Ensombl Advice Australia

In this episode we go "under the hood" and discuss integrations. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/ Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/ Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home 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 discuss the issue of compliance when dealing with software. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/ Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/ Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home 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 installment we cover the change management process of implementing new technology into an advice practice. This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/ Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/ Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/ Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home 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/

Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal. Ross Marais XY: https://www1.xyadviser.com/members/2501499 More Time Financial Website: https://www.moretimefinancial.com.au/ Ross Marais Website: https://www.rossmarais.com/ More Than Money Podcast: https://www.rossmarais.com/podcast This episode is proudly sponsored by HUB24. 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/

Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions. 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/

Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to talk about using digital marketing to help overcome the barriers to advice, as well as the process of launching the "My Money Sorted" platform. Tom Haigh LinkedIn: https://www.linkedin.com/in/tomjhaigh/ MBS Website: https://marketingbrandingsales.com/ My Money Sorted Website: https://mymoneysorted.com.au/ This episode is proudly sponsored by HUB24. 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/

Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of "Digital Spring Cleaning", and how that can enhance your online presence and grow your client base. Richard Dunkerley LinkedIn: https://www.linkedin.com/in/dunkerleycommunications/ The Limelight Department: https://www.linkedin.com/company/the-limelight-department/ This episode is proudly sponsored by HUB24. 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/

Today we cover the shock resignation of NSW’s Premier, Global energy shortages, Optus, and the US debt ceiling. 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 Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today. Rob Skinner XY: https://www1.xyadviser.com/members/8366992 Fortum Private Wealth Website: https://fortnum.com.au/ This episode is proudly sponsored by HUB24. 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 Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice". Michael Miller XY: https://www1.xyadviser.com/members/2456122 Wealth Market Website: www.wealthmarket.com Michael Miller Website: https://www.michaelmiller.help/ Zoe Miller Award: https://zoemiller.info/ This episode is proudly sponsored by HUB24. 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/