Ensombl Advice Australia

Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how she was crowned 2022 AFA Financial Adviser of the Year, and what she's doing in her practice to stand out. Felicity Cooper LinkedIn: https://www.linkedin.com/in/goldcoastfelicitycooper/ Cooper Wealth Management Website: https://www.cooperwealthmanagement.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/

Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and Fraser discuss all things client experience, from growing your business and future technology concepts. Stewart Bell LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/ Audere Website: https://audere.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/

Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights and experiences with delivering a great client experience. Kim Payne LinkedIn: https://www.linkedin.com/in/kimpayne9rok/ 9rok Consulting Website: https://9rok.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/

Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience enthusiast, and in this installment he and Fraser chat about how technology plays a vital part in the human client experience. Michael Back XY: https://www1.xyadviser.com/members/2243422 Human to Human Website: https://humantohuman.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/

Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns with your client experience, and how you can win at both. Suz Chadwich LinkedIn: https://www.linkedin.com/in/suzannechadwick/ Suz Chadwick Website: https://suzchadwick.com/ 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/

Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology side of the client experience, and how it will continue to shape advice in the future. Greg Hansen LinkedIn: https://www.linkedin.com/in/greg-hansen-a0640838/ HUB24 Website: https://www.hub24.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/

Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to chat about the importance of building a team and having a community in your business, and the most difficult skill he’s had to master as an adviser. RFS Advice Website: https://www.rfsadvice.com 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 Australian Federal Budget, US Core CPE index data, Amazon, Meta, Alphabet, and Carsales. 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 sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at Lonsec's iRate research tool, and discuss the features that advisers may not be using to their advantage. Lonsec Website: https://www.lonsec.com.au/ iRate Two Week Trial: https://www.lonsec.com.au/financial-adviser/irate-trial/ Hannah Bevan LinkedIn: https://www.linkedin.com/in/hannah-bevan-37831063/  Curiosity Corner (TextExpander) website: https://textexpander.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/

Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, bullying, and the role of good leaders to help create safe workplaces. Dawn Thomas XY: https://www1.xyadviser.com/members/11231058 Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/ The Wealth Designers Website: https://twd.com.au/ "A Husband is Not a Retirement Plan" by the Senate of Economics References Committee: http://www2.xyadviser.com/mhs7ou Response from the govt regarding the recommendations: http://www2.xyadviser.com/9irbpc Fair Work Bullying Resource: http://www2.xyadviser.com/fsr3lj Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy 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/