Ensombl Advice Australia

Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy in the next generation, along with the need to improve the level of diversity that exists. Jenny Rolfe-Wallace LinkedIn: https://www.linkedin.com/in/jenny-rolfe-wallace-948268107/ Sprout Education Website: https://sprouteducation.com.au/ For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 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/

David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to talk about delegating decision making to your leadership team to maximise focus in your practice. David Dugan LinkedIn: https://www.linkedin.com/in/david-dugan-business-coach-mentor-brisbane/ Abundance Global Website: https://www.abundance.global/ For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 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/

This week we cover the Chinese economy expansion, the German Producer Price Index, the RBA minutes, NTD, Ramsay Health Care and Netflix. 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/

Joris, also known as "The Plateau Hacker", is a Speaker, Trainer and Mentor. He and Jess talk about how to improve our performance, our teams and ourselves, and why values and missions are not "nice-to-haves", but "must-haves". Joris Cuesta LinkedIn: https://www.linkedin.com/in/joriscuesta/ Joris Cuesta Website: https://www.joriscuesta.com/ For more information about Futurity visit http://www.futurityinvest.com.au/financial-adviser 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/

Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the advice industry, how his service solution has evolved over time, and how asking better questions of your clients leads to better outcomes. Matt Leech LinkedIn: https://www.linkedin.com/in/mattleech1/ Kofkin Bond & Co Website: http://www.kofkinbond.com.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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/

This week we cover US and UK Core Inflation Data, Australian Employment Data, IGO's bid for Western Areas, and The Morrison Consortium. 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/

Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial Advisers (AFA). He and Jess chat about his current roles and how he manages to successfully juggle his time between them. Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Website: https://www.pereracrowther.com.au/ AFA Website: https://www.afa.asn.au/ For more information on OpenInvest contact our team or follow us on LinkedIn. https://www.openinvest.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 start high-level as we discuss the evolving advice landscape, and how the difference between "thriving" or "surviving" is in the mental flexibility to see things with an entrepreneurial mindset. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.com/ Vince Scully Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ LifeSherpa Website: https://lifesherpa.com.au/ Nicola Beswick Senior Financial Adviser and Confidante at FMD Financial Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Pro Bono Advice Network: https://www.afa.asn.au/membership/pro-bono-financial-advice-network Nicola Beswick Website: https://www.nicolabeswick.com/ Greg Newman Head of Retail Distribution at HUB24 Greg Newman LinkedIn: https://www.linkedin.com/in/gregory-newman-74213638/ HUB24 Website: 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 second instalment we take a deep dive into mindset with Adele Martin. Adele created "The Money Mentor", which helps prospective clients prepare themselves for an ongoing advice relationship with a financial adviser. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Adele Martin Certified Financial Planner, Managing Director of Firefly Wealth and Founder of My Money Buddy Adele Martin XY: https://www1.xyadviser.com/members/2403682 Adele Martin Website: https://www.adelemartin.com/ 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/

Over the past few years Vince Scully has built an incredible business delivering cost-effective advice, and is continuing on that journey. In this episode we discuss if it's still possible to deliver cost-effective advice in the current environment, and how that's achievable. Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/ Vince Scully Financial Adviser, Author, Founder and Chief Sherpa at LifeSherpa Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ LifeSherpa Website: https://lifesherpa.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/