Ensombl Advice Australia

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/

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

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/ Additional resources: https://responsibleinvestment.org/financial-adviser-guide/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available: App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU Desktop https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

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.linkedin.com/in/marcosepulveda/ Marco Sepulveda Email: [email protected]

Responsible Investment Association Australasia (RIAA): https://responsibleinvestment.org/ Responsible Returns Web Tool: https://www.responsiblereturns.com.au/ Morningstar Behavioral Insights: https://www.morningstar.com/company/behavioralinsights UN Principles for Responsible Investment: https://www.unpri.org/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

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://www.linkedin.com/in/hope-evans-07a69539/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available: App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU Desktop https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

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 benefits of ESG investing.

Episode Resources:

Morphic Asset Website: www.morphicasset.com James Tayler Linkedin: https://www.linkedin.com/in/james-william-tayler-547739a/ Additional resources: https://www.responsiblereturns.com.au/ & http://www.ethicaladviserscoop.org/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.

New XY platform now available: App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU Desktop https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

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.linkedin.com/in/adelemartin/

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.

New XY platform now available: App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU Desktop https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ (20% off for XY+ members https://www.xyadviser.com/plus

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.linkedin.com/in/christopherbates/

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.

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 - https://www.linkedin.com/in/shane-hay-6a884250/

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.

If there was a person at the pointy end of what the Royal Commission has done to advisers, then Neil Macdonald the CEO of the AMP Financial Planning Association is that person. In today's episode, Clayton talks to Neil about how AMP arrived at their decision to cut the valuations of businesses across the AMP license, and about how the AMPFPA is now organising the class action suit to fight this decision in court. An important one for all financial services participants to listen to as we learn what advisers are doing to push back. Episode resources: Neil Macdonald's Linkedin: https://www.linkedin.com/in/neilgmacdonald/ AMPFPA website: https://ampfpacommunity.force.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.

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 for them, creating services that offer autonomy for your clients, and determining which are ego-feeding projects and which ones are worthwhile.

Episode Resources: Melissa Browne LinkedIn: https://www.linkedin.com/in/melissa-browne-5262b020/ Melissa Browne website: https://www.melissabrowne.com.au/ A&TA website: https://www.byata.com.au/ The Money Barre website: https://www.themoneybarre.com.au/ (43:10) Fathom website - https://www.fathomhq.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.