Ensombl Advice Australia

In this final installment we talk about the review process and how to transition clients to a goals-based world. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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 Jackson Hole Symposium, Biden's approval rating, Australian reporting season and the US Non farm payrolls data. 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/

In this episode we talk about how to modify and track progress to keep your clients motivated. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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 discuss how to house your client's goals for ongoing advice conversations. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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 delayed RBNZ rate hike, the Michigan Consumer sentiment index, employment and wage inflation in Australia, BHP, Australian retailers results, the upcoming US GDP release and the Jackson Hole Economic Symposium. 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/

In this episode we talk about how to ask the right questions to find your client's true goals, based on their values. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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 selling your value, and how to engage and start working with your next clients. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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 Headline US CPI Data, Oil prices, the U.S. Department of Agriculture's August World Agricultural Supply and Demand Estimates, the US reporting season, TLS full year results, the Goodman Group, the reserve bank of New Zealand rates, and employment in Australia. 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/

In this episode we explore how to present your goals and value offering to a new market. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.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/

Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what to put on your "Not-To-Do list" and how your clients are also your coach. Gordon Jenkins LinkedIn: https://www.linkedin.com/in/businessexecutivecoach/ I Am Gordon Jenkins Website: https://www.iamgordonjenkins.com/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html 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/