Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to chat about the importance of building a team and having a community in your business, and the most difficult skill he’s had to master as an adviser. RFS Advice Website: https://www.rfsadvice.com 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/

This week we cover the Australian Federal Budget, US Core CPE index data, Amazon, Meta, Alphabet, and Carsales. 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 sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at Lonsec's iRate research tool, and discuss the features that advisers may not be using to their advantage. Lonsec Website: https://www.lonsec.com.au/ iRate Two Week Trial: https://www.lonsec.com.au/financial-adviser/irate-trial/ Hannah Bevan LinkedIn: https://www.linkedin.com/in/hannah-bevan-37831063/  Curiosity Corner (TextExpander) website: https://textexpander.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/

Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, bullying, and the role of good leaders to help create safe workplaces. Dawn Thomas XY: https://www1.xyadviser.com/members/11231058 Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/ The Wealth Designers Website: https://twd.com.au/ "A Husband is Not a Retirement Plan" by the Senate of Economics References Committee: http://www2.xyadviser.com/mhs7ou Response from the govt regarding the recommendations: http://www2.xyadviser.com/9irbpc Fair Work Bullying Resource: http://www2.xyadviser.com/fsr3lj Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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 British Prime Minister Liz Truss' resignation, UK CPI data, the US NAHB House Market index, New Zealand CPI data, Santos, Woodside, Adbri, Netflix and Tesla. 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 is joined by LinkedIn Expert and Consultant Adam Houlahan. They chat about the different approaches to using LinkedIn as a tool to benefit your business, and common mistakes you may be making. Adam Houlahan Website: https://adamhoulahan.com/ Adam Houlahan LinkedIn: https://adamhoulahan.com/ Curiosity Corner (Hypercontext) website: https://hypercontext.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/

Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component he built within BlueRock, what his initial intention with it was, and how the teams work together to help clients. Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/ BlueRock Website: https://www.bluerock.com.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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/

James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing can be practically woven into your advice process, and how understanding your client's values can build deeper connections. James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning: https://www.justinvest.net.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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 US Core CPI data, the UK jobs report, the Westpac consumer confidence index, Qantas, and Baby Bunting. 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/

This week, Peita is joined by Dante St James, Meta Lead Trainer and Digital Consultant to Small Businesses. They discuss the best ways to approach Facebook as a business, and explore the lesser-known benefits and tools of the Meta Business Suite. Dante St James Website: https://dantestjames.com/  Dante St James LinkedIn: https://www.linkedin.com/in/dantestjames/  Curiosity Corner (Answer the Public) website: https://answerthepublic.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/

Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he's created within his practice, and how any technology you use in your business should be robust with your client strategy in mind. Andrew Hewison LinkedIn: https://www.linkedin.com/in/andrewhewison/ Hewison Private Wealth Website: https://www.hewison.com.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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/

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He returns to the XY Podcast to talk about team structuring, and the upcoming Ethical Advice Conference. Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Ethical Advice Conference Website: https://www.ethicaladviceconference.com/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ Ethos Australia Website: https://www.ethosesg.com/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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 ASX 200, US non-farm payrolls, rising RBNZ rates, global oil reserves, the SEEK Australian Job index, Magellan, and Appen. 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 is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software. ProductRex Website: https://www.productrex.com.au/   Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/  Curiosity Corner (Brickit) website: https://brickit.app/ 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/

Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive into the topic of client experience, and Paul discusses what he's doing to reward clients for their business. Paul Nicol LinkedIn: https://www.linkedin.com/in/paul-nicol-23aa678/ GMF Wealth Advisory Website: https://www.gfmwealth.com.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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/

Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He and Ben chat about finding and leveraging referral partners and centers of influence, and the most important element of setting your staff up for success. Ian Byrne LinkedIn: https://www.linkedin.com/in/ian-byrne-00597725/ Evolution Financial Website: https://www.evolutionqueensland.com.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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 Bank of England's policy U-turn, Australian Retail Sales, US PCE data, Optus's data breach, TPG/Telstra's regional network sharing deal, and Universal Store. 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/

This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB. Iress Website: https://www.iress.com/ Iress Community: https://community.iress.com/ Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/ Curiosity Corner (Notion) website: https://www.notion.so/ 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/

Olivia is the Managing Editor - news & analysis at Mumbrella. She joins Jess to talk about becoming genuinely good at PR, and how much time, strategy and tactical practice you need to put in before you can expect return on investment. Olivia Kruimel LinkedIn: https://www.linkedin.com/in/oliviack-marcoms/ Mumbrella Website: https://mumbrella.com.au/ Australian Retirement Trust. It’s more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser 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/

Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal Adviser of the Year. He talks to Ben about the biggest challenges he faced from starting his business from scratch with no clients to where it is today. Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Martin McGrath LinkedIn: https://www.linkedin.com/in/martin-mcgrath-retirement-specialist-b991915a/ Financial Edge Group Website: https://www.financialedgegroup.com.au/ Australian Retirement Trust. It’s more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser 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/