Ensombl Advice Australia

Ensombl
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Jul 31, 2017 • 45min

#41 Tips and Tricks on Starting a Financial Blog with James Millard

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.
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Jul 24, 2017 • 44min

#40 Mini Advice: Q&A Structure For Nominal Cost with Joel Robbie

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!
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Jul 24, 2017 • 1h 1min

#39 Is a Degree a High Enough Benchmark with Nick Hakes

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?
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Jul 9, 2017 • 53min

#38 How To Drive Efficiencies in Your Advice with Steve Neilson

Interviews by Ben Nash and Adrian Patty This week we have Steve Nielsen talking 'How to drive efficiencies in your advice'. Steve will be sharing his tips and the process he used to scale his business and streamline his advice processes.
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Jun 30, 2017 • 49min

#37 How To Effectively Use Video in Your Advice Business with Chris McHardy

Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.
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Jun 28, 2017 • 42min

#36 Be Your Boss's Succession Plan with Dylan Martin

Interviews by Ben Nash and Clayton Daniel In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.
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Jun 21, 2017 • 44min

#35 Cut the BS from Your Business's To-Do List with MJ Fitzpatrick

XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.
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Jun 21, 2017 • 51min

#34 How to Build a Business From Client Referrals with Brian Kennaugh

Interviews by Ben Nash and Ray Jaramis Brian Kennaugh has been involved in Financial Services for over 30 years and credits much of the growth of his business to client referrals. In this session we're going to dive deep into the process of how Brian has been able to get over 78% of his clients to refer others to Brian's advice practice and what you need to know to implement a referral framework in your business.
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Jun 7, 2017 • 60min

#33 How We Can Make Advice Better with Ben Marshan

Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession and make a bigger difference to the lives of our clients.
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Jun 7, 2017 • 45min

#32 Setting Up Referral Relationships with Corey Wastle

Interviews by Phil Thompson and Adrian Patty Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business

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