))
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 ...
T
The Successful Adviser by James McCracken
1
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
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 ...
Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ MetLife. Life, inspired by you. For mo…
Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how she created the ideal work-life balance in her business, and the benefits that Life Goals and Money Coaching can offer clients. Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Gianna Thomson Website: https://www.giannat…
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…
T
The Distraction-Proof Advisor Podcast
1
The Power of a Well-Published-Book with Cynthia Zigmund
32:21
32:21
Play later
Play later
Lists
Like
Liked
32:21
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…
Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare Financial Advice. After five years of running her own business, she reflects on the elements that worked along with the mistakes she's learned from. Jess Brady XY: https://www1.xyadviser.com/members/2416358 Jess Brady LinkedIn: https://www.linkedin.com/…
Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what's changed and developed in his practice over the last fourteen years, and the steps he's taken to future-proof the business. Steve Nielsen LinkedIn: https://www.linkedin.com/in/stevenielsenascentwm/ Ascent Wealth Management Website: htt…
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…
Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk all things Advice Tech, including what advisers are looking for in the Advice Tech they use, and where it might be headed in the future. Kevin Liao LinkedIn: https://www.linkedin.com/in/liaokevin/ DASH Website: https://dash.com.au/ For more inform…
Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of "Sharing More than the Sheets". He and Ben chat about how he settled into his niche of working with couples and families, and how he build the right team to suit this niche. Michael Khouri XY: https://www1.xyadviser.com/members/2492418 Michael Khouri LinkedI…
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…
Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with Clayton to discuss running a "lifestyle" financial planning business, including the impact that COVID has had on the advice world. Dylan Martin XY: https://www1.xyadviser.com/members/2210468 Dylan Martin LinkedIn: https://www.linkedin.com/in…
Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own business, and some of the biggest lessons he's learned over his six year advice journey. Ryan Porter LinkedIn: https://www.linkedin.com/in/ryanporter-catalystwealthgroup/ Catalyst Wealth Group Website: https://catalystwealthgroup.com.au/ For more inf…
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…
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben talk about money mindset and the impacts it has on your financial decisions and spending habits. Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/ Women Talking Finance Website: https://www.womentalkingfinance.com.au/ For mo…
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…
Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable goals for your clients, your staff and yourself. Ange Ritchie LinkedIn: https://www.linkedin.com/in/angeritchie/ My Goal Squad Website: https://www.mygoalsquad.com/ For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.pe…
Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry. Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/ CareSuper Website: https://www.caresuper.com.a…
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…
T
The Distraction-Proof Advisor Podcast
1
Ways to Keep the Main Thing, the Main Thing with Mitch Anthony
43:42
43:42
Play later
Play later
Lists
Like
Liked
43:42
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…
Nikki is the Director and Financial Advisor at My Wealth Solutions 2. She talks about starting her advice career as a self-confessed introvert, and her journey to becoming a partner. Nikki Booth LinkedIn: https://www.linkedin.com/in/nikki-booth-6b3220b3/ My Wealth Solutions Website: https://mywealthsolutions.com.au/ For more information on Perpetua…
Scott is the Director and Principal Financial Adviser at Griffin Financial Services. He and Ben chat about the growth and evolution of his business, and the lessons learned during that process. Scott Dawkins LinkedIn: https://www.linkedin.com/in/scott-dawkins-3a903932/ Griffin Financial Services Website: https://griffinfinancialservices.com.au/ For…
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…
Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising mental health. Craig Boss LinkedIn: https://www.linkedin.com/in/craig-boss-%E2%9C%94-85817b16/ Steadfast Life Website: https://www.steadfastlife.com.au/ Find out more about Challenger and our expanded product range http://www.challe…
John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting his own practice at the age of twenty, and the journey of how the business has grown and evolved over the years. John Cachia XY: https://www1.xyadviser.com/members/2400932 John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadv…
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 –…
Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when unexpected incidents occur in their lives, and how training staff in handling conversations around these events can help even further. Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ Find out …
Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He talks about his recent merger with Tribeca Financial, and his work with developing the Ethos platform. Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Nathan Fradley LinkedIn: https://www.linke…
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…
T
The Successful Adviser by James McCracken
1
The Most Important Podcast I’ve Ever Done
32:24
32:24
Play later
Play later
Lists
Like
Liked
32:24
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…
T
The Distraction-Proof Advisor Podcast
1
Tools to Grow a Strong Mind with LaRae Quy
38:47
38:47
Play later
Play later
Lists
Like
Liked
38:47
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 …
Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing. Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Central Coast Financial Planning Group Website: https://www.c…
Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, and they discuss the processes that make you more efficient. Deline Jacovides XY: https://www1.xyadviser.com/members/3269093 Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth Website: https://maziwealth.com.au/ …
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…
Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. He and Jess chat about the concept of FIRE (Financial Independence Retire Early), and what it takes to retire at a young age. Captain FI Website: https://captainfi.com/ MetLife. Life, inspired by you. For more information, speak to your local…
X
XY Adviser
1
The blueprint for the successful advice firm of the future #2
52:09
52:09
Play later
Play later
Lists
Like
Liked
52:09
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…
Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss the challenges of opening an overseas office at the height of COVID, and how he stayed ahead of legislation changes and compliance during that process. Brett Evans XY: https://www1.xyadviser.com/members/2216508 Brett Evans LinkedIn: https:/…
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…
T
The Successful Adviser by James McCracken
1
Why Keith Caine bought a billion dollar loan book
29:59
29:59
Play later
Play later
Lists
Like
Liked
29:59
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 …
T
The Distraction-Proof Advisor Podcast
1
Navigate Your Clients’ Medicare Enrollment with the Medicare Whisperer, Brian McArthur
39:07
39:07
Play later
Play later
Lists
Like
Liked
39:07
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…
Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client engagement, and how he developed and build this quality engagement into his business. Rob McGregor LinkedIn: https://www.linkedin.com/in/rob-mcgregor-62139923/ McGregor Wealth Management Website: https://mcgregorwealthmanagement.com.au/ M…
X
XY Adviser
1
The 12 Steps of a Managed Accounts Journey #1
1:00:07
1:00:07
Play later
Play later
Lists
Like
Liked
1:00:07
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…
X
XY Adviser
1
The 12 Steps of a Managed Accounts Journey #2
1:14:07
1:14:07
Play later
Play later
Lists
Like
Liked
1:14:07
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…
X
XY Adviser
1
The 12 Steps of a Managed Accounts Journey #3
52:45
52:45
Play later
Play later
Lists
Like
Liked
52:45
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…
X
XY Adviser
1
The 12 Steps of a Managed Accounts Journey #4
1:00:40
1:00:40
Play later
Play later
Lists
Like
Liked
1:00:40
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…
Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of the Top Fifty most influential Adviser's in Australia for 2021 by Financial Standard. He returns to the XY Podcast to chat about the evolution of his business, how the focus has changed over time, and how COVID helped to kick-start its growth. Ronald…
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…
Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she's created, how we can work better together, and some of the learnings around how to engage women in the advice journey. Molly Benjamin LinkedIn: https://www.linkedin.com/in/mollybenjamin/ Ladies Finance Club Website: https://www.ladiesfinanceclub.com/ Starling Ge…
Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk about why he settled on the SMSF niche, and what the biggest shifts and growth drivers have been in his business. Liam Shorte XY: https://www1.xyadviser.com/members/2231871 Liam Short LinkedIn: https://www.linkedin.com/in/liamshorte/ Ver…
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…
T
The Distraction-Proof Advisor Podcast
1
Unlocking Resources and Creating Great Opportunities with Meghan Hyland
35:26
35:26
Play later
Play later
Lists
Like
Liked
35:26
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…
