Ensombl Advice Australia

Briony is a Motivational Keynote Speaker and author of "Life Is Tough But So Are You". She and Jess discuss how to help and comfort clients when they're given life-changing news, and what we can do better to support those in need.

Briony Benjamin LinkedIn: https://www.linkedin.com/in/briony-benjamin/ Briony Benjamin Website: https://www.brionybenjamin.com/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he approached building his team, and the importance of having an "engine room" and maintaining quality control.

Kristian Zuza LinkedIn: https://www.linkedin.com/in/kristianzuza/ Peak Wealth Management Website: https://peakwm.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.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://www.xyadviser.com/disclaimer/

This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ's Survey of Expectations, the NAB business confidence index, and the fall of FTX.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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

In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth Line's risk management and compliance software, how it complements existing frameworks, and where they're headed in the future.

Fourth Line Website: https://fourth-line.com.au/ Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/ Curiosity Corner (Grammarly) Website: https://www.grammarly.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

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Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of "succeeding at failing", and the balancing act we put ourselves through when defining ourselves as either a success or a failure.

Charlie Fraser LinkedIn: https://www.linkedin.com/in/charlie-fraser-47b84317/ Shadforth Website: https://www.sfg.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.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/

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Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her new book "The Five Conversations About Money That Will Radically Change Your Life", and how to create content that makes people actively engage with their money.

Vanessa Stoykov LinkedIn: https://www.linkedin.com/in/vanessa-stoykov/ Evolution Media Group Website: https://evolutionmediagroup.com.au/ Vanessa Stoykov Website: https://vanessastoykov.com.au/ Podcast: https://vanessastoykov.com.au/podcast/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.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/

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This week we cover the Fed and RBA cash rate increase, US Employment data, Australian real estate data, Woolworths, Goodman Group, and CSL.

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/

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This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.

iFactFind Website: https://ifactfind.com.au/ Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ Curiosity Corner (Airtable) website: https://www.airtable.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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://www.xyadviser.com/disclaimer/

Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how she was crowned 2022 AFA Financial Adviser of the Year, and what she's doing in her practice to stand out.

Felicity Cooper LinkedIn: https://www.linkedin.com/in/goldcoastfelicitycooper/ Cooper Wealth Management Website: https://www.cooperwealthmanagement.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.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://www.xyadviser.com/disclaimer/

Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and Fraser discuss all things client experience, from growing your business and future technology concepts.

Stewart Bell LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/ Audere Website: https://audere.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.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://www.xyadviser.com/disclaimer/