Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

This week we cover US Federal Chair Jerome Powell, US Manufacturing PMIs, Telix pharmaceutical and Uniti Group. 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/

Trish is a Financial Planner at Fox & Hare Wealth and host of the MilSpouse Money podcast. She and Jess discuss parental leave policy, and how the advice industry could change to better support expecting advisers.  Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Fox & Hare Wealth Website: https://foxandharewealth.com/ MilSpouse Money Podcast: https://podcasts.apple.com/au/podcast/milspouse-money/id1542016079 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/

Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building a motivated, success-driven team for your practice. Michael Back XY: https://www1.xyadviser.com/members/2243422 Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/ Human to Human Website: https://humantohuman.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/

This week we cover the FOMC, the continuing impacts of the Russian invasion of Ukraine, Chinese equity markets and Australian Employment Data. 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/

Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and how to use great copy to help create better businesses and better lives. Lucinda Starr LinkedIn: https://www.linkedin.com/in/lucindastarr/ Starr Studio Website: https://www.starrstudio.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/

In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing them with your clients. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedi

In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.

In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conex

In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where we should stop. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/ David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-be

In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients. To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/ Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/ Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.litt

Andrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast after three years to discuss how his service solution has evolved since starting his business, and the lessons he's learned along the way. Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/ Peak Wealth Management Website: https://peakwm.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/

This week we cover the continuing impacts of the Russian invasion of Ukraine, US Inflation, RBA's views on Australian employment and inflation, Aristocrat Leisure, AGL Energy and Tsingshan. 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/

Moo is the Director of Primary Prevention at Women's & Girls'​ Emergency Centre (WAGEC) and a strategic advisor on the development of Next Chapter, Commbank's financial abuse program. She and Jess discuss the red flags of financial abuse, and what advisers can do to help when they spot these red flags.  LinkedIn: https://www.linkedin.com/in/moobaulch/ WAGEC Website: https://www.wagec.org.au/ Commbank Next Chapter: https://www.commbank.com.au/support/next-chapter.html FW Podcast: https://futurewomen.com/theresnoplacelikehome/ Deloitte Report: https://www.commbank.com.au/articles/newsroom/2022/02/next-chapter-commitment.html 1800 RESPECT: https://www.1800respect.org.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/

Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of his business and client service solution, and what he's doing to further drive efficiency. Shaun Hunt LinkedIn: https://www.linkedin.com/in/shaunhunt1/ Hunt Wealth Website: https://huntwealth.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/  

This week we cover the continuing impact of the Russian invasion of Ukraine, US non-farm payrolls, US ISM services data, and RBA's monthly monetary policy decision. 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/

Fraser is XY Adviser's own Head of Media and Podcast Host. He catches up with Jess to pass the podcasting baton, and to discuss some of the exciting projects he's working on in 2022 and beyond. Fraser Jack XY: https://www1.xyadviser.com/members/2401465 Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ 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, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). They introduce the four success drivers of winning advice firms, and dive deep into the first two of those success drivers. You’ll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise. Delivering on your client promise: 5 steps to success - https://www.macquarie.com.au/client-experience Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/ Macquarie Website: https://www.macquarie.com.au/advisers Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Macquarie Disclaimer: https://www.xyadviser.com/macquarie_disclaimer General Disclaimer – https://www.xyadviser.com/disclaimer/

Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben discuss the lessons he's learned around building a great performing team through preempting and avoiding systems and processes that bog down practices. Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/ Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/ Vinarc Website: https://www.vinarc.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/

This week we cover the market impacts of the Russian invasion of the Ukraine, including the impact on natural gas, crude oil and gold prices. 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/

Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key observations as to what's currently working in the financial advice industry as a whole, and where practices are headed in the future. Tim Farr LinkedIn: https://www.linkedin.com/in/farrtim/ Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/ This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon. 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/