Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients. intelliflo Website:  https://www.intelliflo.com/au       Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/  Curiosity Corner (Circle): https://circle.so/  Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future. Chris Bates Ensombl: https://app.ensombl.com/members/4043358 Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ Craig Bigelow Ensombl: https://app.ensombl.com/members/3099296 Craig Bigelow LinkedIn: https://www.linkedin.com/in/craigbigelowrt/ Weathful Website: https://www.wealthful.com.au/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances. James Wheland LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ VFS Group Website: https://vfsgroup.com.au/ AMFEX Website: https://amfex.com/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your client's investment portfolios and narrow decision-making. Oxford Risk Website: https://www.Oxford Risk.com.au/for-advisers/        Bianca Kent LinkedIn: https://www.linkedin.com/in/bianca-kent-5947043a/ Greg Davies LinkedIn: https://www.linkedin.com/in/gregbdavies/  Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base. Lucian Russ LinkedIn: https://www.linkedin.com/in/lucian-russ/ Emu Wealth Website: https://www.emuwealth.com/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat with Ben about where she's at now with her business, and how she balances a growing practice with a young family. Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover US Non-Farm payrolls, the RBA's rate increase, the collapse of Silicon Valley bank and potential contagion, Carsales and XRO. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms. OpenInvest Website: https://www.openinvest.com.au/for-advisers/        Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44     Curiosity Corner (Storytail) website: https://www.storytail.io/       Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change. Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/ Barry LaValley Website: http://barrylavalley.com/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact investing and how it differs from ethical investing, and what’s moving forward for ethical investing in Australia. David Rae LinkedIn: https://www.linkedin.com/in/davidjrae/ Ethinvest Website: https://www.ethinvest.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover lower than expected US Durable Goods Orders, US PMI data, European Core Inflation data, Australian Fourth Quarter GDP and Retail Sales data, the slowdown in buyer consumption, and climbing inventory. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry. Asendium Website: https://www.asendium.com/       Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/    Curiosity Corner (ChatGPT) website: https://openai.com/blog/chatgpt/      Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of your personal brand and vision, and what works and what doesn’t work when it comes to financial planning marketing. Chris Dale LinkedIn: https://www.linkedin.com/in/chrismarketinghq/ MarketingHQ Website: https://www.marketinghq.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money. Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://threekings.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy.  This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice. Padua Website: https://paduasolutions.com/       Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/  Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/    Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.com/      Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring customer feedback to enhance your client experience, and how the All Licensee PD Day is evolving to meet adviser demand for efficient CPD. Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186 Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being and mental health through the advice process. Daniel Testa LinkedIn: https://www.linkedin.com/in/daniel-testa-afp%C2%AE-5a5aa9108/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the January US and UK CPI print, US retail sales data, REINZ housing data, JB Hi-Fi, James Hardie, CBA, Westpac and NAB. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/