Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the advice industry, how his service solution has evolved over time, and how asking better questions of your clients leads to better outcomes. Matt Leech LinkedIn: https://www.linkedin.com/in/mattleech1/ Kofkin Bond & Co Website: http://www.kofkinbond.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 and UK Core Inflation Data, Australian Employment Data, IGO's bid for Western Areas, and The Morrison Consortium. This market highlight is proudly brought to 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/

Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial Advisers (AFA). He and Jess chat about his current roles and how he manages to successfully juggle his time between them. Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Website: https://www.pereracrowther.com.au/ AFA Website: https://www.afa.asn.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 we start high-level as we discuss the evolving advice landscape, and how the difference between “thriving” or “surviving” is in the mental flexibility to see things with an entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.com/ Vince Scully Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ LifeSherpa Website: https://lifesherpa.com.au/ Nicola Beswick Senior Financial Adviser and Confidante at FMD Financial Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network Nicola Beswick Website: https://www.nicolabes

In this second instalment we take a deep dive into mindset with Adele Martin. Adele created "The Money Mentor”, which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.com/ 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/

Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Vince Scully Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ LifeSherpa Website: https://lifesherpa.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 we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset.  Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Nicola Beswick Senior Financial Adviser and Confidante at FMD Financial Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network Nicola Beswick Website: https://www.nicolabeswick.com/ 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 final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Greg Newman Head of Retail Distribution at HUB24 Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/ HUB24 Website: 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/

John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building a client focused service solution, and how it's changed over time. John Woodley LinkedIn: https://www.linkedin.com/in/john-woodley1/ Fitzpatrick Private Wealth Website: https://fitz.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 Monthly Monetary Policy, The US Federal Reserve meeting minutes, US Government Bond yields, and the market impacts of the Shanghai lockdown. This market highlight is proudly brought to 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/

Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. She and Jess chat about money coaching and how it can be used to enrich your client relationships. Catherine Belford LinkedIn: https://www.linkedin.com/in/catherinebelford/ Focused Wealth Website: https://focusedwealth.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, the growth strategies he's used, and how to add value on an ongoing basis. Matt Bazzica LinkedIn: https://www.linkedin.com/in/matthewbazzica/ Futurevest Website: https://futurevest.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 Federal pre-election budget, the Strategic Petroleum Reserve and the European Central Bank. This market highlight is proudly brought to 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/

Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness Meditation Teacher. She joins Jess to talk about dealing with stress, and what advisers can do to avoid burnout. Dr. Emily Amos LinkedIn: https://www.linkedin.com/in/dremilyamos/ Dr. Emily Amos Website: https://www.dremilyamos.com/ Mindful Me Course: https://www.dremilyamos.com/mindful-me mind.life.me podcast: https://podcasts.apple.com/au/podcast/mind-life-me/id1604311628 Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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 first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future.  To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedi

In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: htt

In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together.   To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geof

In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.l

In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' “memorable moments” and the Pub or BBQ test, as well as not applying “technology efficiencies” to “speed up” a bad client experience. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/ Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/ Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/ Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/ Geoff Ivanac Financial Planner at Real

Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client experience has grown and evolved over the years, and what has driven that growth. Will Hamilton LinkedIn: https://www.linkedin.com/in/willhamiltonhwm/ Hamilton Wealth Partners Website: https://www.hamiltonwealth.com.au/ Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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/