Ensombl Advice Australia

Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of "succeeding at failing", and the balancing act we put ourselves through when defining ourselves as either a success or a failure. Charlie Fraser LinkedIn: https://www.linkedin.com/in/charlie-fraser-47b84317/ Shadforth Website: https://www.sfg.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/

Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her new book "The Five Conversations About Money That Will Radically Change Your Life", and how to create content that makes people actively engage with their money. Vanessa Stoykov LinkedIn: https://www.linkedin.com/in/vanessa-stoykov/ Evolution Media Group Website: https://evolutionmediagroup.com.au/ Vanessa Stoykov Website: https://vanessastoykov.com.au/ Podcast: https://vanessastoykov.com.au/podcast/ 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 Fed and RBA cash rate increase, US Employment data, Australian real estate data, Woolworths, Goodman Group, and CSL. 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 sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools. iFactFind Website: https://ifactfind.com.au/ Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ Curiosity Corner (Airtable) website: https://www.airtable.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/

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/