Ensombl Advice Australia

Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the advice industry, how his service solution has evolved over time, and how asking better questions of your clients leads to better outcomes. Matt Leech LinkedIn: https://www.linkedin.com/in/mattleech1/ Kofkin Bond & Co Website: http://www.kofkinbond.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 and UK Core Inflation Data, Australian Employment Data, IGO's bid for Western Areas, and The Morrison Consortium. 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/

Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial Advisers (AFA). He and Jess chat about his current roles and how he manages to successfully juggle his time between them. Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Website: https://www.pereracrowther.com.au/ AFA Website: https://www.afa.asn.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 we start high-level as we discuss the evolving advice landscape, and how the difference between "thriving" or "surviving" is in the mental flexibility to see things with an entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.com/ Vince Scully Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ LifeSherpa Website: https://lifesherpa.com.au/ Nicola Beswick Senior Financial Adviser and Confidante at FMD Financial Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network Nicola Beswick Website: https://www.nicolabeswick.com/ Greg Newman Head of Retail Distribution at HUB24 Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/ HUB24 Website: 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/

In this second instalment we take a deep dive into mindset with Adele Martin. Adele created "The Money Mentor", which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.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/

Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Vince Scully Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ LifeSherpa Website: https://lifesherpa.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 we hear how Nicola Beswick is finding her way as an intrepreneur within an existing, traditional professional practice. She talks about how not everyone gets to start a business from scratch, but entering a more traditional pathway shouldn't suppress your entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Nicola Beswick Senior Financial Adviser and Confidante at FMD Financial Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network Nicola Beswick Website: https://www.nicolabeswick.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 final episode we explore how Greg Newman is working with a number of business's principals to help them lean into their entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Greg Newman Head of Retail Distribution at HUB24 Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/ HUB24 Website: 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/

John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building a client focused service solution, and how it's changed over time. John Woodley LinkedIn: https://www.linkedin.com/in/john-woodley1/ Fitzpatrick Private Wealth Website: https://fitz.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 RBA Monthly Monetary Policy, The US Federal Reserve meeting minutes, US Government Bond yields, and the market impacts of the Shanghai lockdown. 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/