Ensombl Advice Australia

Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to break down the barriers to advice and draw in your ideal clients.

Cara Williams LinkedIn: https://www.linkedin.com/in/cara-williams-finanical-adviser/ Sufficient Funds Website: https://sufficientfunds.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

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Today we cover the US Inflation Data, increasing food and energy prices, Hub, Netwealth and Qantas.

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

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Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, Rob carries this firm resolve and fearless approach to his business life. He and Fraser discuss his transition to financial advice, and how both jobs have their own levels of risk management.

Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Peloton Partners Website: https://www.pelotonpartners.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.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 talk about how do you make technology decisions, what goes into that decision and what's the internal, emotional decision making process.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/

Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/

Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home

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In this episode we discuss the concept of "Expectations vs Reality", and whether or not your dream software will actually be able to solve all your problems.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/

Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/

Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home

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 go "under the hood" and discuss integrations.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/

Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/

Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home

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 issue of compliance when dealing with software.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/

Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/

Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home

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 final installment we cover the change management process of implementing new technology into an advice practice.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/

Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/

Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home

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/

Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help young Australians make smarter decisions with their money, and talks about how he set up his business to achieve that goal.

Ross Marais XY: https://www1.xyadviser.com/members/2501499 More Time Financial Website: https://www.moretimefinancial.com.au/ Ross Marais Website: https://www.rossmarais.com/ More Than Money Podcast: https://www.rossmarais.com/podcast

This episode is proudly sponsored by HUB24. https://www.hub24.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/

Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to NSW COVID restrictions.

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/