Ensombl Advice Australia

Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.

Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/ King Financial Group Website: https://www.kfgroup.com.au/

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Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients.

Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au Inspired Money Website: https://inspiredmoney.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian Financial Advisers Wellbeing Report.

Australian Financial Advisers Wellbeing Report 2021: https://dradamfraser.com/e-lab/financial-advisers-report

Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981 Dr. Adam Fraser Website: https://www.dradamfraser.com/

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Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, and how they're using these changes to deliver better value to their members.

Glen Hare LinkedIn: https://www.linkedin.com/in/glen-hareadviser/?originalSubdomain=au Fox and Hare Website: http://www.foxandharewealth.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology and behavioural finance, as well as the big five bias types that affect our personality and beliefs.

Graham Rich LinkedIn: https://www.linkedin.com/in/grahamrich/?originalSubdomain=au Porftfolio Construction Forum Website: https://portfolioconstructionforum.edu.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow critiques, such as looking at spending habits and becoming mindful and more intentional with money.

Lexi Smith LinkedIn: https://www.linkedin.com/in/lexi-smith-cfp/ MoneyVine Website: https://moneyvine.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients' hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they've been given.

Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/ Wired Planning Website: https://www.wiredplanning.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to chat about value, best practices, client experience and community.

Danni Visser XY: https://www1.xyadviser.com/members/4086773 Danni Visser LinkedIn: https://www.linkedin.com/in/danni-visser-42674182/

Emily Blanch XY: https://www1.xyadviser.com/members/2191186 Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast to talk about starting TWN Partners, which helps financial advisers start independent financial advice businesses.

Dean Holmes XY: https://www1.xyadviser.com/members/2231807 TWN Partners Website: https://www.twn.partners/ The Wealth Network Website: https://www.wealthnetwork.net.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of the XY Adviser Ethics Committee. He discusses founding the XY Ethics Committee, and how they assist advisers with the ethical dilemmas they face.

Nathan Fradley XY: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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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