Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results. 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 Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process. Dash Website: https://dash.com.au/     Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/    Curiosity Corner (Airgram) website: https://www.airgram.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/

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team.  Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ The Wealth Designers Website: https://twd.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 US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin. 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 chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice. Ethos ESG Website: https://www.ethosesg.com/   Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a    Curiosity Corner (Forest) website: https://www.forestapp.cc/    Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change 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/

Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to know his clients, what questions to ask, and how this information can be leveraged in the advice process. Justin Hooper LinkedIn: https://www.linkedin.com/in/justinhooper1/ Sentinel Wealth Website: https://sentinelwealth.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.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/

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Adam Crabbe Risk Strategy Specialist at Zurich Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ Kathryn Orman Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/ Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/  Peter Worn Joint-Managing Director at Finura Group Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group: https://finuragroup.com/ Kathryn Creasy Wealth Adviser and Principal at Capital Partners Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/ Charmaine Lamprecht Chief Operating Officer and Principal at Capital Partne

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Michelle Levy Partner at Allens Michelle Levy Profile: https://www.allens.com.au/people/l/michelle-levy/ Allens Website: https://www.allens.com.au/ Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ Financial Planning Association of Australia Website: https://fpa.com.au/ Corey Wastle CEO at Verse Wealth Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/ Nicolette Boele Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield Nicolette Boele LinkedIn: https://www.linkedin.com/in/nicolette-boele/ Nicolette Boele Website: https://www.nicoletteboele.com.au/ Jason Andriessen Consulting Partner at MYMAVINS, and Co-Founder and

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Matt Jones Co-Founder and Brand Director at Four Pillars Gin Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/ Four Pillars Gin Website: https://www.fourpillarsgin.com/ Dr. Paul Moran CEO and Founder of iFactFind Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ iFactFind Website: https://ifactfind.com.au/ Ben Marshan General Manager of Policy and Advocacy the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Financial Planning Association of Australia Website: https://fpa.com.au/ William Johns CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight William Johns LinkedIn: https://www.linkedin.com/in/williamjohns1/ Health & Finance Integrated

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Brett Wright Founder of LifeBid Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ LifeBid Website: https://lifebid.com.au/ Cameron Peck Director at Safeguard Life Cameron Peck LinkedIn: https://www.linkedin.com/in/cameronpeck1/ Safeguard Life Website: https://www.safeguardlife.com.au/ Kerry Darton Founder of Clarity Financial Advice Kerry Darton LinkedIn: https://www.linkedin.com/in/kerry-darton-aged-care-professional-b43a4320/ Clarity Financial Advice Website: https://cfadvice.com.au/ Jason Burley Senior Financial Planner at Burley Aged Care Advice Jason Burley LinkedIn: https://www.linkedin.com/in/burleyagedcareadvice/ Burley Aged Care Advice Website: https://burleyagedcareadvice.com.au/ Assyat David Director at Aged Care Steps Assyat David LinkedIn: https://www.linkedin

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ FPA Website: https://fpa.com.au/ Phil Anderson Chief Executive Officer at Association of Financial Advisers Phil Anderson LinkedIn: https://www.linkedin.com/in/philpaulanderson/ AFA Website: https://www.afa.asn.au/ Conrad Travers Principal Consultant at Tangelo Advice Consulting Conrad Travers LinkedIn: https://www.linkedin.com/in/conradtravers/ Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/ Ben Donald Managing Director at Austbrokers Life Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyisto

Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her advice journey, and the intangible benefits of financial advice and the importance of equity. Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/ Rising Tide Financial Website: https://risingtidefinancial.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.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 Australian GDP data, the RBA's cash rate raise, the US consumer credit report, UK November housing data, the US ISM Services print, Nitro Software, Healius, and Air New Zealand. 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://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation. Worksorted Website: https://worksorted.com/  Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/  Curiosity Corner (Upcontent) website: https://www.upcontent.com/   Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, and how we can create robust marketing plans moving forward. Creina Lister LinkedIn: https://www.linkedin.com/in/creina-lister-607a8256/ Hewison Private Wealth Website: https://www.hewison.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an adviser, how to build long-term team relationships, and his solution to approaching mortgage broking with clients without being distracting. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Financial Website: https://risingtidefinancial.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the Australian inflation print, the US Personal Consumption Expenditure index, the US ISM manufacturing PMI, Domino's Pizza, Collins Food, Smartpay, Fisher and Paykel Healthcare, and Gentrack. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into the Think Caddie platform and explore how advice practices can utilise it to manage team compliance and training. Think Caddie Website: https://www.thinkcaddie.com Sasha Lincoln LinkedIn: https://www.linkedin.com/in/sasha-lincoln-bb069b43/    Curiosity Corner (Be Connected) website: https://beconnected.esafety.gov.au/   Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can practically cultivate great leadership skills, and how we can become better leaders in the year ahead. Tamar Balkin LinkedIn: https://www.linkedin.com/in/tamarbalkin/ Balkin Coaching Website: https://www.balkincoaching.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss his take on the rise of technology in advice, and how the term “financial literacy” can create shame around money. Vince Scully XY: https://www1.xyadviser.com/members/2272378 Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ Life Sherpa Website: https://lifesherpa.com.au/ Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/