Ensombl Advice Australia

In today’s episode, Ben is with Dean Holmes - co-founder and director of Absolute Wealth Advisors AKA the “Efficiency Guru”. Listen in as they talk about acquiring the ideal clients, buying and selling businesses, setting priorities and outsourcing to increase efficiency and ultimately scale your business. Episode resources: Dean Holmes LinkedIn - https://www.linkedin.com/in/mrdeanholmes Absolute Wealth Advisors website - http://www.absolutewealthadvisors.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Daniel Brown is the CEO of Newcastle Financial Planning Group who has increased his inbound requests for new client meetings by 400% in the last 12 months alone. How did he do it? Listen on as Daniel explains the importance of marketing and its positive impact on your business if done right, his five-step meeting process and how he is helping his team members find their niche to help the business.   Episode resources: Daniel Brown LinkedIn - https://www.linkedin.com/in/daniel-brown-fe/ Newcastle Financial Planning Group website: https://www.newcastlefinancialgroup.com.au/   General Disclaimer – https://www.xyadviser.com/disclaimer/   This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

It’s time to bring in Financial Adviser, Financial Coach and all-round legend Corey Wastle to share his best tips and experiences on how he and the Verse Wealth team are driving and streamlining efficiencies in the business. Corey elaborates on the power of having a great team, the importance of time management and why creating great systems and processes with the OKR goal system is helping his team achieve excellent results. Episode resources: Corey Wastle LinkedIn - https://www.linkedin.com/in/coreywastle/ Verse website: https://www.versewealth.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

On this episode, Ben Nash sits down with Mark Nagle - the Executive Director of Treysta Wealth Management. Mark is a total wealth of knowledge when it comes to Financial Advice and his professional career in the industry spans well over three decades.   Mark discusses focusing on your core values as an adviser, having a client-centered approach and choosing the right technology to make the client experience more enjoyable while reducing friction.   Episode resources: Mark Nagle’s LinkedIn - https://www.linkedin.com/in/mark-nagle/ Treysta Wealth - https://www.treystawealth.com.au/   General Disclaimer – https://www.xyadviser.com/disclaimer/   This podcast is brought to you by FE Analytics, a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments.   We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

On today’s episode, Ben chats to Brett Evans - expert Adviser to Aussie Expats - all the way from Dubai (AKA the Sandpit) on building his company Atlas Wealth Management and how he’s streamlining his processes and efficiencies to scale up and service the increasing demand for expat advice. Episode resources: Brett Evans’ LinkedIn - https://www.linkedin.com/in/brettaevans22/ Atlas Wealth Management website - https://atlaswealth.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients’ investments. We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Today’s episode is the last in the PLAN part of this series, with Ben chatting to Vince Scully - founder and chief Sherpa of Life Sherpa - who’s been in and around the industry for over three decades. Vince explains what went into the planning phase of his company and how he grew it to the success it is now. Episode resources: Vince Scully LinkedIn - https://www.linkedin.com/in/vincescully/ Life Sherpa website - https://lifesherpa.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

We’re interrupting our Plan, Product, Profit series to bring you a special one off episode which is less about how to become an awesome adviser and more about - potentially - one of the biggest stories in Financial Advice right now. We’re talking about Terry McMaster and the collapse of Dover. Here’s just some of the questions Clayton has for Terry: 7:10 - Why are you so controversial, even as an individual, in Financial Services? 11:32 - Why do you think Dover was high on ASIC’s radar? 22:20 - What led to you being called to the stand at the Royal Commission? 38:00 - Why did Dover pick up the tagline ‘the licensee of last resort’ and what is your response to this? General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

On today’s episode, Ben chats with Rachel O’Connor – Adviser and mum to two young boys who started her own advice business Flourix Wealth just three months ago. So how does Rachel juggle two toddlers and a brand-new business and what were the non-negotiables she decided on before taking the leap into self-employed life? Episode Resources: Rachel O’Connor LinkedIn - https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Website - https://flourix.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

On today’s episode, we’re continuing the conversation on how to nail the planning phase of an awesome advice business. We’ve brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following: -What do you charge for your initial meeting? -What does your ideal client look like? -How you transitioned from the corporate world into being a self-employed adviser -How did you approach the planning phase of your business? -plus plenty more… Episode Resources: James Millard LinkedIn - https://www.linkedin.com/in/jamesmillard1/ Sufficient Fundz Blog - http://www.sufficientfundz.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

What makes a great financial advice offering and how do you build a thriving business? We’ve distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P’s: Plan, Product, Profit. In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business. Episode Resources: Peak Wealth Management - https://www.peakwm.com.au/ Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia. We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.