Ensombl Advice Australia

In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA. True Direction Website: https://www.truedirection.com.au/ Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24.com.au), an...

Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020. FASEA Website: https://www.fasea.gov.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24...

Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible. Certainty Advice Group Website: https://certaintyadvicegroup.com/ Jim Stackpool Linkedin: https://www.linkedin.com/in/jimsta...

On today's episode, Clayton talks to Chris Carlin - 2019 AFA Rising Star Award Winner, founder of Master Your Money Now, Financial Planner and Mortgage Broker. Master Your Money Now Website: https://masteryourmoneynow.com.au/ Chris Carlin Linkedin: https://www.linkedin.com/in/chriscarlin1/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB2...

Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who specialises in developing policy, process and technology solutions that empower advisers to do more. Patrick Flynn Website: https://patrickflynn.info/ Patrick Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/ General Disclaimer – https://www.xyadviser.com/discla...

Today, Clayton talks with Andrew Inwood - the founder and CEO of the Coredata Group with global operations. He focuses on the area of Behavioural Economics, with a particular interest in the process of trust transfer between individuals and corporations.   Episode Resources: Core Data Website: https://www.coredata.com.au/ Andrew Inwood Linkedin: https://www.linkedin.com/in/andrew-inwood-0207178/  ...

In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments. Episode Resources: Goodments Website: https://goodments.com/ Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is sponsored by Goodments. (https:/...

In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice. Episode Resources: Responsible Investment Website: https://responsibleinvestment.org/ Simon O'Connor Linkedin: https://www.linkedin.com/in/simonoconnor/ Additional resources: https://responsibleinvestme...

In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment.   Episode Resources: Sustainalytics Website: https://www.sustainalytics.com/ Marco Sepulveda Linkedin: https://www.linkedin.com/in/marcosepulveda/ Marco Sepulveda Email:...

In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world. Episode Resources: Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au Hope Evans Linkedin: https://www.linkedin.com/in/hope-evans-07a69539/ Genera...

Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about the benefits of ESG investing. Episode Resources: Morphi...

In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin - the Founder and Adviser at AdeleMartin.com and Firefly Wealth. Adele talks about how to create a following using social media to create a full funnel of inbound clients. Episode Resources: Website Adele Martin - https://www.adelemartin.com LinkedIn - https://www.linkedin.com/in/adelemartin/ General Disclaimer – h...

In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients.  Episode Resources:  Wealthful Website -  https://www.wealthful.com.au/ Chris Bates LinkedIn -  https://www.linkedin.com/in/ christopherbates/ General Discla...

In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the Investment Director at Kelly+Partners Private Wealth – to talk about doing partnerships with the more traditional partners in financial advice. Episode Resources: Kelly+Partners Private Wealth Website - https://kellypartners.com.au/ Shane Hay LinkedIn - https://www.linkedin.com/in/shane-hay-6a884250/ Genera...

If there was a person at the pointy end of what the Royal Commission has done to advisers, then Neil Macdonald the CEO of the AMP Financial Planning Association is that person. In today's episode, Clayton talks to Neil about how AMP arrived at their decision to cut the valuations of businesses across the AMP license, and about how the AMPFPA is now organising the class action suit to fight this de...

Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser. On today's episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful content for them, creating services that offer autonomy f...

On today's episode, we're starting the conversation on how to nail the profit phase of an awesome advice business. We've brought in the unapologetic financial-advisor-turned-podcast-master Glen James to share his story on how he stumbled upon the podcast industry, strategies for growing a successful podcast/business, commitments to your goals, and positioning your business for profit while providi...

Today, we've got Clayton with business-coach-turned-businessman, David Carney--- CEO of Virtual Business Partners, a back-office solutions company for financial planning firms in Australia.   Listen on as David defines success, demystifies the pros and cons of outsourcing, how to create and maintain an effective, thriving culture-based business, keeping up with compliance and more!   Episode resou...

"Your team should be better than you" is just one of the wise words from the legendary Centaur--- Hugh Robertson, managing director of Centaur Financial Services. Listen in for his note-worthy advice on increasing work-efficiency, capturing data on the first meeting, looking not only for the right client but the right talent as well and other golden nuggets. Episode resources: Hugh Robertson Linke...

In today's episode, Ben is with Dean Holmes - co-founder and director of Absolute Wealth Advisors AKA the "Efficiency Guru". Listen in as they talk about acquiring the ideal clients, buying and selling businesses, setting priorities and outsourcing to increase efficiency and ultimately scale your business. Episode resources: Dean Holmes LinkedIn - https://www.linkedin.com/in/mrdeanholmes Absolute...

Daniel Brown is the CEO of Newcastle Financial Planning Group who has increased his inbound requests for new client meetings by 400% in the last 12 months alone. How did he do it? Listen on as Daniel explains the importance of marketing and its positive impact on your business if done right, his five-step meeting process and how he is helping his team members find their niche to help the business....

It's time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business. Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his te...

On this episode, Ben Nash sits down with Mark Nagle - the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.   Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client...

On today's episode, Ben chats to Brett Evans - expert Adviser to Aussie Expats - all the way from Dubai (AKA the Sandpit) on building his company Atlas Wealth Management and how he's streamlining his processes and efficiencies to scale up and service the increasing demand for expat advice. Episode resources: Brett Evans' LinkedIn - https://www.linkedin.com/in/brettaevans22/ Atlas Wealth Management...

Today's episode is the last in the PLAN part of this series, with Ben chatting to Vince Scully - founder and chief Sherpa of Life Sherpa - who's been in and around the industry for over three decades. Vince explains what went into the planning phase of his company and how he grew it to the success it is now. Episode resources: Vince Scully LinkedIn - https://www.linkedin.com/in/vincescully/ Life S...