Ensombl Advice Australia

Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He and Ben chat about finding and leveraging referral partners and centers of influence, and the most important element of setting your staff up for success.

Ian Byrne LinkedIn: https://www.linkedin.com/in/ian-byrne-00597725/ Evolution Financial Website: https://www.evolutionqueensland.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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This week we cover the Bank of England's policy U-turn, Australian Retail Sales, US PCE data, Optus's data breach, TPG/Telstra's regional network sharing deal, and Universal Store.

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

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This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB.

Iress Website: https://www.iress.com/ Iress Community: https://community.iress.com/ Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/ Curiosity Corner (Notion) website: https://www.notion.so/ 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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Olivia is the Managing Editor - news & analysis at Mumbrella. She joins Jess to talk about becoming genuinely good at PR, and how much time, strategy and tactical practice you need to put in before you can expect return on investment.

Olivia Kruimel LinkedIn: https://www.linkedin.com/in/oliviack-marcoms/ Mumbrella Website: https://mumbrella.com.au/

Australian Retirement Trust. It's more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser

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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Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal Adviser of the Year. He talks to Ben about the biggest challenges he faced from starting his business from scratch with no clients to where it is today.

Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Martin McGrath LinkedIn: https://www.linkedin.com/in/martin-mcgrath-retirement-specialist-b991915a/ Financial Edge Group Website: https://www.financialedgegroup.com.au/

Australian Retirement Trust. It's more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser

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 Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space.

Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Curiosity Corner (Tango) website: https://www.tango.us/ 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/

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess to chat about the concept of retirement, how people can continue to bring purpose and meaning to their life post-work, and what advisers can do to help our clients through the transition.

Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/ Full Time Lives Website: https://fulltimelives.com/ Brainmates Website: https://brainmates.com.au/ "The Art of Full Time Living" Book: https://fulltimelives.com/cusp-book

Australian Retirement Trust. It's more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser

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 first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/

Jane Ryan Principal Adviser at Fox Wealth Advisory Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/ Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/ Anthony Jones Principal at Templetons Financial Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/ Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs Head of Advice at Australian Retirement Trust Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/ Australian Retirement Trust Website: https://www.australianretirementtrust.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 installment we talk with our panel of speakers about the second area of trust: Authenticity.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/

Jane Ryan Principal Adviser at Fox Wealth Advisory Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/ Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/ Anthony Jones Principal at Templetons Financial Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/ Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs Head of Advice at Australian Retirement Trust Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/ Australian Retirement Trust Website: https://www.australianretirementtrust.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 we discuss the importance of reliability when it comes to building trust with clients.

Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers

Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/

Jane Ryan Principal Adviser at Fox Wealth Advisory Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/ Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/ Anthony Jones Principal at Templetons Financial Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/ Templetons Financial Website: https://www.templetons.com.au/

Anne Fuchs Head of Advice at Australian Retirement Trust Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/ Australian Retirement Trust Website: https://www.australianretirementtrust.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/