Ensombl Advice Australia

In this episode Peita is joined by LinkedIn Expert and Consultant Adam Houlahan. They chat about the different approaches to using LinkedIn as a tool to benefit your business, and common mistakes you may be making.

Adam Houlahan Website: https://adamhoulahan.com/ Adam Houlahan LinkedIn: https://adamhoulahan.com/ Curiosity Corner (Hypercontext) website: https://hypercontext.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

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Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component he built within BlueRock, what his initial intention with it was, and how the teams work together to help clients.

Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/ BlueRock Website: https://www.bluerock.com.au/

Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy

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James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing can be practically woven into your advice process, and how understanding your client's values can build deeper connections.

James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning: https://www.justinvest.net.au/

Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy

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 US Core CPI data, the UK jobs report, the Westpac consumer confidence index, Qantas, and Baby Bunting.

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/

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

This week, Peita is joined by Dante St James, Meta Lead Trainer and Digital Consultant to Small Businesses. They discuss the best ways to approach Facebook as a business, and explore the lesser-known benefits and tools of the Meta Business Suite.

Dante St James Website: https://dantestjames.com/ Dante St James LinkedIn: https://www.linkedin.com/in/dantestjames/ Curiosity Corner (Answer the Public) website: https://answerthepublic.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/

Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he's created within his practice, and how any technology you use in your business should be robust with your client strategy in mind.

Andrew Hewison LinkedIn: https://www.linkedin.com/in/andrewhewison/ Hewison Private Wealth Website: https://www.hewison.com.au/

Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy

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/

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He returns to the XY Podcast to talk about team structuring, and the upcoming Ethical Advice Conference.

Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/ Ethical Advice Conference Website: https://www.ethicaladviceconference.com/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ Ethos Australia Website: https://www.ethosesg.com/

Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy

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 ASX 200, US non-farm payrolls, rising RBNZ rates, global oil reserves, the SEEK Australian Job index, Magellan, and Appen.

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/

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

In this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software.

ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ Curiosity Corner (Brickit) website: https://brickit.app/ 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/

Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive into the topic of client experience, and Paul discusses what he's doing to reward clients for their business.

Paul Nicol LinkedIn: https://www.linkedin.com/in/paul-nicol-23aa678/ GMF Wealth Advisory Website: https://www.gfmwealth.com.au/

Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy

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/