Ensombl Advice Australia

By EnsomblNews Education Self-Improvement Business News

Ensombl Advice Australia episodes

March 29, 2022 Delivering Advice Differently #2
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/
Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/

Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.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/
38 min
March 29, 2022 Delivering Advice Differently #3
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is part of something bigger, in Adult Learning Styles, and how to encourage your clients to lean in and engage in the decisions you make together. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/
Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/

Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.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/
40 min
March 29, 2022 Delivering Advice Differently #4
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples.
To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/

Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.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/
42 min
March 29, 2022 Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' "memorable moments" and the Pub or BBQ test, as well as not applying "technology efficiencies" to "speed up" a bad client experience. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/
Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/

Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.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/
57 min
March 28, 2022 #295 Will Hamilton
Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client experience has grown and evolved over the years, and what has driven that growth.

Will Hamilton LinkedIn: https://www.linkedin.com/in/willhamiltonhwm/ Hamilton Wealth Partners Website: https://www.hamiltonwealth.com.au/

Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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/
33 min
March 27, 2022 28 MAR 2022 - Monday Market Highlights
This week we cover US Federal Chair Jerome Powell, US Manufacturing PMIs, Telix pharmaceutical and Uniti Group.
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/

General Disclaimer – https://www.xyadviser.com/disclaimer/
5 min
March 23, 2022 #294 Trish Gregory
Trish is a Financial Planner at Fox & Hare Wealth and host of the MilSpouse Money podcast. She and Jess discuss parental leave policy, and how the advice industry could change to better support expecting advisers. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Fox & Hare Wealth Website: https://foxandharewealth.com/ MilSpouse Money Podcast: https://podcasts.apple.com/au/podcast/milspouse-money/id1542016079

Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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/
54 min
March 22, 2022 #293 Michael Back
Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building a motivated, success-driven team for your practice.
Michael Back XY: https://www1.xyadviser.com/members/2243422 Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/ Human to Human Website: https://humantohuman.com.au/

Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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/
46 min
March 20, 2022 21 MAR 2022 - Monday Market Highlights
This week we cover the FOMC, the continuing impacts of the Russian invasion of Ukraine, Chinese equity markets and Australian Employment Data.
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/

General Disclaimer – https://www.xyadviser.com/disclaimer/
5 min
March 16, 2022 #292 Lucinda Starr
Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and how to use great copy to help create better businesses and better lives.
Lucinda Starr LinkedIn: https://www.linkedin.com/in/lucindastarr/ Starr Studio Website: https://www.starrstudio.com.au/

Brought to you by Zurich – When you recommend Zurich, you can do so with confidence. Visit https://www.zurich.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/
52 min