Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing. Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/ 2020 Wealth: https://2020-wealth-pty-ltd.business.site/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231123 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool. Paraplanner.ai Website:   https://www.paraplanner.ai/    Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/ Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Curiosity Corner (Sleeptown):  https://sleeptown.seekrtech.com/  Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231117 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need through her role as Chair of the Pro Bono Financial Advice Network. Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Nicola Beswick Website: https://www.nicolabeswick.com/ FMD Financial Website: https://www.fmd.com.au/ Pro Bono Financial Advice Network Website: https://www.probonoadvice.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231116 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals. Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/ Wealthyer Website: https://wealthyer.com.au/ Shachar Kariv Profile: https://www.econ.berkeley.edu/faculty/825 Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.

In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included. Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/ Innovative Wealth Solutions Website: https://www.iwsonline.com.au/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ens

In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice. Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/ Treysta Wealth Website: https://www.treystawealth.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https:

In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews. Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/ Financial Lifestyle Managers Website: https://flm.com.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ RI Advice Website: https://rilowerhunter.com.au/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Lifebid Website: https://lifebid.com.au/ MBS Insurance Website: https://mbsinsurance.com.au/ Centaur Financial Services Website: https://centaurfinancial.com.au/ The Great Game of Business: https://www.greatgame.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231114 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot. Microsoft 365: https://www.microsoft.com/en-au/microsoft-365 The Wealth Network Website: https://www.wealthnetwork.net.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ Curiosity Corner (TripIt): https://www.tripit.com/web Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Zoom Terms and Conditions Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_i-must-confess-i-have-never-been-a-fan-of-activity-7100031983203880960-noGt/ Edge Copilot Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-ne

John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions. John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231109 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business. Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/ Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/ Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbarr/ Security In Depth: https://securityindepth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231107 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the sector. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231106 Visit our website to learn more about Lennox Capital Partners. https://ensombl.com/go/2-20231106 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data. Cyber Collective Website: https://www.thecybercollective.com.au/ Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ Curiosity Corner (Fake You): https://fakeyou.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231103 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games. Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/ The Adviser Games Website: https://www.theadvisergames.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231102 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team. Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/ CBD Advisory Website: https://www.cbdadvisory.com.au/ ASVW Financial Services: https://asvwfs.com.au/ Real Business Matters: https://realbusinessmatters.com.au/ One Minute Manager: https://www.amazon.com.au/Minute-Manager-Kenneth-Blanchard-Ph-D/dp/074350917X Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231031 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information. HeirWealth Website: https://www.heirwealth.com/ Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193  Curiosity Corner (Forgotify): https://forgotify.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231027 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice.  Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/ Purpose Planning Website: https://www.purposeplanning.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231026 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry. David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231024 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023 For more information on ClearBridge Investments contact our team here https://ensombl.com/go/2-20231023 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future. Plutosoft Website: https://www.plutosoft.com.au/       Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/    Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.com/  Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231020 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/