Ensombl Advice Australia

James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he's learned around building a great team, and how he's using TikTok to bring in new clients. James Wrigley XY: https://www1.xyadviser.com/members/2920075 LinkedIn: https://www.linkedin.com/in/james-wrigley/ First Financial Website: https://firstfinancial.com.au/ This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon. 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/

Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, the positive and negative impacts that COVID has had on the business, change fatigue and the future of advice. Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561 Oreana Financial Services Website: https://www.oreanafinancial.com/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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 installment we look back on how we got to where we are currently with Individual Disability Income Insurance, and the lessons we can learn from the past. MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Cathy Kayess Financial Planner & Business Development at Affinitas Accounting Cathy Kayess XY: https://www1.xyadviser.com/members/2786338 Affinitas Accounting Website: https://affinitasaccounting.com.au/ John Cachia Founder and Strategic Wealth Adviser at AFA Group Wealth John Cachia XY: https://www1.xyadviser.com/members/2400932 AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Serena West Partner and Senior Adviser at MBS Insurance WA Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/ MBS Insurance Website: https://mbsinsurance.com.au/ Dr. Jeff Scott  Head of Advice Strategy at MetLife Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ Metlife Website: 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 episode, our panel discusses the new mindset advisers should adopt to move forward as we settle into the changes of IDII. MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Cathy Kayess Financial Planner & Business Development at Affinitas Accounting Cathy Kayess XY: https://www1.xyadviser.com/members/2786338 Affinitas Accounting Website: https://affinitasaccounting.com.au/ John Cachia Founder and Strategic Wealth Adviser at AFA Group Wealth John Cachia XY: https://www1.xyadviser.com/members/2400932 AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Serena West Partner and Senior Adviser at MBS Insurance WA Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/ MBS Insurance Website: https://mbsinsurance.com.au/ Dr. Jeff Scott  Head of Advice Strategy at MetLife Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ Metlife Website: 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 installment we talk about the technical side of Income Protection product profitability, including the five levers that can be used to keep the products sustainable. MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Cathy Kayess Financial Planner & Business Development at Affinitas Accounting Cathy Kayess XY: https://www1.xyadviser.com/members/2786338 Affinitas Accounting Website: https://affinitasaccounting.com.au/ John Cachia Founder and Strategic Wealth Adviser at AFA Group Wealth John Cachia XY: https://www1.xyadviser.com/members/2400932 AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Serena West Partner and Senior Adviser at MBS Insurance WA Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/ MBS Insurance Website: https://mbsinsurance.com.au/ Dr. Jeff Scott  Head of Advice Strategy at MetLife Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ Metlife Website: 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 episode we talk about the human side of IDII changes, from advisers and staff to claims teams and clients. MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Cathy Kayess Financial Planner & Business Development at Affinitas Accounting Cathy Kayess XY: https://www1.xyadviser.com/members/2786338 Affinitas Accounting Website: https://affinitasaccounting.com.au/ John Cachia Founder and Strategic Wealth Adviser at AFA Group Wealth John Cachia XY: https://www1.xyadviser.com/members/2400932 AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Serena West Partner and Senior Adviser at MBS Insurance WA Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/ MBS Insurance Website: https://mbsinsurance.com.au/ Dr. Jeff Scott  Head of Advice Strategy at MetLife Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ Metlife Website: 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 final episode our panel discusses the future opportunities and threats during the final wave of changes. MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Cathy Kayess Financial Planner & Business Development at Affinitas Accounting Cathy Kayess XY: https://www1.xyadviser.com/members/2786338 Affinitas Accounting Website: https://affinitasaccounting.com.au/ John Cachia Founder and Strategic Wealth Adviser at AFA Group Wealth John Cachia XY: https://www1.xyadviser.com/members/2400932 AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Serena West Partner and Senior Adviser at MBS Insurance WA Serena West LinkedIn: https://www.linkedin.com/in/serena-west-a2802152/ MBS Insurance Website: https://mbsinsurance.com.au/ Dr. Jeff Scott  Head of Advice Strategy at MetLife Dr. Jeff Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ Metlife Website: 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/

James is Head Coach at Sufficient Funds and "Australia's Most Relatable Money Guy". He talks with Ben about the decisions he made that have driven his business growth, and how to build a rock-solid team. James Millard XY: https://www1.xyadviser.com/members/2838349 Sufficient Funds Website: https://sufficientfunds.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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/

Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy's Blues, and the winner of the 2021 ifa Risk Adviser of the Year Award. He chats about his business journey, from wanting to be a physio-therapist to ultimately landing in financial advice. Dan Blatch LinkedIn: https://www.linkedin.com/in/dan-blatch-604070a/ IMFG Website: https://www.imfg.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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/

Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with Purpose Podcast. He joins Ben to talk about the "people side" of his business, and why building the right team is critical for delivery. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892 Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/ This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier 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/