Ensombl Advice Australia

Fraser is XY Adviser's own Head of Media and Podcast Host. He catches up with Jess to pass the podcasting baton, and to discuss some of the exciting projects he's working on in 2022 and beyond.

Fraser Jack XY: https://www1.xyadviser.com/members/2401465 Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/

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In this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). They introduce the four success drivers of winning advice firms, and dive deep into the first two of those success drivers. You'll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise.

Delivering on your client promise: 5 steps to success - https://www.macquarie.com.au/client-experience

Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/ Macquarie Website: https://www.macquarie.com.au/advisers

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Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben discuss the lessons he's learned around building a great performing team through preempting and avoiding systems and processes that bog down practices.

Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/ Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/ Vinarc Website: https://www.vinarc.com.au/

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

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This week we cover the market impacts of the Russian invasion of the Ukraine, including the impact on natural gas, crude oil and gold prices.

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

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Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key observations as to what's currently working in the financial advice industry as a whole, and where practices are headed in the future.

Tim Farr LinkedIn: https://www.linkedin.com/in/farrtim/ Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben to talk about defining roles and setting expectations internally within the business to ensure the service agreement is met, and how the business has evolved as a result.

Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/ Centaur Financial Services: https://centaurfinancial.com.au/ Hugh Robertson Website: https://hughrobertson.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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This week we cover the market impacts of the geopolitical tensions in Eastern Europe, the US FOMC minutes, Australian and New Zealand Reporting Season, US Retail Sales Data and US PPI Data.

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

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Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills he's gained around hiring well with consistency, and how his service solution has evolved over time.

Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Corey Wastle XY: https://www1.xyadviser.com/members/2258095 Verse Wealth Website: https://www.versewealth.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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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Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where insurance companies are lacking in their dealing with advisers, and Kris's tips for working with claims.

Kris Mason LinkedIn: https://www.linkedin.com/in/kris-mason-69b08680/ MBS Insurance Website: https://mbsinsurance.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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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James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he's learned around building a great team, and how he's using TikTok to bring in new clients.

James Wrigley XY: https://www1.xyadviser.com/members/2920075 LinkedIn: https://www.linkedin.com/in/james-wrigley/ First Financial Website: https://firstfinancial.com.au/

This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon.

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/