Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

You've heard the latest industry buzzwords popping up left, right and centre – disruption, innovation, Fintech. But what do that actually mean and more importantly, how do they relate and what benefit are they to financial advisers? Back from a recent expedition across the seas to the annual Fincon Conference and jumping on the opportunity to further understand the people and technologies that have changed the world in Silicon Valley, Pieta Diamantidis, Co-Founder of Caboodle Financial Services and aspiring 'bionic adviser' helps us to understand how far we've come since the first 'tech bubble', to what's happening (or not happening) in the industry now and where this ever-evolving digital space is headed. As this informative (and energetic) discussion coincides with the upcoming XY Adviser event 'Silicon Valley on Bridge Street'; Peita, Ray & Adrian delve down the rabbit hole of some interesting and thought provoking topics such as: Looking for ideas with applied innovation that can be effectively imple

Investing with your head and your heart. This sums up the work of Geoff Wilson and his team of investment fund managers at Wilson Asset Management (WAM). With over 37 years' experience in the investment market industry, Geoff Wilson pioneered Australia's first ever listed philanthropic wealth creation vehicles (Future Generation Investment Company & Future Generation Global Investment Company) and has crafted a philosophy that benefits shareholders and investors and uses this as a driver to give back to the community by donating a percentage of investment returns to Australian and International charities. Geoff brings the what's, the how's and the why's of philanthropic investing by exploring some key elements including: The major benefits offered to investors including access to top performing fund managers and the opportunity to be involved in the philanthropic process The best types of clients suited to this style of investing The benefits of investing in a system with increased job fulfilment, high f

"Having rubbish content is like trying to put lipstick on a pig" – Thea Cowie from 99Content Thea Cowie is the editor and content marketing guru from 99Content who understands the importance of using content marketing to make your business' brand really shine. In today's episode we explore all of the components that make up great content marketing and how you can implement these best practices to provide consistent, engaging and personalised content that will continually add value to your current and future clients and in turn, your bottom line. During this exciting and comical Q&A discussion, Thea gives us the low down on the following: How the Financial Services Industry has embraced content marketing Why having good quality content is critical for successful content marketing The do's and absolutely do not's of content marketing Free online programs to help amplify the quality of your images and visuals Traditional vs. Progressive advisers and how content marketing can benefit both How to outsource co

On this episode of XY Live, we will be discussing with Chris how to balance out all the competing priorities in your business, from business development to service innovation and getting the right people around you. As the current CEO of MyProsperity and ex CEO of Xero Chris will share the mistakes he's made and many of the things he's learnt at the business start up stage which are useful to financial advice practices. Note: there was some great value shared in this session, however, audio issues were experienced at times. Please use the fast forward function to skip through when low audio quality is experienced.

Interviews by Adrian Patty Michael Back, a specialist consultant to Financial Advice businesses, will be joining us to unpack how people can achieve more fulfillment in the workplace. We'll be running through how employees can find more passion in what they do and also what businesses can do to help them achieve this. Michael will share his personal story as well as the insights he's gleaned from working with some of the best advice businesses in Australia.

Interviews by Ray Jaramis So you're in your business and wondering how you can get better relationships with your clients and keep them around for longer whilst leveraging referral opportunities at the same time. Social proof in the digital age is huge and potential clients are googling more than ever to learn about the people they're considering doing work with. Join us with Ray McHale to discuss all things building a digital presence and what this means for your business now and into the future.

Interviews by Clayton Daniel. Join us on this exciting episode with Steve Crawford, Financial Coach & Adviser at Experience Wealth to discuss Cash Flow and a lot more. Watch it here.

On this special episode of XY Live, we had Simon O'Dell, Co-founder of Manner & Director of Eagle Insurance Brokers to talk about general insurance in your advice offering.

On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.

Interviews by Ray Jaramis Finding a personal loan with good terms can be challenging, which is why some borrowers consider peer-to-peer (P2P) lending. Crown Money Management is Australia's leading specialist in debt and money management and we are fortunate enough to have CEO Scott Parry join us to talk all things P2P lending solutions for his clients.

Interviews by Adrian Patty This week we had Muneesh Wadha, Founder of Humanity in Business, to share his story on how they have been inspiring leaders who are creating highly engaged and purposeful businesses. They have also talked about how can advisers get their clients.  

Interviews by Adrian Patty Sam Robinson and Josh Winsgrove will delve into why they made the call to set up a board and how the did it. We'll discuss the benefits the challenges and the way other advice practices can do it as well.

In this episode we had Adrian Patty talk to Gavin Glozier from Your Wealth Hub about some of the stats around financial wellness program. Learn more of the prospective client journey and how has it been designed. Listen to what technology was helpful and how it affected the bottom line.

In this episode of XY Live with Ben Nash, Adrian Patty, Phil Thompson and Naomi Christopher had a very informative Forum Chat with Dante De Gori, CEO of the Financial Planning Association of Australia (FPA). Listen here as they talked about Digital Advice and how it is changing the game. Learn about the role of the traditional adviser play in the future of advice and professional standards play out with technology. Join our community on Facebook! In the interest of making people comfortable to share in confidence we require everyone to complete a short survey and acknowledge the intent of the group: https://www.facebook.com/groups/XYAdviser

Interviews by Adrian Patty and Phil Thompson In this episode of XY Live, Christopher Bates of Wealthful has focused a lot on the property conversation with clients over the last few years. He has been a Financial Planner and Mortgage Broker based in Sydney and Melbourne. He will be sharing how he incorporates it into his advice offering, what the challenges have been and his hot tips for advisers wanting to expand their engagement and service in this space. He will be also be sharing how his conversations take place around helping clients understand when there's a conflict between their goals.

On this XY Live on Facebook Live session, we have Adrian Patty and Ben Nash to talk to David Boyer from Sequal CFO and the From the Trenches podcast. In 2014, he established Sequel CFO subsequent to seeing an excessive number of SME organizations neglect to increase financial control and perceivability from their internal accounting function. He'll be explaining how to engage for a profitable relationship with accountants, explore the challenges, find opportunities and share insights and tips on how to go about it.

Interviews by Phil Thompson and Clayton Daniel In this episode of XY Live on Facebook Live, we had Chris Hockey of Innovative Financial Solutions, who talked about how he was able to build a national advice firm from a one-man practice. Listen to his story.

Interviews by Ben Nash and Naomi Christopher In this episode of XY Live on Facebook Live, we have James Millard, Founder and Director of YOLO Financial Services, to share with you lessons , debunk a few myths, and provide guidance on starting a Financial Blog.

Interviews by Ray Jaramis and Phil Thompson Did you know you can offer financial advice for $30? NOD has facilitated over 2000 consumers questions to advisers with an average turn around time of 24 hours. Nod's mission is to create a platform where everyone on the planet can get on-demand access to help with financial decisions and questions about money from a network of trusted financial experts. NODs target market are young people – generally those under 35 – who do not currently have a financial adviser but are making big money decisions around things like buying a car or house, getting married, starting a family, or launching a business. Getting advice about money is as simple as: 1) Ask a question. 2) Pick an adviser. 3) Get a great answer. Founder Joel Robbie is interviewed this week to talk all things start up about how the platform came into being. Join us again next week. XY Live Episode 41 - Lessons learned from starting a financial blog and tips for setting one up on XY Adviser Facebook Live!

Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher   In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?