Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients.  Episode Resources:  Wealthful Website - https://www.wealthful.com.au/ Chris Bates LinkedIn - https://www.linkedin.com/in/christopherbates/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the Investment Director at Kelly+Partners Private Wealth – to talk about doing partnerships with the more traditional partners in financial advice. Episode Resources: Kelly+Partners Private Wealth Website - https://kellypartners.com.au/ Shane Hay LinkedIn - https://www.linkedin.com/in/shane-hay-6a884250/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

If there was a person at the pointy end of what the Royal Commission has done to advisers, then Neil Macdonald the CEO of the AMP Financial Planning Association is that person. In today's episode, Clayton talks to Neil about how AMP arrived at their decision to cut the valuations of businesses across the AMP license, and about how the AMPFPA is now organising the class action suit to fight this decision in court. An important one for all financial services participants to listen to as we learn what advisers are doing to push back. Episode resources: Neil Macdonald’s Linkedin: https://www.linkedin.com/in/neilgmacdonald/ AMPFPA website: https://ampfpacommunity.force.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add

Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser. On today’s episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful content for them, creating services that offer autonomy for your clients, and determining which are ego-feeding projects and which ones are worthwhile. Episode Resources: Melissa Browne LinkedIn: https://www.linkedin.com/in/melissa-browne-5262b020/ Melissa Browne website: https://www.melissabrowne.com.au/ A&TA website: https://www.byata.com.au/ The Money Barre website: https://www.themoneybarre.com.au/ (43:10) Fathom website - https://www.fathomhq.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/   This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with

On today’s episode, we’re starting the conversation on how to nail the profit phase of an awesome advice business. We’ve brought in the unapologetic financial-advisor-turned-podcast-master Glen James to share his story on how he stumbled upon the podcast industry, strategies for growing a successful podcast/business, commitments to your goals, and positioning your business for profit while providing great value to your target market. Episode resources: Glen James LinkedIn: https://www.linkedin.com/in/glenjames/ Sort Your Money Out website: https://www.sortyourmoneyout.com Online course: https://www.sortyourmoneyout.com/online-course General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ invest

Today, we’ve got Clayton with business-coach-turned-businessman, David Carney--- CEO of Virtual Business Partners, a back-office solutions company for financial planning firms in Australia.   Listen on as David defines success, demystifies the pros and cons of outsourcing, how to create and maintain an effective, thriving culture-based business, keeping up with compliance and more!   Episode resources: David Carney LinkedIn - https://www.linkedin.com/in/davidcarneyvbp/ Virtual Business Partners website: https://virtualbusinesspartners.com.au/ (49:30) Careers and Culture Page: https://careers.virtualbusinesspartners.com.au/   General Disclaimer – https://www.xyadviser.com/disclaimer/   This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.

"Your team should be better than you" is just one of the wise words from the legendary Centaur--- Hugh Robertson, managing director of Centaur Financial Services. Listen in for his note-worthy advice on increasing work-efficiency, capturing data on the first meeting, looking not only for the right client but the right talent as well and other golden nuggets. Episode resources: Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp Hugh Robertson website: http://www.hughrobertson.com.au/ Centaur Financial Services website: https://centaurfinancial.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments. We’re proud to partner with FE Analytics who supports the

In today’s episode, Ben is with Dean Holmes - co-founder and director of Absolute Wealth Advisors AKA the “Efficiency Guru”. Listen in as they talk about acquiring the ideal clients, buying and selling businesses, setting priorities and outsourcing to increase efficiency and ultimately scale your business. Episode resources: Dean Holmes LinkedIn - https://www.linkedin.com/in/mrdeanholmes Absolute Wealth Advisors website - http://www.absolutewealthadvisors.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Daniel Brown is the CEO of Newcastle Financial Planning Group who has increased his inbound requests for new client meetings by 400% in the last 12 months alone. How did he do it? Listen on as Daniel explains the importance of marketing and its positive impact on your business if done right, his five-step meeting process and how he is helping his team members find their niche to help the business.   Episode resources: Daniel Brown LinkedIn - https://www.linkedin.com/in/daniel-brown-fe/ Newcastle Financial Planning Group website: https://www.newcastlefinancialgroup.com.au/   General Disclaimer – https://www.xyadviser.com/disclaimer/   This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments. We’re proud to partner with FE Analytics who suppor

It’s time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business. Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his team achieve excellent results. Episode resources: Corey Wastle LinkedIn - https://www.linkedin.com/in/coreywastle/ Verse website: https://www.versewealth.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients investments. We’re proud to partner with FE Analytics who supports the XY Community dri

On this episode, Ben Nash sits down with Mark Nagle - the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.   Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client experience more enjoyable while reducing friction.   Episode resources: Mark Nagle’s LinkedIn - https://www.linkedin.com/in/mark-nagle/ Treysta Wealth - https://www.treystawealth.com.au/   General Disclaimer – https://www.xyadviser.com/disclaimer/   This podcast is brought to you by FE Analytics, a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.   We’re proud to partner with FE Analytics who supports the XY Community drivin

On today’s episode, Ben chats to Brett Evans - expert Adviser to Aussie Expats - all the way from Dubai (AKA the Sandpit) on building his company Atlas Wealth Management and how he’s streamlining his processes and efficiencies to scale up and service the increasing demand for expat advice. Episode resources: Brett Evans’ LinkedIn - https://www.linkedin.com/in/brettaevans22/ Atlas Wealth Management website - https://atlaswealth.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Today’s episode is the last in the PLAN part of this series, with Ben chatting to Vince Scully - founder and chief Sherpa of Life Sherpa - who’s been in and around the industry for over three decades. Vince explains what went into the planning phase of his company and how he grew it to the success it is now. Episode resources: Vince Scully LinkedIn - https://www.linkedin.com/in/vincescully/ Life Sherpa website - https://lifesherpa.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

We’re interrupting our Plan, Product, Profit series to bring you a special one off episode which is less about how to become an awesome adviser and more about - potentially - one of the biggest stories in Financial Advice right now. We’re talking about Terry McMaster and the collapse of Dover. Here’s just some of the questions Clayton has for Terry: 7:10 - Why are you so controversial, even as an individual, in Financial Services? 11:32 - Why do you think Dover was high on ASIC’s radar? 22:20 - What led to you being called to the stand at the Royal Commission? 38:00 - Why did Dover pick up the tagline ‘the licensee of last resort’ and what is your response to this? General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australi

On today’s episode, Ben chats with Rachel O’Connor – Adviser and mum to two young boys who started her own advice business Flourix Wealth just three months ago. So how does Rachel juggle two toddlers and a brand-new business and what were the non-negotiables she decided on before taking the leap into self-employed life? Episode Resources: Rachel O’Connor LinkedIn - https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Website - https://flourix.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

On today’s episode, we’re continuing the conversation on how to nail the planning phase of an awesome advice business. We’ve brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following: -What do you charge for your initial meeting? -What does your ideal client look like? -How you transitioned from the corporate world into being a self-employed adviser -How did you approach the planning phase of your business? -plus plenty more… Episode Resources: James Millard LinkedIn - https://www.linkedin.com/in/jamesmillard1/ Sufficient Fundz Blog - http://www.sufficientfundz.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with

What makes a great financial advice offering and how do you build a thriving business? We’ve distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P’s: Plan, Product, Profit. In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business. Episode Resources: Peak Wealth Management - https://www.peakwm.com.au/ Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner wi

The team at XY have spent a lot of time thinking about what makes a great financial advice offering and business. We distilled it down to the three key elements you need to get right to have any level of success. We call it the three P’s: Plan, Product, Profit. For the next 15 episodes, Ben Nash of XY is taking over. He’s been spending time with a bunch of advisers who are happy to share their journey of building an awesome advice business. We’re kicking things off with the one and only Fox & Hare Financial, a modern advice business and proposition built from scratch by Glen Hare and Jess Brady. Take it away Ben… Episode Resources: Fox & Hare Website - https://foxandharewealth.com/ Fox & Hare Facebook Page - https://www.facebook.com/foxandharefinancialadvice/ Glen Hare LinkedIn - https://www.linkedin.com/in/glen-hareadviser/ Jess Brady LinkedIn - https://www.linkedin.com/in/jessica-brady-21165812/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual

In today’s episode, Adrian from XY sits down with the bright and bubbly Jenny Pearse (@jennypearse1) – marketing extraordinaire helping Financial Advisers build raving fans, who then become their business ambassadors. Jenny says Advisers need to stop getting distracted by the latest, but not-always-greatest marketing tool and instead focus on understanding their clients better than anyone else, so they can effectively communicate with them through the right marketing channels. Episode highlights: 3:15 – The risk of getting distracted by shiny marketing 5:37 – Why would your niche only want to work with you? 19:10 – The challenges you’re seeing in how Advisers communicate with the public 22:45 – Why the reward of changing lives trumps the barrier to entry as an Adviser 29:25 – Do you have a mentor? The power of mentors and tribes (just like XY) Show Notes: Jenny Pearse LinkedIn - https://www.linkedin.com/in/jennypearse/ Jenesis - http://www.jenesis.net.au/ Jenny Pearse Twitter - @jennypearse1 General Disclaime

Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients? Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire. She’s so passionate about helping Advisers use Estate Planning to entrench themselves as their client’s trusted advisor and grow their businesses, she’s created an entire blueprint course called ‘The Art of Estate Planning’ on the XY online training platform (https://co.xyadviser.com/taralucke). Episode highlights: 7:00 – Is Estate Planning for lawyers, Advisors or both? 12:50 – Why aren’t Advisers getting involved in the EP process? 14:27 – Becoming your client’s trusted advisor 21:20 – The four fundamentals of Estate Planning 26:07 – How to subtlety position Estate Planning in client conversations 32:28 – Let’s talk Testamentary Trusts! Show Notes: