Ensombl Advice Australia

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?

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.