Ensombl Advice Australia

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 fund manager retention and positive brand awareness The abilities of top tier fund managers to pinpoint undervalued assets and investment mispricing opportunities to generate significant returns for shareholders and in turn charities The benefits of having a scalable business model that produces positive philanthropic returns The benefits of a Listed Investment Company (LIC) as opposed to other trusts Geoff believes that as we move up the Maslow hierarchy of needs, there comes a time when we should ask ourselves how we can give back to the community we operate in. "We all have a responsibility and a right to give back, and we are simply providing the funnel or the structure for this to happen" – Geoff Wilson. You're going to love this one!

"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 content creation when you are not a natural writer (it's really easy!) How injecting your personality into your content is going to make you stand out from the crowd Guest posting, the best types of content to create and how much time you should spend creating it… …and much more! There's a piece of content on the internet for just about every topic. How are you going to ensure you position yourself as an expert in your industry and provide clients with quality, value added content to best help them through their financial journey? Enjoy!

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.