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Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualifi ...
 
Recapture the clear vision and enthusiasm you had before distractions stole your time and energy! On the Distraction-Proof Advisor podcast, we provide real-world-tested solutions and practical steps to help you hone in on what’s important. As a former financial advisor himself, your host, speaker and author Paul Kingsman, understands what financial advisors need to thrive in the real world. And as an Olympic medalist, he knows the challenges and importance of focusing over the long haul to a ...
 
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The Successful Adviser by James McCracken

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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
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show series
 
This week we cover the US July CPI print, the US Producer Price index, Australian reporting season, CBA, Telstra, and BHP. This market highlight is proudly brought to you 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.xyadvis…
 
Why would a financial advisor want to write a book? Cynthia Zigmund says there can be a range of reasons – from a brief introduction to a deeper dive into your business philosophy and showcasing how you use your expertise to positively impact your clients’ lives. If done well, it can make a huge difference in connecting with your ideal clients. But…
 
This week we cover the RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation. This market highlight is proudly brought to you 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/ Gen…
 
This week we cover Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Deskto…
 
This week we cover US Manufacturing PMI, the NAHB housing market index, EU flash PMI's, Australian MFG and Services PMI's, and the start of the US and Australian reporting season. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: htt…
 
This week we cover US CPI, Australian Unemployment, the Reserve Bank of New Zealand cash rate rise, and ANZ's potential acquisition of MYOB and Suncorp. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygpla…
 
This week we cover the potential 2023 recession, the July RBA meeting, the US Federal Reserve minutes, BWX Group, and TPG. This market highlight is proudly brought to you 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.xyadvis…
 
Mitch Anthony has been creating innovative discovery approaches for financial advisors to use for more than two decades. He helps advisors understand the necessity for listening and hearing people, then provides ideas and solutions for doing just that. He’s certainly experienced to do this: he’s helped his local community significantly by establish…
 
This week we reflect on the year so far, and cover US personal income, The ISM manufacturing index, CAR, and Collins Foods FY22 results. This market highlight is proudly brought to you 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…
 
This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy. 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 –…
 
This week we cover the increasing impacts of inflation, the US Federal Reserve's interest rates raise, the European Central Bank's emergency meeting, and the Australian Fair Work Commission's annual minimum wage decision. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.x…
 
Having interviewed over 160 podcast guests and had extraordinary conversations with many incredible people, it’s a big call to say this is the most important podcast I’ve done, particularly since it has nothing to do with broking. It does however have everything to do with how and why we perform and function in the world the way we do through our u…
 
LaRae Quy was an FBI undercover and counterintelligence agent for 20 years and spokesperson for the Agency’s San Francisco Division for another 4 years. Today, she marries neuroscience and social psychology to help people develop mental toughness so they can effectively manage their emotions, thoughts, and behavior in ways to set themselves up for …
 
This week we cover the RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria. 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…
 
In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers…
 
This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and Lithium Stocks. 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.xyadv…
 
Operating a broking practice can be challenging, especially if you’re just starting out. It’s even more so if you used to work as an employee in one. Transitioning from employee to owner can be tricky… but not impossible. Keith Caine joins me for this episode of The Successful Adviser. He moved from England after the 2008 recession to build a life …
 
Brian McArthur, creator of the Medicare Execution Process™, understands why Medicare is the most overlooked part of the financial planning process: it’s convoluted, constantly changing and creates minimal revenue. Advisors know Medicare planning is a need for all their clients who reach age 64, yet industry education has been lacking in equipping a…
 
In this first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up. For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services Simone McMullin Principal at Annex Wealth Simone McMulli…
 
In this instalment we talk about steps four, five and six in the change management process. This includes having a strong value proposition and investment philosophy, what our clients want, and the perceived objections from all stakeholders. For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-serv…
 
In this episode we continue with steps seven, eight and nine in the change management process. We talk about the perceptions of letting go of control, what to look for in an investment partner, stakeholder engagement and change management. For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-servic…
 
In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical implementation, the client journey, and reviewing the process. For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services Simone McMullin Principal at Annex Wealth Simone McMullin…
 
This week we cover the Reserve Bank of New Zealand, US FOMC minutes and Personal Income and Spending Data, Australian Retail Sales and PMI's, and Woodside Petroleum's merger with BHP. 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: htt…
 
This week we cover US and China retail Sales data, the RBA minutes, Australian unemployment data, Ramsay Health Care and Aristocrat. 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.x…
 
Meghan Hyland is a Financial Advisor, CFP, MBA student, newlywed, Ironman triathlete, and mentor to girls from developing countries. How does she do it all? Discipline. She says while she is disciplined by nature, it is also a skill that she has intentionally nurtured because she has seen how well it has served her and others in the past. Rather th…
 
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