Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice. Yodal Website: https://yodal.com.au/  Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/  Curiosity Corner (Drawify): https://drawify.com/home     Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230602 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/

Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the industry is headed in the future. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://www.truedirection.com.au/about-us This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230601 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 Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed in the future, and the people, values and culture aspects of the business. Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ Anganwadi Project Website: https://www.anganwadiproject.com/ B1G1 Website: https://b1g1.com/ AACP Website: https://www.collaborativeaustralia.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230530 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 we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230529 and subscribe so you don’t miss any episodes. 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 James Wrigley, Principal at First Financial and Host of the Ensombl Podcast. They discuss using TikTok to reach a new audience, and how to attract the right audience to your content. Tiktok Website: https://www.tiktok.com/ James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/  James Wrigley TikTok: https://www.tiktok.com/@iamjameswrigley Curiosity Corner (Llama Life): https://llamalife.co/    Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230526 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/

Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abilities, rather than replacing them. Justin Lucas LinkedIn: https://www.linkedin.com/in/justin-lucas-18349715/ Koda Capital Website: https://kodacapital.com/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230525 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 chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business. David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Yarra Lane Website: https://www.yarralanegroup.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230523 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 we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 and subscribe so you don’t miss any episodes. 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 speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth. Xeppo Website: https://xeppo.com.au/financial-planners/       Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/  Curiosity Corner (Opal): https://www.opal.so/    Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230519 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/

Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved. Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Master Your Money Now Website: https://masteryourmoneynow.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518 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 sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team. Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ BBFP Website: https://www.bbfp.com.au/ Landmark Forum: https://landmarkworldwidemelbourne.com/ Echelon Front: https://echelonfront.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230516 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 we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515 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 chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence. MUA Website: https://www.wemua.com/  Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/   Curiosity Corner (Spoke): https://spoke.app/   Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230512 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/

Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video. Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123 The Cyber Collective Website: https://www.thecybercollective.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230511  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 Brett Schatto, CEO at Pride Advice. They lift the lid on his practice and talk about how he went from investigating financial services as a detective to actually being in financial services. Brett also talks about how he developed the culture of his business, and how they support their ideal client base.  Brett Schatto LinkedIn: https://www.linkedin.com/in/brettschatto/ Pride Advice Website: https://prideadvice.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230509 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 we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the EBC meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230508 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 David Spiteri, Founder and Owner of Life Tech Assist. They talk through the features of the insurance technical support service that provides advisors with independent assistance with life insurance queries, and the tools they supply to assist clients with the claim process. Life Tech Assist Website:  https://www.lifetechassist.com.au/  David Spiteri LinkedIn: https://www.linkedin.com/in/david-spiteri-life-tech-assist/   Curiosity Corner (My Social): https://mysocial.ai/  Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230505 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/  

Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying process for clients, and how the right process and compliance regime will make sure you are working to the right standard. Tony Smilevski LinkedIn: https://www.linkedin.com/in/tonysmilevski/ Tony Insurance Website: https://tonyinsurance.com.au/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230504 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 Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia. Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Website: https://www.ejm.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230502 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 we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230501 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/