Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given. Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/ Wired Planning Website: https://www.wiredplanning.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to chat about value, best practices, client experience and community. Danni Visser XY: https://www1.xyadviser.com/members/4086773 Danni Visser LinkedIn: https://www.linkedin.com/in/danni-visser-42674182/ Emily Blanch XY: https://www1.xyadviser.com/members/2191186 Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast to talk about starting TWN Partners, which helps financial advisers start independent financial advice businesses. Dean Holmes XY: https://www1.xyadviser.com/members/2231807 TWN Partners Website: https://www.twn.partners/ The Wealth Network Website: https://www.wealthnetwork.net.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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 the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of the XY Adviser Ethics Committee. He discusses founding the XY Ethics Committee, and how they assist advisers with the ethical dilemmas they face. Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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 Founder of Adviser Accelerator. He and Fraser discuss Online Marketing for Advisers and how to build, launch and scale your business using LinkedIn. Paul Thompson LinkedIn: https://www.linkedin.com/in/paulthompson1/ Adivers Accelerator Website: https://adviseraccelerator.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

David is the Founder and CEO at My Longevity Pty Limited. He chats with Fraser about the importance of longevity to financial advice and explains the "SHAPE Analyser", which covers the key elements to shaping your successful ageing. David Williams LinkedIn: https://www.linkedin.com/in/david-williams-94b5084b/?originalSubdomain=au My Longevity Website: https://mylongevity.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She talks about helping retiree-age clients transition smoothly into retirement, and making meaningful changes to their retirement. Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/?originalSubdomain=au Full Time Lives Website: https://fulltimelives.com/ Brainmates Website: https://brainmates.com.au/ Full Time Living Innovation Canvas: https://fulltimelives.com/innovation-canvas Whitepaper: 5 tips to igniting your retirement services: https://fulltimelives.com/whitepaper This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who weighs in on the issues discussed throughout the series. Jeremy Cooper LinkedIn: https://www.linkedin.com/in/jeremy-cooper-27b62216/ Challenger Website: https://www.challenger.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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 owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, he explains what his experiences are with their ever-changing mindset toward retirement. Richard McErlean LinkedIn: https://www.linkedin.com/in/richard-mcerlean-01815217/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Rachel is the Principal at Aged Care Gurus and Co Author of "Aged Care, Who Cares?" She chats with Fraser about the present state of the Aged Care industry, how it’s not sustainable in its current iteration, and the results and developments of the Aged Care Royal Commission. Rachel Lane LinkedIn: https://www.linkedin.com/in/rachel-lane-2b58b331/ Aged Care Gurus Website: https://agedcaregurus.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation entering retirement, and the potential for a “Baby Bust”. Philip Smith LinkedIn: https://www.linkedin.com/in/psmithhunterfinancial/?originalSubdomain=au Hunter Financial Website: https://www.hunterfinancial.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers and their clients. Sheena talks about the services AdviceLink provides, the main being to navigate Centrelink’s complex systems and processes, finding out what payments clients are entitled to, as well as avoiding overpayment and the potential for “Robodebt”. Sheena Stow-Smith XY: https://www1.xyadviser.com/members/4266566 AdviceLink Website: https://www.advicelinkservices.com/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Noel is one of Australia's most successful authors and one of the world’s foremost authorities on personal finance. He and Fraser initially discuss the changing retirement system as a result of the retirement income review and the Aged Care Royal Commission. Noel Whittaker LinkedIn: https://www.linkedin.com/in/noel-whittaker-a572221/ Noel Whittaker Website: https://www.noelwhittaker.com.au/about/about-noel/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser about clients entering the pre-retirement space for the first time, and the trigger events that can lead them there. Nicola Beswick XY: https://www1.xyadviser.com/members/4491332 Nicola Beswick Website: https://www.nicolabeswick.com/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from "The Best Possible Retirement" Research, exploring the satisfaction people feel in retirement and what's driving it. Jason Andriessen LinkedIn: linkedin.com/in/jasonandriessen CoreData Website: https://www.coredata.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au/.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/

Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees’ transition into retirement through changing their mindset. Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/ Prosperity Planning Website: https://prosperityplanning.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series by discussing his tips for helping clients transistion smoothly into retirement. Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Financial Edge Group Website: https://www.financialedgegroup.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.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/

To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They reflect on the series as a whole and discuss their goal to provide sustainable bionic advice - which successfully merges both digital and face-to-face advice. Jason Nyilas LinkedIn: https://www.linkedin.com/in/jasonnyilas/ Con Koromilas LinkedIn: https://www.linkedin.com/in/con-koromilas-4b3228a Aberdeen Standard Investments Website: https://www.aberdeenstandard.com/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia 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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information onl

Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice. Hayley Knight XY: https://www1.xyadviser.com/members/2845489 Contract Paraplanning Services Website: https://www.contractpps.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia 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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular object

James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients. James Wortley XY: https://www1.xyadviser.com/members/2809319 EFS Mackay Website: http://efsmackay.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia 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 podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the r