Ensombl Advice Australia

Paul runs AZNGA - a company that acquires high quality financial planning firms, helping take those firms to the next level. Paul Barrett Linkedin: https://www.linkedin.com/in/paulbarrett2/ AZ NGA Website: https://www.aznga.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Founding Xplan almost two decades ago, Andrew has been involved in advice technology from the beginning. As CEO of IRESS, Andrew now oversees a multi billion dollar publicly listed company providing advice technology all over the world. Andrew Walsh Linkedin: https://www.linkedin.com/in/andrew-walsh-b20782b/ IRESS Website: https://www.iress.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Azaria burst on to the financial planning scenes a couple of years back, and is an advocate for new entrants into the advice profession. Azaria Bell XY: https://www1.xyadviser.com/members/4386609 Mad About Life Website: https://www.madaboutlife.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Founder and head of Standards International, the UK outfit working on helping advisers all over the world provide advice in a more efficient and effective way by providing a fantastic client experience. Michelle Hoskin XY: https://www.linkedin.com/in/standardsexpert/ Standards International Website: https://standardsinternational.co.uk/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

CEO of the AMP and Hillross Associations and played a key role with helping to organise the recent legal case with AMP. A former adviser and passionate advocate for advice Neil Macdonald XY: https://www1.xyadviser.com/members/2228870 The Adviser Association Website: http://theadvisersassociation.com.au/ National Suicide Prevention Line: 13 11 14 This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report. Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/

Chris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 day property challenge on the XY platform, where he teaches advisers how to include property in the advice process. Chris Bates XY: https://www1.xyadviser.com/members/4043358 Wealthful Website: https://www.wealthful.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

Katrina has been advising for over a decade, but had never used social media as a methodology of connecting with clients. Katrina walks us through what she learned completing the 30 day social media challenge recently held on the XY platform. Katrina Van Gunst XY: https://www1.xyadviser.com/members/2401967 Phillipsons Website: phillipsons.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

Jake is a financial adviser specialising in the under 45s market, and has carved out a niche with cashflow as a service. Finding success on social media as an acquisition method, Jake is bullish on the strong future of financial advice. Jake Wilkins XY: https://www1.xyadviser.com/members/2400950 Financial Planning Brisbane Website: http://fpbrisbane.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

Adam is a former adviser, and director at NextGen Planners helping advisers all over the world get better at their jobs in some very unique ways. Adam Owen XY: https://www1.xyadviser.com/members/4163638 Next Gen Planners Website: https://nextgenplanners.co.uk/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/