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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
The ill-advised wise guys podcast stars Uchay and QDeezy! Every other Monday at 11:30 am EST, the wise guys provide their "ill-advised thoughts" on the newly released albums and singles by your favorite mainstream and indie artists from around the world! They also discuss topics in the ever-changing worlds of society & culture. Be sure to continue the conversations from each episode by following the guys on Twitter: @illadvisedwguys
 
Peer-to-peer professional development for financial advisers to drive the positive evolution of financial advice www.xyadviser.com The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should ...
 
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
 
Writer and HelloGiggles.com co-founder Molly McAleer and her diverse roster of guests tear into listener voicemails, giving advice and exploring the underlying issues while laughing all the way. If you would like Molls to answer your question, call (323) 450-7408 and leave a message.
 
Wendy Lloyd Curley is a dynamic person who is passionate about everything she does. With creative energy, an engaging presentation style, humour, business savvy, and authenticity, Wendy brings a wealth of experience and sensibility to her audience.
 
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show series
 
Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser about clients entering the pre-retirement space for the first time, and the trigger events that can lead them there. Nicola Beswick XY: https://www1.xyadviser.com/members/4491332 Nicola Beswick Website: https://www.nicolabeswick.com/ To access Chal…
 
A life-threatening incident gave Tim Reynolds a new outlook on life, leading him to change career and take the leap into broking. We catch up with the director of Victoria-based brokerage, Accession Finance, to find out how he established and runs his leading independent brokerage. In this episode of Elite Broker, host Annie Kane talks to broker an…
 
Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from "The Best Possible Retirement" Research, exploring the satisfaction people feel in retirement and what's driving it. Jason Andriessen LinkedIn: linkedin.com/in/jasonandriessen CoreData Website: https://www.coredata.com.au/ To access Challenger’s thought leadership, …
 
Lauren V Davis dropped an excellent talk at our virtual conference back in March 2020 and she's back to share more about Instagram.Instagram is a great place to let people see the real you and help them buy into you as a person.Tune in to Lauren let us know the things that we can do to make the most of it and download her free guide with 100+ socia…
 
In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effect on 5 April 2021. They discuss why the reforms went ahead, what contractors and businesses should do to prepare and what the future holds for the contractor market.…
 
Based in northern New South Wales just shy of the Queensland border, when COVID hit last year and borders were closed, for 8 weeks Jo Croft was unable to drive to her Brisbane office to see staff and clients. They say necessity is the mother of invention, and Jo had to find a new way to keep the business running. And do it fast. Suffice to say, Jo …
 
Our guest on this episode is Rohan Sivajoti. Rohan is one of the movers and shakers in UK financial advice. He founded the financial planning firm Postcard Planning, and is also one of the founders of NextGen Planners — a community for best practice in the profession.Whether you’re just starting out or you’re looking to take your firm to the next l…
 
On this episode, we provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (5:32) | Lil Nas X faces backlash for his controversial “Montero” video (16:36) | Bamby H2O talks about why the video for his “Over It” song was banned in the UK (Per a BBC News report) (3…
 
Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees’ transition into retirement through changing their mindset. Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/ Prosperity Planning We…
 
Demand for property and the services of brokers has skyrocketed during COVID, as Australians embrace remote working and look to purchase property in more affordable locations outside of the concrete jungles. In this episode of In Focus, host Annie Kane is joined by Toowoomba-based Mortgage Choice broker Julian Collins and Mortgage Choice’s general …
 
Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series by discussing his tips for helping clients transistion smoothly into retirement. Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Financial Edge Group Website: https://www.financialedgegroup.com.au/ To access Challenger’s thought leader…
 
Google, Facebook, Trustpilot, Feefo, Reviews.io, Vouched For ... the list goes on!It's no surprise we're often asked which is the best reviews platform. There's also some debate on when's the best time to ask for a review.As usual, the answer is "It depends..." So listen in as we deep dive on all things reviews.…
 
To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They reflect on the series as a whole and discuss their goal to provide sustainable bionic advice - which successfully merges both digital and face-to-face advice. Jason Nyilas LinkedIn: https://www.linkedin.com/in/jasonnyilas/ Con Koromilas Li…
 
Commercial property has become an increasingly popular asset class, given a combination of high yields and low interest rates on commercial mortgages. We find out more about the market from Scott O’Neill, director of Rethink Investing and Rethink Financing. In this episode of In Focus, host Annie Kane sits down with the founder and director of buye…
 
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice. Hayley Knight XY: https://www1.xyadviser.com/members/2845489 Contract Paraplanning Services Website: https://www.contractpps.com.a…
 
Content is much easier to create when you follow some structure. We all know how important great content is, but it's so time-consuming at the best of times.And we don't want to spend a load of time creating something that isn't going to have any impact.So after randomly meeting on Clubhouse and an entertaining chat we found that Amanda Brown could…
 
Online investment scams are on the rise, and there is an ongoing debate about who is responsible for taking them down.In this edition of the New Model Adviser podcast, reporter James Fitzgerald speaks with Tim Fassam, who is director of government relations at the Personal Investment Management & Financial Advice Association (Pimfa)Fassam tells Fit…
 
Best by name, and by nature. Right now, Kirsty Best from Living Home Loans is seeing the business achieve personal best settlement volumes, as she and her husband Andrew take full advantage of the booming property market. Currently writing $6M / month with a view to doing more, Kirsty brings her life skills and financial acumen to fore to deliver a…
 
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients. James Wortley XY: https://www1.xyadviser.com/members/2809319 EFS Mackay Website: http://efsmackay.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/e…
 
The mortgage and property market have both been growing rapidly this past year, with property prices and mortgage volumes setting new volume records month-on-month. In this episode of In Focus, host Annie Kane is joined by Grace Ormsby, news editor of our sister brand Real Estate Business, to discuss the trends that real estate agents have been see…
 
On this episode, we provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (6:44) | What is causing the recent shift in the way artists view the Grammy awards? (23:46) | As a creative, should owning your masters be a deal-breaker when negotiating with record labe…
 
Michael is the Founder of Human to Human. Fed up with the "shiny object syndrome" that comes with most business seminars, Michael talks about his methods for helping businesses successfully implement effective strategies. Michael Back XY: https://www1.xyadviser.com/members/2243422 Human to Human Website: https://humantohuman.com.au/ To connect with…
 
In the final part of the complex let series Alex sits down with Tina Long and Anna Asbury from Market Harborough Building Society.In this episode you'll hear:What is meant by complex let in the market? And what does it mean to MHBS?What is the availability of mortgages like for complex let?What types of complex income types could this include?What’…
 
In this episode, reporter Laura Purkess talks to Chanelle Pattinson, a financial adviser at P&P Invest, about Chanelle's new support group for women under 30 within the NextGen Planners community and why she set it up. They also discuss what it's like attending industry events as a young woman and what event organisers can do to make attendees feel…
 
If you’ve ever had a husband, wife or significant other who has contributed to your business in a small or big way, you’ll love this episode with Jo Violeta. Jo is the marketing manager at Violeta Finance. By proxy of her husband Carl being the broker, Jo has focused on driving initiatives that have helped build Carl’s profile, the brand presence a…
 
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client user experience, and explains the Buyer's Journey Framework. Michael Lawes XY: https://www1.xyadviser.com/members/2858774 Affinia Website: https://www.affinia.com.au/ To connect with your local Aberdeen Standard BDM visit https://ww…
 
As the senior finance specialist at the mortgage broking arm of end-to-end property business Coronis, Mat Crossley is a specialist in working with clients and real estate agents alike. In this episode of Elite Broker, host Annie Kane talks to broker and senior finance specialist at Coronis Mortgage & Finance, Mat Crossley, to learn how the property…
 
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up through technology, and how he developed Map My Plan to help clients to make a well informed financial decisions. Paul Feeney XY: https://www1.xyadviser.com/members/3990927 Map My Plan Website: https://www.mapmyplan.com.au/ To connect with your local Aberdeen…
 
In this week’s podcast episode we discuss the opportunities on Google when it comes to complex let cases.You’ll hear the number of Google searches for:Listed propertiesMulti-unit propertiesForeign currencyFirst-time landlordsHoliday letsOlder borrowersWe’ll also share as much advice, hints and tips as possible if you’re planning on attracting more …
 
In this edition of the NMA podcast, reporter James Fitzgerald speaks with Anthony Morrow, founder of Manchester-based digital advice firm Openmoney.Morrow tells Fitzgerald that the FCA is right that digital advice is the way forward, and has proven its value after every financial adviser in the country was forced to work remotely - and therefore pr…
 
Straight up, that headline is definitely correct, though it’s one of a few titles Sarah Wells uses to describe how she delivers service. With a large portion of her clientele being medical professionals, Sarah has become their trusted advisor to give them the clarity, advice and confidence to achieve their goals. Or, as Sarah calls them, to get the…
 
Judith is the Keynote Speaker at Judith Beck Consulting and author of "No Sex at Work". She and Fraser discuss scaling up through staff, and how to behave like the top 10%. Judith Beck LinkedIn: https://www.linkedin.com/in/judith-beck-6097234/ Judith Beck Website: https://www.judithbeck.com.au/ To connect with your local Aberdeen Standard BDM visit…
 
Shore Financial broker Christian Stevens has only been in broking for a few years, but in that time, he has successfully harnessed social media to become the “most viewed broker” in Australia. We find out how he did it. In this episode of Elite Broker, host Annie Kane catches up with Christian to find out how he went from nightclub promotion to bro…
 
On this episode, we provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (6:32) | Drake - Scary Hours 2 (Review) (16:23) | What are some of the best and worst Drake/Rick Ross collaborations? (24:13) | Who are some of the best tandems/collaborators in Hip-Hop hi…
 
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and leveraging data and information to unlock dormant financial potential. David Pettit XY: https://www1.xyadviser.com/members/6329186 PictureWealth Website: https://picturewealth.com/ To connect with y…
 
Tom & Alex delve through some stats when it comes to Google searches on mobile phones. Is the mobile search market still growing? Do people still search on desktops and tablets too?Are people using smart speakers like Alexa to search?Can consumers actually use their mobiles more than they do now and is the use of tablets declining?…
 
Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the UK, businesses are having to adapt to the future. Alex Monk, co-manager of the Schroder Global Energy Transition fund, explains what this means for investment portfolios. We discuss t…
 
In this episode, NMA reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about some of the biggest announcements in the 2021 Budget, including freezing the lifetime allowance and income tax thresholds, hiking corporation tax for bigger businesses to 25%, extending the stamp duty holiday and re-introducing 95% mortgages.…
 
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She returns to the XY Podcast to chat about scale through critical thinking and strategic business planning. Sue Viskovic XY: https://www1.xyadviser.com/members/2937464 Elixir Consulting: https://elixirconsulting.com.au/ To connect with your …
 
After having worked in banking and financial planning, Brighter Finance’s broker and podcaster Marcus Roberts made the move into brokers four years ago and hasn’t look back. In this episode of Elite Broker, host Annie Kane sits down with Marcus to find out why he made the move into this channel, how he set up his brokerage and operates his one-man …
 
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first installment in the Scale Up Series, Natasha shares her story from leaving war-torn Yugoslavia to becoming a Financial Adviser, and how she believes in "values based advice" versus the standard goals based advice. Natasha Janssens XY: https://www1.xyadvi…
 
Friend of the show Ash Borland joins us this time to chat through his experiences with Tik Tok and Clubhouse.We'll of course share some top tips for both platforms and whether you should adopt them as part of your marketing plans.על ידי Alex Curtis, Ash Borland
 
Many a broker has ventured into the 1-to-many business model, but they don’t all come out alive. In this interview, Rose de Rossi shares how, in collaboration with her business partner Tracey Lea Gilbert, they have built a successful sub-aggregation group that expands their impact and grows their bottom line. And they aren’t done just yet. As Rose …
 
In this latest episode of the New Model Adviser podcast, reporter James Fitzgerald speaks with Ben Hammond, platforms director at Altus Consulting. They speak about the inner workings of recent private equity deals for platforms, and what recent takeovers mean for platforms’ staff, advisers and clients. Hammond tells Fitzgerald that Platforms have …
 
Renato Mota is the CEO of IOOF. Renato believes that the advice industry would benefit from broadening what exactly the interpretation of what advice is, and then leveraging technology to deliver that in a more scalable, affordable way. Renato Mota LinkedIn: http://linkedin.com/in/renatomota IOOF Website: https://www.ioof.com.au/ This podcast is br…
 
The biggest and most productive brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2021, partnered by NAB. We reveal who made the ranking. The financial year 2020 must be one of the strangest on record, with COVID-19 impacts affecting many businesses and business finance but also seeing a boom in mortgage activity…
 
On this episode, we provide our much needed ill-advised commentary on topics that we feel people should be discussing within the culture! Episode Topics Include: (4:52) | 'Judas and the Black Messiah' (Movie/Soundtrack Review) (13:42) | Are snippets doing more harm than good this year? (21:30) | The historical overlap between music and sports (31:0…
 
Joe runs Stephan Independent Advisory along with his brother, James. Joe believes he is having a "Midlife Breakthrough", as he has recently adopted the more creative side of financial advice. Joe Stephan XY: https://www1.xyadviser.com/members/4623516 Stephan Independent Advisory Website: https://www.siadvisory.com.au/\ It's Never About Money Podcas…
 
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