Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep dive into the functions of the AstuteWheel software, and discuss how advisers can utilise its tools to add value to client engagement and presentation. AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/ Curiosity Corner (Glide) website: https://www.glideapps.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/

Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who are Wear It Purple, why they exist, and how we can get involved to support youth mental health. Lara Husselbee LinkedIn: https://www.linkedin.com/in/larahusselbee/ Wear It Purple Website: https://www.wearitpurple.org/ WIP Day Resources: https://www.wearitpurple.org/wip-day-resources MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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/

Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk about the challenges he faced when starting his own practice, overcoming adjustment disorder and building confidence. Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/ Modern You Financial Planners Website: https://www.modernyoufp.com/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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 Australian Wage inflation and Employment data, the Reserve Bank of New Zealand interest rates rise, Carsales, BHP, SEEK, Temple and Webster, and Cleanaway. 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/

Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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/

Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients. Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Gianna Thomson Website: https://www.giannathomson.com.au/ Fitzpatricks Private Wealth: https://fitz.com.au/adviser/gianna-thomson-salvestro/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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 US July CPI print, the US Producer Price index, Australian reporting season, CBA, Telstra, and BHP. 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/

Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she's learned from. Jess Brady XY: https://www1.xyadviser.com/members/2416358 Jess Brady LinkedIn: https://www.linkedin.com/in/jessica-brady-21165812/ Fox & Hare Website: https://foxandharewealth.com/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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/

Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what's changed and developed in his practice over the last fourteen years, and the steps he's taken to future-proof the business. Steve Nielsen LinkedIn: https://www.linkedin.com/in/stevenielsenascentwm/ Ascent Wealth Management Website: https://www.ascentwm.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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 RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation. 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/

Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk all things Advice Tech, including what advisers are looking for in the Advice Tech they use, and where it might be headed in the future. Kevin Liao LinkedIn: https://www.linkedin.com/in/liaokevin/ DASH Website: https://dash.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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/

Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of "Sharing More than the Sheets". He and Ben chat about how he settled into his niche of working with couples and families, and how he build the right team to suit this niche. Michael Khouri XY: https://www1.xyadviser.com/members/2492418 Michael Khouri LinkedIn: https://www.linkedin.com/in/khourimichael/ Better Financial Planning Website: https://www.betterfinancialplanning.com.au/ Sharing More Than The Sheets Podcast: https://www.sharingmorethanthesheets.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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 Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre. 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/

Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with Clayton to discuss running a "lifestyle" financial planning business, including the impact that COVID has had on the advice world.  Dylan Martin XY: https://www1.xyadviser.com/members/2210468 Dylan Martin LinkedIn: https://www.linkedin.com/in/dylanmartinfsgwm/ Feel So Good Wealth Management Website: https://www.fsgwm.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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/

Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own business, and some of the biggest lessons he's learned over his six year advice journey. Ryan Porter LinkedIn: https://www.linkedin.com/in/ryanporter-catalystwealthgroup/ Catalyst Wealth Group Website: https://catalystwealthgroup.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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 US Manufacturing PMI, the NAHB housing market index, EU flash PMI's, Australian MFG and Services PMI's, and the start of the US and Australian reporting season. 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/

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben talk about money mindset and the impacts it has on your financial decisions and spending habits. Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/ Women Talking Finance Website: https://www.womentalkingfinance.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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 US CPI, Australian Unemployment, the Reserve Bank of New Zealand cash rate rise, and ANZ's potential acquisition of MYOB and Suncorp. 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/

Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable goals for your clients, your staff and yourself. Ange Ritchie LinkedIn: https://www.linkedin.com/in/angeritchie/ My Goal Squad Website: https://www.mygoalsquad.com/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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/

Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry. Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/ CareSuper Website: https://www.caresuper.com.au/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.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/