Ensombl Advice Australia

In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flyn...

In this installment we focus in on content marketing, and how it's become a huge part of the advice tech stack. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patric...

In this episode we're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: ht...

In this final installment we talk about the evolution of technology and what the future may hold. To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change Patrick Flynn Founder of Simply Advice Websites and Director of Simply Kaizen Patrick Flynn XY: https://www1.xyadviser.com/members/2760995 Patrick Flynn Website: https://patrickflynn.info/ H...

Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian Survivor. He talks about his journey from being a machine-fitter at the Royal Australian Mint to entering the advice industry, and how his continual drive for self-improvement got him there. Joey McCann XY: https://www1.xyadviser.com/members/2991264 PADUA Financial Group Website: https://www.paduafina...

Today we cover the China GDP, New Zealand inflation data, Aristocrat's acquisition of Playtech, Qantas, Senex Energy, and Iron Gate Property. 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:...

Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into financial services, and the experience he brought into Fortnum which assisted in its growth. Neil Younger LinkedIn: https://www.linkedin.com/in/neilyounger/ Fortnum Private Wealth Website: https://fortnum.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY p...

Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients. Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/ Sufficient Funds Website: https://sufficientfunds.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platf...

Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas. 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/

Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management. Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Peloton Partners Website: https://www.p...

In this episode we talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/membe...

In this episode we discuss the concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/memb...

In this episode we go "under the hood" and discuss integrations. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Adviser and Co-Fou...

In this episode we discuss the issue of compliance when dealing with software. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Advi...

In this final installment we cover the change management process of implementing new technology into an advice practice. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www...

Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal. Ross Marais XY: https://www1.xyadviser.com/members/2501499 More Time Financial Website: https://www.moretimefinancial.com.au/ Ross Marais Website: https://www.rossmarais.com/ More Than Mo...

Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions. 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.xy...

Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform. Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/ MBS Website: https://marketingbrandingsales.com/ My Money Sorted Website: https://mymoneysorted.com.au...

Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base. Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/ The Limelight Department: https://www.linkedin.com/company/the-limelight-department/ This episode is pro...

Today we cover the shock resignation of NSW's Premier, Global energy shortages, Optus, and the US debt ceiling. 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...

Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today. Rob Skinner XY: https://www1.xyadviser.com/members/8366992 Fortum Private Wealth Website: https://fortnum.com.au/ This episode is proudly sponsored by HUB24. https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadvi...

Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice". Michael Miller XY: https://www1.xyadviser.com/members/2456122 Wealth Market Website: www.wealthmarket.com...

Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga. 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....

Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast. Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/ Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/ Financial Secrets Revealed...

Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula". Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/au Value of an Advisor Study: https://russellinvestments.com/us/resou...