Ensombl Advice Australia

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.

The team at XY have spent a lot of time thinking about what makes a great financial advice offering and business. We distilled it down to the three key elements you need to get right to have any level of success. We call it the three P's: Plan, Product, Profit. For the next 15 episodes, Ben Nash of XY is taking over. He's been spending time with a bunch of advisers who are happy to share their journey of building an awesome advice business. We're kicking things off with the one and only Fox & Hare Financial, a modern advice business and proposition built from scratch by Glen Hare and Jess Brady. Take it away Ben… Episode Resources: Fox & Hare Website - https://foxandharewealth.com/ Fox & Hare Facebook Page - https://www.facebook.com/foxandharefinancialadvice/ Glen Hare LinkedIn - https://www.linkedin.com/in/glen-hareadviser/ Jess Brady LinkedIn - https://www.linkedin.com/in/jessica-brady-21165812/ 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.

In today's episode, Adrian from XY sits down with the bright and bubbly Jenny Pearse (@jennypearse1) – marketing extraordinaire helping Financial Advisers build raving fans, who then become their business ambassadors. Jenny says Advisers need to stop getting distracted by the latest, but not-always-greatest marketing tool and instead focus on understanding their clients better than anyone else, so they can effectively communicate with them through the right marketing channels. Episode highlights: 3:15 – The risk of getting distracted by shiny marketing 5:37 – Why would your niche only want to work with you? 19:10 – The challenges you're seeing in how Advisers communicate with the public 22:45 – Why the reward of changing lives trumps the barrier to entry as an Adviser 29:25 – Do you have a mentor? The power of mentors and tribes (just like XY) Show Notes: Jenny Pearse LinkedIn - https://www.linkedin.com/in/jennypearse/ Jenesis - http://www.jenesis.net.au/ Jenny Pearse Twitter - @jennypearse1 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.

Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients? Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire. She's so passionate about helping Advisers use Estate Planning to entrench themselves as their client's trusted advisor and grow their businesses, she's created an entire blueprint course called 'The Art of Estate Planning' on the XY online training platform (https://co.xyadviser.com/taralucke). Episode highlights: 7:00 – Is Estate Planning for lawyers, Advisors or both? 12:50 – Why aren't Advisers getting involved in the EP process? 14:27 – Becoming your client's trusted advisor 21:20 – The four fundamentals of Estate Planning 26:07 – How to subtlety position Estate Planning in client conversations 32:28 – Let's talk Testamentary Trusts! Show Notes: Tara Lucke LinkedIn - https://www.linkedin.com/in/taralucke/ Tara Lucke website - https://www.taralucke.com.au The Art of Estate Planning Community - https://www.facebook.com/groups/artofestateplanning/ 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 if we told you Cara Brett, the Director and Adviser of Bounce Financial, attracted 30 new social media followers, received 10 enquiries and turned 6 of those enquiries into new clients, and all from one Instagram post? Does this motivate you to re-think your social media strategy? Cara insists she's no social media guru or influencer, but she is consistent and authentic. She uses her social platforms to build trust with her audience long before ever having any initial conversation with them. This is an awesome episode, with Cara sharing what she's been doing in the client acquisition space, how she's using Instagram like a blog and why she's feeling optimistic about the future of Advice. Episode highlights: 3:15 – What's it like running a business with your husband? 11:30 – Where are your new clients coming from? 13:09 – How are you using Instagram? 18:20 – How are you using Facebook? Who are you attracting with this medium? 22:30 – Why you need to be consistent on social media 32:30 – How do you feel about where Advice is headed? Show Notes: Cara Brett LinkedIn -https://www.linkedin.com/in/cara-brett-2a406229/ Bounce Financial website - https://www.bouncefinancial.com.au/ Bounce Financial Instagram - https://www.instagram.com/bouncefinancial Bounce Financial Facebook - https://www.facebook.com/BounceFinancial/ 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.