Ensombl Advice Australia

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss the challenges of opening an overseas office at the height of COVID, and how he stayed ahead of legislation changes and compliance during that process.

Brett Evans XY: https://www1.xyadviser.com/members/2216508 Brett Evans LinkedIn: https://www.linkedin.com/in/brettaevans22/ Atlas Wealth Management Website: https://atlaswealth.com/au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

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This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and Lithium Stocks.

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

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Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client engagement, and how he developed and build this quality engagement into his business.

Rob McGregor LinkedIn: https://www.linkedin.com/in/rob-mcgregor-62139923/ McGregor Wealth Management Website: https://mcgregorwealthmanagement.com.au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

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In this first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/

Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/

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In this instalment we talk about steps four, five and six in the change management process. This includes having a strong value proposition and investment philosophy, what our clients want, and the perceived objections from all stakeholders.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/

Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/

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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In this episode we continue with steps seven, eight and nine in the change management process. We talk about the perceptions of letting go of control, what to look for in an investment partner, stakeholder engagement and change management.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/

Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/

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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In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical implementation, the client journey, and reviewing the process.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/

Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/

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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Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of the Top Fifty most influential Adviser's in Australia for 2021 by Financial Standard. He returns to the XY Podcast to chat about the evolution of his business, how the focus has changed over time, and how COVID helped to kick-start its growth.

Ronald Pratap LinkedIn: https://www.linkedin.com/in/ronaldpratap/ RP Wealth Management Website: https://www.rpwealthmanagement.com.au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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 Reserve Bank of New Zealand, US FOMC minutes and Personal Income and Spending Data, Australian Retail Sales and PMI's, and Woodside Petroleum's merger with BHP.

This market highlight is proudly brought to 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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Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she's created, how we can work better together, and some of the learnings around how to engage women in the advice journey.

Molly Benjamin LinkedIn: https://www.linkedin.com/in/mollybenjamin/ Ladies Finance Club Website: https://www.ladiesfinanceclub.com/ Starling Gender Representation Report: https://www.starlingbank.com/docs/reports-research/StarlingGenderRepresentationReport.pdf

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.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/