Ensombl Advice Australia

Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, and how we can create robust marketing plans moving forward. Creina Lister LinkedIn: https://www.linkedin.com/in/creina-lister-607a8256/ Hewison Private Wealth Website: https://www.hewison.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an adviser, how to build long-term team relationships, and his solution to approaching mortgage broking with clients without being distracting. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Financial Website: https://risingtidefinancial.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the Australian inflation print, the US Personal Consumption Expenditure index, the US ISM manufacturing PMI, Domino's Pizza, Collins Food, Smartpay, Fisher and Paykel Healthcare, and Gentrack. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into the Think Caddie platform and explore how advice practices can utilise it to manage team compliance and training. Think Caddie Website: https://www.thinkcaddie.com Sasha Lincoln LinkedIn: https://www.linkedin.com/in/sasha-lincoln-bb069b43/    Curiosity Corner (Be Connected) website: https://beconnected.esafety.gov.au/   Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can practically cultivate great leadership skills, and how we can become better leaders in the year ahead. Tamar Balkin LinkedIn: https://www.linkedin.com/in/tamarbalkin/ Balkin Coaching Website: https://www.balkincoaching.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss his take on the rise of technology in advice, and how the term “financial literacy” can create shame around money. Vince Scully XY: https://www1.xyadviser.com/members/2272378 Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ Life Sherpa Website: https://lifesherpa.com.au/ Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the Reserve Bank of New Zealand, the US Federal Open Market Committee November minutes, Qantas, Virgin Money, Life360 and Polonovo. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo app, and how practices can utilise it to nurture clients towards making well-informed financial decisions. Otivo Website: https://www.otivo.com/ Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031   Curiosity Corner (Book like a Boss) website: https://www.booklikeaboss.com/  Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using your personal brand to create authenticity in your business and with your online presence. Carlii Lyon LinkedIn: https://www.linkedin.com/in/carliilyon/ Carlii Lyon Website: https://carliilyon.com.au/ Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning at Yield Advisory. This time, she joins Ben to chat about how the business has developed, and the importance of being adaptable and open to change. Morgan Hayward XY: https://www1.xyadviser.com/members/2853291 Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/ Yield Advisory Website: https://yieldadvisory.com.au/ Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/