365 Wyntec Website: https://www.wyntec.net.au/ Tom Freer LinkedIn: https://www.linkedin.c...

Deepa is the Principal Consultant and Founder at RecruiTalent. In this second installment, Deepa and Jess discuss recruitment from the candidate's side, including the state of the current marketplace, and how to negotiate for what you're looking for in a role. Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/ RecruiTalent Website: https://recruitalent.com.au/ Australian Retirement Trus...

Charlie a Partner and Managing Director at Pitcher Partners. He and Ben talk about how he went from a desk and a phonebook to managing over two billion dollars in assets under management. Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Pitcher Partners Website: https://www.pitcher.com.au/ Australian Retirement Trust. It's more super for you and your clients. Visit https://www.aus...

This week we cover the Nordstream gas pipeline, falling oil prices, Australian retail sales data, US Non-farm payrolls, Australian house price data, A2 Milk, Webjet, and Nitro. This market highlight is proudly brought to you 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.xya...