Ensombl Advice Australia

In this episode of XY Live with Ben Nash, Adrian Patty, Phil Thompson and Naomi Christopher had a very informative Forum Chat with Dante De Gori, CEO of the Financial Planning Association of Australia (FPA). Listen here as they talked about Digital Advice and how it is changing the game. Learn about the role of the traditional adviser play in the future of advice and professional standards play ou...

Interviews by Adrian Patty and Phil Thompson In this episode of XY Live, Christopher Bates of Wealthful has focused a lot on the property conversation with clients over the last few years. He has been a Financial Planner and Mortgage Broker based in Sydney and Melbourne. He will be sharing how he incorporates it into his advice offering, what the challenges have been and his hot tips for advisers...

On this XY Live on Facebook Live session, we have Adrian Patty and Ben Nash to talk to David Boyer from Sequal CFO and the From the Trenches podcast. In 2014, he established Sequel CFO subsequent to seeing an excessive number of SME organizations neglect to increase financial control and perceivability from their internal accounting function. He'll be explaining how to engage for a profitable rela...

Interviews by Phil Thompson and Clayton Daniel In this episode of XY Live on Facebook Live, we had Chris Hockey of Innovative Financial Solutions, who talked about how he was able to build a national advice firm from a one-man practice. Listen to his story.

Interviews by Ben Nash and Naomi Christopher In this episode of XY Live on Facebook Live, we have James Millard, Founder and Director of YOLO Financial Services, to share with you lessons , debunk a few myths, and provide guidance on starting a Financial Blog.

Interviews by Ray Jaramis and Phil Thompson Did you know you can offer financial advice for $30? NOD has facilitated over 2000 consumers questions to advisers with an average turn around time of 24 hours. Nod's mission is to create a platform where everyone on the planet can get on-demand access to help with financial decisions and questions about money from a network of trusted financial experts....

Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher   In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?

Interviews by Ben Nash and Adrian Patty This week we have Steve Nielsen talking 'How to drive efficiencies in your advice'. Steve will be sharing his tips and the process he used to scale his business and streamline his advice processes.

Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.

Interviews by Ben Nash and Clayton Daniel In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.

XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.

Interviews by Ben Nash and Ray Jaramis Brian Kennaugh has been involved in Financial Services for over 30 years and credits much of the growth of his business to client referrals. In this session we're going to dive deep into the process of how Brian has been able to get over 78% of his clients to refer others to Brian's advice practice and what you need to know to implement a referral framework i...

Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession an...

Interviews by Phil Thompson and Adrian Patty Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business

Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live with Matt Heine, joint Managing Director of Netwealth Group and passionate about innovation in financial advice, has talked about his recent US study tour and his learnings about the difference from the Australian market. Listen to what he has learned about using artificial intelligence and how algorithms can work wonders in ou...

Interviews by Phil Thompson and Adrian Patty David is the 2015 AFA Adviser of the Year and a pioneer in transforming retirement advice in Australia. He will be delving into the way he has incorporated clients' psychological wellbeing into his advice. He will also give insights from his recent trip to South by Southwest in Austin Texas.

Interviews by Ray Jaramis and Clayton Daniel The fact that Big Data is changing everything is no new headline. But how will it affect the advice industry and what will it do for your service offering? Technology plays a huge part in this from SoA generation, to client engagement and budgeting tools. Julian Plummer from Midwinter is going to talk us through the basics of Big Data but more important...

Interviews by Ben Nash and Naomi Christopher. On this episode of XY Live, we have Lea Schodel, Founder & CEO of Wellthy Pty Ltd to talk about delivering an online advice program focused on financial wellness. Lea takes her clients on a personalised journey to abundance and explores the mindset, knowledge, tools and support they need to create a better relationship with money.

We are doing it again on XYLive! Forum Chat with Phil Thompson, Adrian Patty and Ray Jaramis of XY Adviser with the special participation of Amanda Pond, Dylan Martin and Ronald Pratap to join us as we discuss how you started your business. Through this forum, our many diverse communities will have the opportunity to share their unique perspective and be heard, as well as to learn about one anothe...

Interviews by Phil Thompson and Adrian Patty Hardy is the owner of Digital Spot, a digital marketing agency that specializes in helping financial services firms deliver great content to current and prospective clients. Join us for this XY Live episode with Hardy Azeez, as he provides tips to how start delivering content and how to get the best levels of engagement.

Interviews by Ray Jaramis and Phil Thompson For this XY Live episode, we have Sharon McClafferty discussing the truth bombs from a morning she had with Simon Sinek. As we all know he has a wildly popular TED talk and more recently a not to be missed clip regarding millennials in the workplace.

Interviews by Clayton Daniel and Ben Nash For this XY Live episode, we have Jade Eley from Hillross Adelaide. He will explain the outsourcing journey, the things he's learnt, how you can do it in your practice to get the best results.

Interviews by Ben Nash and Adrian Patty For this episode of XY Live with have Erin Truscott, Adviser and Partner at GCA Financial in Brisbane. Before becoming an Adviser Erin was a Practice Development Manager for eight years and has only in the last 18 months transitioned into Advice. Erin was the AFA Rising star award winner in 2015 and will be talking about her journey and the unique approach s...

Interviews by Naomi Christopher and Phil Thompson This year's International Women's day theme was "Be Bold For Change" and AFA Inspire ran with this when they held their panel discussion last week at BT offices in Barangaroo. The group which fosters females in the advice industry brought a full room together to discuss gender equality in financial advice and financial services in general and came...

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.