Ensombl Advice Australia

Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing. Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Central Coast Financial Planning Group Website: https://www.centralcoastfpg.com.au/ Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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/

Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, and they discuss the processes that make you more efficient. Deline Jacovides XY: https://www1.xyadviser.com/members/3269093 Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth Website: https://maziwealth.com.au/ AFA XY Group: https://www1.xyadviser.com/courses/7027498/about Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life 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 RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria. This market highlight is proudly brought to 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/

Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. He and Jess chat about the concept of FIRE (Financial Independence Retire Early), and what it takes to retire at a young age. Captain FI Website: https://captainfi.com/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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 second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more. Macquarie VAN – Build for the Future program - https://www.macquarie.com.au/van Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/ Macquarie Website: https://www.macquarie.com.au/van Tom Reddacliff LinkedIn: https://www.linkedin.com/in/tom-reddacliff-b2859812/ Encore Advisory Group: https://www.encoreadvisorygroup.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/ Macquarie Disclaimer: https://www.xyadviser.com/macquarie_disclaimer General Disclaimer – https://www.xyadviser.com/disclaimer/

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss the challenges of opening an overseas office at the height of COVID, and how he stayed ahead of legislation changes and compliance during that process. Brett Evans XY: https://www1.xyadviser.com/members/2216508 Brett Evans LinkedIn: https://www.linkedin.com/in/brettaevans22/ Atlas Wealth Management Website: https://atlaswealth.com/au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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 US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and Lithium Stocks. This market highlight is proudly brought to 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/

Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client engagement, and how he developed and build this quality engagement into his business. Rob McGregor LinkedIn: https://www.linkedin.com/in/rob-mcgregor-62139923/ McGregor Wealth Management Website: https://mcgregorwealthmanagement.com.au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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 first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up. For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/ David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/ Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/ Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/ 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 instalment we talk about steps four, five and six in the change management process. This includes having a strong value proposition and investment philosophy, what our clients want, and the perceived objections from all stakeholders. For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/ David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/ Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/ Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/ 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/