Ensombl Advice Australia

Gavin 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:...

This 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:...

Tim 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 proudl...

Hugh 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://centaurfin...

This 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:...

Corey 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 presentati...

Kris 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 a...

James 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...

Jonathan 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 spo...

In 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...

In 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 Account...

In 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.xya...

In 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: ht...

In 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: http...

James 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.firs...

Dan 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 spo...

Adele 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://g...

This 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:...

When 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://...

This 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/ G...

Kate 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: http...

In 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 & C...

In 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-...

In 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 Kather...

In 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 Ka...