Ensombl Advice Australia

Vince Scully (LinkedIn:/vincescully) is the Financial Adviser, Author and Chief Sherpa at LifeSherpa (www.lifesherpa.com.au) who, with the use of just one personality profile, can instantly understand the psychological traits of his clients and is able to translate their life goals into financial goals while managing their emotional journey along the way. How does Vince successfully use lead generation tactics? What are the conversion rates really like? And what led him to start a business targeting the 80% of Australians who do not seek financial advice? Clayton and Adrian drill down on all of this with Vince and much, much more... Support us on Patreon - https://www.patreon.com/xyadviser Join XY Adviser - https://www.xyadviser.com General Disclaimer - https://www.xyadviser.com/disclaimer/ If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around, which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser. If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

After stepping out of the Military and falling into insurance sales by accident, Ryan King (LinkedIn:/ryan-king-announcer/) of the Announcer Group (www.announcer.com.au) is an energetic and passionate financial adviser now making some serious waves in the industry. In this comical and down to earth discussion with Clayton and Ray of XY Adviser, Ryan opens up about his transition into Financial Services, how a research paper shaped his niche clientele, why understanding behavioural psychology is important for effective client communication and what it means to be a great adviser. With plenty of insights and practical takeaways, there’s sure to be something in this discussion today that you can implement in your business tomorrow.  Support us on Patreon - https://www.patreon.com/xyadviser Join XY Adviser - 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.

If you’re interested in getting Paul Mann’s accurate crystal ball reading on where the financial advice industry is headed… unfortunately, you won't get that here. What you will get instead is, an at times heated and opinion fuelled discussion between Paul, Clayton and Adrian on just about every topic in financial services that has Paul asking why this industry is so convoluted? If FASEA, the Royal Commission, dealer groups, self-licensing, corporate superannuation, the Productivity Commission, fee for service or insurance has ever been even just a blip on your financial radar, schedule an hour in your calendar and give this episode your full and undivided attention. Paul Mann is the principal and adviser of True Direction Financial and an innovator and thought leader in Financial Services. You can connect with him via LinkedIn (/paul-mann) or through his website www.truedirection.com.au.   Support us on Patreon - https://www.patreon.com/xyadviser Join XY Adviser - 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.

You’ve heard the term ‘holistic advice’, but what does it actually mean and how do you shift yours or your boss’ way of thinking to adopt this more modern approach to financial advice? Andrew Shakespeare (@ajshakey82) of The JSA Group (www.jsagroup.com.au), and 2010’s AFA Rising Star Award Winner leads a team of financial professionals who are consistently looking beyond client’s investment returns and super balances to develop strategies that are far more meaningful and valuable to their client’s wealth and wellbeing. In this short and sweet episode with Ben and Clayton, Andrew explains why he rarely starts with traditional financial planning concepts in the first meeting, how he prices initial and ongoing advice, how to attract organic referrals and why it’s conversations like this one that are important ones to be having in light of the Royal Commission and the future state of financial advice.   Support us on Patreon - https://www.patreon.com/xyadviser   Join XY Adviser - https://www.xyadviser.com Facebook Group - https://facebook.com/groups/XYAdviser 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.

Advisers don’t start a financial planning business purely to take on and manage employees. But growth often requires more people, so how do you master the hiring, managing and firing of staff within your business? Enter Natasha Hawker (@NatashaHawker) of Employee Matters (https://www.employeematters.com.au/) The proof that Natasha is a HR guru is seen in the sheer number of topics she covers in this in-depth discussion with Clayton, Ben and special guest host Dean Holmes. The fact that she’s hired, managed and fired over 15,000 people in her career is another indication of her expert status when it comes to attracting the best staff and maintaining employee longevity.  Natasha explains why there’s been a shift in the hiring market, how to nail the interview process and hire great talent, how to set new employees up for success, legal responsibilities that employers may not even be aware of and much, MUCH more.   Show Notes: Winning the War on Talent Ebook - http://bit.ly/xypodcast87-1 Employee Metrics Mini Survey - http://bit.ly/xypodcast87-2   Support us on Patreon - https://www.patreon.com/xyadviser Join XY Adviser - https://www.xyadviser.com Facebook Group - https://facebook.com/groups/XYAdviser 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.

Whoever said you can’t rule from the grave, never met Vik Sundar (LinkedIn:/viksundar) of Chamberlains Law Firm (www.chamberlains.com.au) – the country’s fastest growing legal firm in Australia. Vik is Canberra’s leading Tax and Estate Planning lawyer who works closely with Financial Advisers to ensure their client's assets, estates, businesses and families are protected when they’re gone and while honouring their wishes. With a special guest appearance from Shaun Green (LinkedIn:/shaungreen1) of Spark Partners (www.sparkpartners.com.au); Vik explains how he successfully integrates the estate planning process with advisers and their clients, what his one piece of advice is for young advisers looking at buying into a business and whether robo advice is changing the Financial Planning and legal space… yet.   Support us on Patreon - https://www.patreon.com/xyadviser   Join XY Adviser - https://www.xyadviser.com   Facebook Group - https://facebook.com/groups/XYAdviser   General Disclaimer - https://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 episode is what XY Adviser is all about. Shaking up the financial status quo. Doing things differently. Ever heard of dreams driven advice? What about speaking with purpose? It’s these out of the box topics and more that Peita Diamantidis (@peitad) of Caboodle Financial Services (www.caboodlefs.com.au/) has been exploring and is keen as ever to share with the XY Adviser community.  Known as a speaker, author and financial adviser and loved for being a geek hybrid and wish activist; Peita dives into why storytelling is a powerful sales strategy, how to nail a presentation when you’re not a natural speaker and how to incorporate dreams driven advice into your service offering (and what it actually is). This quite simply, is a podcast for modern advisers. If you’re an adviser looking to build on your speaking and presenting skills, you can reach out to Peita direct through any of her socials with the handle /peitad. 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.

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.

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: Excite Safety First Aid Courses (excitesafety.com.au/first-aid-courses/) Episode Disclaimer (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.

In this week’s episode, Ben Nash’s ‘let’s have at it’ approach with Philip Kewin (CEO) (@afa_ceo) and Marc Bineham (National President) (@afa_pres) of the AFA (www.afa.com.au) explores some of the most discussed and debated topics within the XY community and the advice profession as a whole. We’re talking vertical integration, fee for no service, grandfathering, FASEA and the Royal Commission itself. Philip and Marc do a great job of sharing their insights and providing a ‘big picture’ overview regarding the cost of advice and how we can leverage technology to work towards a more sustainable advice profession [for all involved]. If you have concerns or questions on any of the topics mentioned above, you can contact the AFA directly with any and all feedback by heading to their contact page. (www.afa.asn.au/contact-us)  To sink your teeth (but more so your ears) into some other great XY episodes, head on over to www.xyadviser.com/podcast   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.