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XY Adviser

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XY Adviser - Driving the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

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XY Adviser - Driving the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

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Cover image of XY Adviser

XY Adviser

Updated 10 days ago

Read more

XY Adviser - Driving the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

Rank #1: #116 Ron Pratap

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As a new(ish) self-employed financial advisor, Ron Pratap (LinkedIn: /ronaldpratap) has discovered his keys to success include having a strong licensee relationship, spending plenty of time investing in education and taking on the role of president of the BNI Narellan chapter.

Ron opened the doors of RP Wealth Management (www.rpwealthmanagement.com.au) nearly two years ago and has put a lot of effort into growing his referral reach and online strategy organically. We asked Ron to swing by the studio and give us an update on how things are tracking in his business since jumping on one of our earliest XY Live episodes back in April 2017.

Here’s what you’ll learn:

2:30 - The target market Ron is focusing on at the moment

6:00 – How a typical RP Wealth Management review meeting starts

7:25 – What’s the metric you look at to measure performance in your business?

11:37 – How did you get started in your own business?

16:00 – At what point in the advice process do you ask clients to review you online, and how do you start that conversation?

24:00 – Being a coach vs being a technical advice specialist

35:28 - Why Ron loves helping younger advisers and his ‘pay it forward’ mentality

Show Notes:

RP Wealth Management - www.rpwealthmanagement.com.au

Ronald Pratap LinkedIn - www.linkedin.com/in/ronaldpratap

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Jan 24 2019
38 mins
Play

Rank #2: #123 Dean Mannix

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Are you an insurance adviser who will be affected if the removal of insurance commissions goes ahead? If the RC’s final report has given your confidence a hit, Dean Mannix (LinkedIn:/deanmannix) of SalesITV (https://www.deanmannix.com) is here to remind you of the valuable work you are doing and why he believes you should absolutely be remunerated accordingly.

This episode hits the proverbial ‘nail on the head’ on many topics, and there are so many incredible nuggets of information shared which relate directly to Advisers and how they can do their best work.

Dean Mannix is the undisputed expert when it comes to customer centric sales. He has taught sales in over 28 countries and to some of the smartest people in the world. Dean has also created two courses on the www.xyadviser.com training platform, and both expand on everything he talks about in this episode with Adrian.

Episode highlights:

5:26 – Why Dean supports insurance advisers being compensated via commissions for the hard work they do

9:46 – How can advisers better articulate their value when it comes to insurance?

17:36 – Six key reasons why Advisers don’t get referrals, and how to avoid them

20:41 – Why your clients should be part of your BDM team

35:09 – How advisers can set the expectation of their value to the client

36:36 - The importance of telling a compelling story to your target demographic

40:26 – How to get out of the trap of trying to serve all prospects, and only focus on the ones you can deliver the most value to

Show Notes:

The SalesROI Methodology Course - http://link.xyadviser.com/deanmannix-salesroi

Grow Your Pipeline With Referrals - http://link.xyadviser.com/deanmannix-referrals

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Mar 27 2019
45 mins
Play

Rank #3: #122 Amie Baker

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Which areas of the Financial Planning process do you really enjoy? What if you could eliminate the areas of Financial Planning you don’t like, and focus on the ones you enjoy most? Well, that’s exactly what Amie Baker (LinkedIn: /amie-baker-10975828) of Rekab Advice (https://www.rekabadvice.com.au) did.

Amie realised being her client’s active investment manager was not how she could provide the most value, so she made a conscious decision to outsource all areas of FP she doesn’t enjoy, to focus on what she does best - helping her client’s articulate what they want out of life and tailoring a financial plan to help them get there.

This is a great episode for anyone who wants an insight into what one successful adviser is doing in her business.

Episode highlights:

12:30 – How has your life experiences helped you as a Financial Advisor?

18:41 – The elements of Financial Planning Amie has outsourced and why

22:50 – What did you do to get better at behavioural finance?

27:48 – The scarcity mindset with money, and how to help your clients who have this

32:25 – Why Advisors need to get creative in changing the perception of advice to the average Australian

47:40 – As an Advisor, do you ever feel like there’s an end date to working with a client?

Show Notes:

Dare to Lead book by Brene Brown (amazing idea for Advisors) - http://link.xyadviser.com/brene-brown

Tribes book by Seth Godin (great for business and getting your confidence to influence and lead) - http://link.xyadviser.com/seth-godin

Nudge book by Cass Sunstein & Richard Thawler - http://link.xyadviser.com/cass-sunstein

Misbehaving book by Richard Thawler - http://link.xyadviser.com/richard-thawler

Thinking Fast And Slow book by Daniel Kahneman - http://link.xyadviser.com/daniel-kahneman

XY Adviser Online Training Platform - https://www.xyadviser.com

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https//www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Mar 20 2019
59 mins
Play

Rank #4: #3 Integrating Professional Coaching & Financial Advice with Cathryn Gross

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Interview with Cathryn Gross from Twelve Wealth and she spoke to us about how she is integrating professional coaching with financial advice. She took us through her journey of establishing an advice practice with a life coaching component. It was super interesting hearing how she offers to be a sounding board for more than just money matters to her clients. Tune in to get your hands on some valuable take-aways from her session.

Feb 14 2017
31 mins
Play

Rank #5: #115 Dr Carla Harris

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Dr. Carla Harris’ (LinkedIn: /drcarlaharris) professional career is nothing short of diverse. After completing her PhD in Environmental Science, she then pivoted into the Workplace Gender Equality Agency’s Research & Analytics division.

More recently, she completed her MBA and spent a lot of time looking at how to reduce the superannuation gap, which is so prevalent for many Australians.

Highlights from this episode:

5:20 – What is LongevityApp and how does it work?

9:30 – What Financial Advisors can do to help close the super gap

6:15 – Why consumers won’t think about their future if they have to make an immediate or lifestyle sacrifice now

14:17 - Why Advisors play a really important role in creating early engagement around super

17:36 - Is the statement ‘young people don’t care about super’ really true?

Show Notes:

Longevity App - www.mylongevityapp.com/

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Jan 17 2019
25 mins
Play

Rank #6: #2 Marketing Series - David Barbeler & Thea Cowie

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Most Financial Advisors know how to deliver amazing advice to their clients, but have absolutely no idea how to market themselves to new or existing clients.

There are however a select handful of Advisors who truly understand the power of content marketing and use this as a tool to engage and educate their client base while maximising every opportunity to attract new and sticky clients. So, which advisor are you? Or a better question might be, which kind advisor do you want to be?

David Barbeler (LinkedIn:/davidbarbeler) and Thea Cowie (LinkedIn:/theacowie) are the brains behind 99Content (www.99content.co), a white label content subscription service specifically for Financial Advisors and Mortgage Brokers. They’re helping Advisors deliver punchy and digestible content direct to their clients, leaving them more time to do what they do best - give great advice.

Here’s what you’ll learn in this episode:

8:15 – Why is content creation such a powerful form of marketing?

9:00 – How are you nailing the process of getting content in front of advisers’ clients?

18:14 – Easy things you can do to create content (when you’re not a writer)

27:40 – How do you go about deciding on the content? What are you seeing trending? 30:55 – It’s all about the hook! What is it? How do you draw your readers in?

46:18 – Your #1 tip for advisors to improve their content or get started

Show Notes:

99Content Two Month Free Trial for XY Advisers - www.99content.co

Trint Online Transcribing - www.trint.com

XY Adviser Online Training Platform - https://www.xyadviser.com

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.

They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.

Feb 13 2019
50 mins
Play

Rank #7: #113 Shaun Green

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After looking at the current state of the advice process, Shaun Green from Advice Revolution and Spark Partners found a huge inefficiency in the way information is transitioned from adviser to the back-office team.

As a result, he and his business partner Adrian Patty have built a solution to tackle this inefficiency. This piece of tech was never the end goal of their new business though, at least not to begin with. So how did they end up here? And where is the future of advice headed?

Highlights from this episode:

6:45 – How would you provide advice for $500?

11:28 – What’s hindering the process of automating data capture?

18:40 – Whether to get rid of grandfathered commission and the impact this would have on the industry

25:16 – The Advice Revolution journey and how it all began

29:47 – What do you think advice businesses struggle with the most?

48:29 – Why can’t we have a one page SOA?

Show Notes:

Advice Revolution - www.advicerevolution.com.au

Spark Partners - www.sparkpartners.com.au

Shaun Green - www.linkedin.com/in/shaungreen1/

XY Adviser Online Training Platform - www.xyadviser.com

General Disclaimer - www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

Jan 03 2019
55 mins
Play

Rank #8: #120 Paridhi Jain

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A question the Financial Advice industry has been asking for a long time is - how do we attract the 80% percent of people who do not seek advice?

To tackle this problem head on, Paridhi Jain (LinkedIn: /paridhi-jain) instead started asking - how can I educate people on money fundamentals and enable them to progress to a point in their life where they can afford to engage the services of a Financial Advisor? Enter Skilled Smart (https://skilledsmart.com.au).

Before Paridhi founded Skilled Smart, she spent a lot of time talking to both potential students and financial advisors to better understand their problems and how she might be able to bridge this gap in money education.

Through Skilled Smart, Paridhi has developed a six week program and partners with finance professionals to teach and help adults navigate their way around the ‘money game’.

In this episode you’ll learn:

4:30 - What inspired you to start Skilled Smart?

14:53 – What are the other options for those who can’t afford advice?

20:50 – The importance of dialling down financial jargon and taking it back to basics when educating clients

24:50 - Two techniques you can use to better understand your clients problems

42:28 – What is the most important thing to learn about money?

48:40 – Is your program white labelled?

XY Adviser Online Training Platform - https://www.xyadviser.com

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Feb 27 2019
52 mins
Play

Rank #9: #84 Steve Crawford on the Gap Between Mortgage Lending and Financial Planning

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Steve Crawford (@SteveCrawford78) is the owner and head financial coach of Experience Wealth (www.experiencewealth.com.au). He’s the opinionated show pony presenter (his words, not ours) on a mission to help young people and their families make meaningful connections with their money and build wealth.

Beyond the initial house renovation chat (7:15) is where you can hear what Steve has really been up to in the advice space. This episode explores why young people in Australia are saving less on average and what Steve is doing with his clients to address this, the current state of the lending market and how advisers can bridge this gap with clients, how businesses can position new services with their licensees and why Steve would love to see fee for service come in as an option for mortgage lending.

General Advice Disclaimer - http://www.xyadviser.com/disclaimer

This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction. 

They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.

This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.

Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.

Jun 07 2018
1 hour
Play

Rank #10: #121 Chris Ridd

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It seems most Financial Advisors are no longer of the mindset that Fintech is going to replace them, but rather complement them and their value proposition for clients.

So if this is the case, surely the question then has to be - how can Advisors leverage the power of Fintech in a post royal commission world?

Chris Ridd (LinkedIn: /chrisridd) has an impressive career history in tech. After working at Microsoft for 15 years, he then took on the role of CEO at Xero and led the growth of the company from a handful of employees to over 300. Now, he is part of the executive team at myprosperity (https://www.myprosperity.com.au) and believes the key for an advisor to not just exist, but to flourish in a post RC world, is to first help their clients feel like they’re in control.

In this episode you’ll learn:

4:22 – The three elements Chris looks for in a sound startup.

12:44 – What’s the key for an advisor to not just exist, but to flourish in the next 5- 10 years?

31:00 – How to be an effective leader and drive a great company culture

35:10 – Why leaders DON’T need to know everything, and the importance of authenticity

39:17 – What is the best thing advisors can do to grow their business?

41:24 – Are advisors using MyProsperity as a lead generation tool? If so, how?

XY Adviser Online Training Platform - https://www.xyadviser.com

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Mar 06 2019
45 mins
Play

Rank #11: #129 Rohit Bhargava

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In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear about the stressful and often volatile journey they undertook to get there.

Rohit Bhargava is the voice behind The Startup Playbook Podcast. He’s also seen both failure and success in his own business ventures.

In this episode, Adrian from XY and Rohit explore the many facets of startup life including tech, relationship building, the power of community and overcoming adversity – all of which can be attributed to life as an Adviser or as an Advice business owner.

Episode highlights:

8:20 – New ways of engaging your client base and prospects

11:40 – Some of the most interesting startup guests you’ve had on the show

19:20 – How adversity in business presents an opportunity

24:42 – The power of community when faced with adversity in business

27:53 – Relationship building versus transactional conversations

Show Notes:

Rohit Bhargava - https://www.rohitbhargava.co The Startup Playbook Podcast - https://www.startupplaybook.co Playbook Media - https://www.playbookmedia.com.au Youtube: https://www.youtube.com/channel/UCMaccqk-6dT9pBOKJ05GbYQ Twitter: @rohitbhargava7 IG: @rohit_bhargava

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM.

We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most.

Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management.

We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

May 09 2019
45 mins
Play

Rank #12: #128 Fraser Jack

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How are Financial Advisors articulating deep client conversations in their advice documents? What if we scoped advice on a client’s goals rather than advice related only to product categories?

These questions and a whole lot more are thoroughly discussed in this podcast with Fraser Jack, host of the Goals Based Advice Podcast.

Fraser explains the interesting power dynamic he believes exists between Advisor and client, and why Advice businesses are ultimately relationship businesses.

Episode highlights:

12:50 – How can tech help the advisor and consumer relationship?

14:49 – Scoped technology helping with Adviser productivity today

20:08 –The ability for clients to co-create their advice with the Advisor

26:14 – Articulating deep client conversations in an advice document

27:41 – Opinions and biases affecting client conversations

30:40 – Scoping advice on client goals instead of products

Show Notes:

Fraser Jack LinkedIn - https://www.linkedin.com/in/fraserjack123/

The Goals Based Advice Podcast - http://co.xyadviser.com/goalsbasedpodcast

Advice Intelligence - https://www.adviceintelligence.com

This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

May 02 2019
1 hour
Play

Rank #13: #127 Hayley Knight

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As Financial Advisors and paraplanners, how can we best capture a client’s lifestyle or intangible goals in a compliant SOA?

With over 10 years’ experience in Financial Services, Hayley Knight is the ideas woman and work life balance advocate behind Contract Paraplanning Services.

She’s a firm believer in the power of communication and relationship building when it comes to outsourced paraplanning and has plenty of great ideas to share in this chat with Adrian.

Episode highlights:

2:45 – Articulating clients' intangible goals in a compliant SOA

8:00 – Is there any correlation between more compliance and better advice?

11:45 – Using tech to evolve the traditional and stagnant SOA

27:10 – How Hayley is getting paraplanners more involved with Advisers and the associations

32:35 – The advice process which produces the best SOAs

Show Notes:

Hayley Knight LinkedIn https://www.linkedin.com/in/knighthayley/

Contract Paraplanning Services https://www.contractpps.com.au/

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Apr 25 2019
55 mins
Play

Rank #14: #126 Finn Kelly

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Micro-niching as a Financial Advisor; what is it and will it change Financial Services as we know it?

Finn Kelly of Wealth Enhancers and Clayton Daniel of XY Adviser discuss the power of behavioural coaching and why Finn strongly believes ‘lifestyle planning’ is no longer just optional, but should should be an essential part of an Advisor’s value proposition.

Wealth Enhancers are hosting their (possibly last) Coaching Academy in a few weeks (6-8 May in Sydney). There’s still time to register and learn how to become a great coach for the biggest demographic of people in the world:

Info: https://wealthenhancers.com/coaching-academy/ Tix: https://wealthenhancers.typeform.com/to/vJRIDU

Episode highlights:

5:00 – Behavioural coaching and being a lifestyle planner

7:00 – Micro-niching

11:30 – What kind of tech are you using now compared to 5 years ago?

16:45 – It’s less about being an Advisor, and more about being a brand

29:00 – How did you upskill in behavioural finance?

30:30 – The WECA academy; what is it, how to get tickets.

Show Notes:

Finn Kelly LinkedIn - https://www.linkedin.com/in/finnkelly1/ Wealth Enhancers - https://wealthenhancers.com/

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience.

They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Apr 18 2019
36 mins
Play

Rank #15: #7 Starting A Business From Scratch with Kath Cairns

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We had a chat with Kath Cairns about how she is growing her business and how she has done this starting from scratch. She has recently started advising clients and was a finalist in the 2015 AFA Rising Star award. All ears here as she will take us through how she went about building her client base from nothing and the engagement strategies she’s used to get there.

Feb 14 2017
46 mins
Play

Rank #16: #6 What Will The Industry Look Like in 3 Years with Brad Fox

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Feb 14 2017
47 mins
Play

Rank #17: #5 How To Run A Financial Advice Business Remotely with Dean Holmes

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Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advice firm from London and how we can all run a financial advice business remotely. Tune in to get more tips on how you may virtually handle your business with available tools onlilne.

Feb 14 2017
38 mins
Play

Rank #18: #4 Building A Personal Brand with Paul Gilbert

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Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your personal brand through content marketing. Dig in on some tips for advisers in how they can stand out from the crowd. The session ended up going overtime because the (virtual) room was brimming with questions for Paul and he did not disappoint when it came to providing valuable answers.

Feb 14 2017
40 mins
Play

Rank #19: #83 Andrew Rocks on Amazing Client Experiences and Employee Culture

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When a podcast starts with challenging the notion of what Financial Planning actually is, you know it’s going to be good. Our guest is Andrew ‘Rocksy’ Rocks (LinkedIn: /andrewrocks) and he’s the CEO and ‘healthiest employer’ from the Announcer Group (www.announcer.com.au); a boutique and bespoke financial services practice shaking up the status quo and traditional financial planning model like you wouldn’t believe.

This discussion between Andrew, Clayton and Adrian is definitely not short on humour, insight or wit. With over 20 years experience in the financial services game, Andrew knows more than a thing or two and explains why a one-size-fits-all communication process in your business won’t work with clients, what the leading indicator of the health of your business is and how to incorporate intergenerational meetings into your service offering.

If you’ve been asking how you can move away from the traditional (and dated) financial planning model and differentiate yourself in the market, this is the podcast for you.

Notes from this episode:

This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.

They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.

This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.

Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.

May 31 2018
56 mins
Play

Rank #20: #81 Dante De Gori on the Current and Future State of Advice

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“Second only to your health is your financial wellbeing. We [the driven and passionate advisers] have a big role to play to ensure the Australian public are looked after financially” – Dante De Gori

At a time when impugning comments about this industry we all love are being flung around left right and centre, Dante De Gori (@ddegori10)of the FPA (Financial Planning Association - www.fpa.com.au) believes this is also a great opportunity to start producing positive content that highlights the benefits consumers receive when they engage with an adviser and implement a financial plan.

This is a thought-provoking and informative podcast that is sure to spike your curiosity and get you thinking about the current and future state of the advice-giving process and how we price our services accordingly.

The highlight reel of this podcast includes a discussion around why the ongoing relationship piece with clients is continually changing, why we have to get better at nailing the intangibles of our service offerings, what we are doing to charge for advice and Dante’s take on what financial advice will look like in 5 years.

Any advisers who would like to contribute to the FPA's Money & Life Website (which includes a consumer audience of nearly 500,000 visits and 10,000 subscribers) is encouraged to contact the FPA marketing team at fpa@fpa.com.au.

You can also check out some other recent episodes here - www.xyadviser.com/podcast

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This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.

They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.

This podcast is also brought to you by Centuria (www.centuria.com.au), an ASX-listed specialist investment manager with $4.6 billion in funds under management. Through their Investment Bonds and listed and unlisted property funds, they’re genuinely enthusiastic about helping people achieve their financial goals and accumulate wealth.

Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.

May 17 2018
46 mins
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