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Best XY Adviser podcasts we could find (updated April 2020)
Best XY Adviser podcasts we could find
Updated April 2020
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The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you shou ...
 
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show series
 
From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father. Plan 4 Financial Group Website: https://www.hillross…
 
In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA. True Direction Website: https://www.truedirection.com.au/ Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast i…
 
In the last of the Ethical Investment Series, Clayton sits down with Tom Culver. Tom is a former adviser who founded Goodments, which matches ESG values with investments. Episode Resources: Goodments Website: https://goodments.com/ Tom Culver Linkedin: https://www.linkedin.com/in/tomculver1/ General Disclaimer – https://www.xyadviser.com/disclaimer…
 
In today's episode, Clayton is joined by Simon O'Connor. Simon is the CEO of the Responsible Investment Association Australasia and walks us through how advisers can give ethical investment advice. Episode Resources: Responsible Investment Website: https://responsibleinvestment.org/ Simon O'Connor Linkedin: https://www.linkedin.com/in/simonoconnor/…
 
In this episode of the Ethical Investment Series, Clayton talks to Marco Sepulveda - Senior Associate at Sustainalytics. Marco covers the spectrum of ethical investing and why consumer trends are leading this style of investment. Episode Resources: Sustainalytics Website: https://www.sustainalytics.com/ Marco Sepulveda Linkedin: https://www.linkedi…
 
In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world. Episode Resources: Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au Hope Evans Linkedin: https…
 
Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about the be…
 
In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin - the Founder and Adviser at AdeleMartin.com and Firefly Wealth. Adele talks about how to create a following using social media to create a full funnel of inbound clients. Episode Resources: Website Adele Martin - https://www.adelemartin.com LinkedIn - https://www.l…
 
In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients. Episode Resources: Wealthful Website - https://www.wealthful.com.au/ Chris Bates LinkedIn - https://www.lin…
 
In episode #13 of the Plan, Produce, Profit series, Ben Nash sits down with Shane Hay – the Investment Director at Kelly+Partners Private Wealth – to talk about doing partnerships with the more traditional partners in financial advice. Episode Resources: Kelly+Partners Private Wealth Website - https://kellypartners.com.au/ Shane Hay LinkedIn - http…
 
Did you hear? The XY social network specifically for financial advice has landed! Available on the AppStore, Google Play and Desktop - search XY Adviser. On today’s episode, Ben chats with Melissa Browne – author and entrepreneur extraordinaire. Listen on as she talks about finding and attracting your target audience and creating meaningful content…
 
On today’s episode, we’re starting the conversation on how to nail the profit phase of an awesome advice business. We’ve brought in the unapologetic financial-advisor-turned-podcast-master Glen James to share his story on how he stumbled upon the podcast industry, strategies for growing a successful podcast/business, commitments to your goals, and …
 
"Your team should be better than you" is just one of the wise words from the legendary Centaur--- Hugh Robertson, managing director of Centaur Financial Services. Listen in for his note-worthy advice on increasing work-efficiency, capturing data on the first meeting, looking not only for the right client but the right talent as well and other golde…
 
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 - …
 
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 pr…
 
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