Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode we go "under the hood" and discuss integrations. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/ Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/ Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://

In this episode we discuss the issue of compliance when dealing with software. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/ Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/ Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower Link

In this final installment we cover the change management process of implementing new technology into an advice practice. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/ Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/ Ivon Gower Director of Financial Planning Produ

Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal. Ross Marais XY: https://www1.xyadviser.com/members/2501499 More Time Financial Website: https://www.moretimefinancial.com.au/ Ross Marais Website: https://www.rossmarais.com/ More Than Money Podcast: https://www.rossmarais.com/podcast This episode is proudly sponsored by HUB24. 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/

Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions. 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/

Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform. Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/ MBS Website: https://marketingbrandingsales.com/ My Money Sorted Website: https://mymoneysorted.com.au/ This episode is proudly sponsored by HUB24. 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/

Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base. Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/ The Limelight Department: https://www.linkedin.com/company/the-limelight-department/ This episode is proudly sponsored by HUB24. 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/

Today we cover the shock resignation of NSW’s Premier, Global energy shortages, Optus, and the US debt ceiling. 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/

Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today. Rob Skinner XY: https://www1.xyadviser.com/members/8366992 Fortum Private Wealth Website: https://fortnum.com.au/ This episode is proudly sponsored by HUB24. 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/

Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice". Michael Miller XY: https://www1.xyadviser.com/members/2456122 Wealth Market Website: www.wealthmarket.com Michael Miller Website: https://www.michaelmiller.help/ Zoe Miller Award: https://zoemiller.info/ This episode is proudly sponsored by HUB24. 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/

Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga. 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/

Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast. Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/ Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/ Financial Secrets Revealed Book: https://amandacassar.com.au/my-book/ This episode is proudly sponsored by HUB24. 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/

Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula". Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/au Value of an Advisor Study: https://russellinvestments.com/us/resources/financial-professionals/value-of-advisor This episode is proudly sponsored by HUB24. 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/

Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day. 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/

In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small? Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/ Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/ Paul Garner Senior Financial Adviser at Novo Wealth and Boa

In this episode we dive deeper into what’s underneath E, S and G and how clients can prioritise what’s important to them. Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/ Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/ Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY:

Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger. 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/

In this episode we talk all about the "50 Shades of Green". Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/ Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/ Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY: https://www1.xyadviser.com/members/2987399 Novo Wealth Website

In this episode we discuss if there's “actually” a need for ESG investing, and why it's a thing in the first place. Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au Philip Moffitt Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/ Beckon Capital Website: https://beckon.capital/ Aware Super Website: https://aware.com.au/ Elizabeth Hatton Director at Viva Finanical Planning Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/ Viva Financial Planning Website: https://www.vivafp.com.au/ Paul Garner Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative Paul Garner XY: https:

Today we cover the US Non farm payrolls data, Australian Housing Prices and GDP, the EPRA NAREIT index, US PPI data, the RBA monthly meeting and vaccine rates in Australia. 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/