Podcast appearances and mentions of clayton daniel

This week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers. Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1 Ensombl CPD: https://ensombl.com/cpd/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

To me, it seems like only yesterday that XY Adviser - now Ensombl - changed the way the financial services industry engaged.   In truth, it's been nine years, and in this Masterclass I'll be speaking to founder Clayton Daniel about the journey to date and what's coming next. Clayton is someone I've always loved speaking to. His enthusiasm is contagious, his ambition is unbridled and his willingness to break new ground on behalf of the profession is utterly impressive.   In this podcast, we'll retrace the steps to where it began and understand the journey from XY to Ensombl and the lessons learned en route. We'll talk about how his role has evolved, the challenges along the way and where Ensombl is planning to drive change during the next stage of industry evolution.   Join me in what promises to be an enlightening journey into the cutting edge of advice in the digital age.   ================================================================= To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/   To know more about what I do, visit our website: https://audere.com.au   Follow me on: LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/ Twitter: https://twitter.com/stew_bell Instagram: https://www.instagram.com/stew_bell/   Listen to The Finnovator Podcast on iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719 Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0   #auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #fintech

This week, Louis is joined by Clayton Daniel, CEO at Ensombl. They discuss his beginnings as an advisor, the journey to Ensombl, and how financial planning is the bridge between rational and emotional. Clayton Daniel Ensombl: https://app.ensombl.com/members/2189000 Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1/ For more information on PortfolioMetrix, reach out to our team, or visit our website: http://www2.xyadviser.com/kw3tsb Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. http://www2.xyadviser.com/jidft0 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss professional practices and profitability of clients with Jason Andriessen.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the future of advice delivery & paraplanning with Melanie Drago.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the advice profession, community & purpose with David Sharpe CFP®.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss disability claims with William Johns.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the beginnings of intelliflo & advice technology with Nick Eatock.

David joins us for a freestyle run through of all things markets. China reopening a moot point? The USD controls all things, EM value and Europe untouchable? (Or is it?) Clayton Daniel, XY Adviser also joins us for a walk through of a very interesting app for financial markets people.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Guest: Clayton Daniel, XY Adviser Duration: 15:25 Date: 11 December 2020   In another episode of “The Certainty Advice Podcast”, we continue to delve deeper into the outcomes of the Royal Commission into Financial Services and Banking three years ago. I speak with big picture commentator, experienced adviser and author, Clayton Daniel from XY Adviser. Together we discuss ‘big picture’ issues such as, did the Royal Commission get the job done? Is consumer sentiment towards the financial giants at an all-time low? And how long will it take until we have an industry that delivers valuable advice under new restrictions in a pandemic era? Clayton also touches on how technology will provide strong benefits for you in your financial life. So, welcome again to another episode of ‘The Certainty Advice Podcast’… enjoy!

"As the role of the adviser expands, the previous work and the previous roles are not diminishing, it's just additional work is being done." Clayton Daniel, Managing Director of XY Adviser - a social network for the advice industry, joins to share how he went from aspiring rockstar, to running his own advice business, to managing an online community for financial advisers. Clayton also discusses some of the trends he's seeing in this community including the expanding role of advisers, and what he has planned for the future of XY. 

In this episode, I talk to Kate Holmes from the United States.Kate has an inspiring story and she is on a mission.In 2013, Kate started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model for doing so, she quickly became featured in the media, is an InvestmentNews 40 Under 40 alumni and serves on CFP Board’s Women’s Initiative (WIN) Council.We talk about:Kate's origin storyIs there really a link between financial planning and financial coaching or is it two diverging pathsAll the signs Kate saw along the way that ultimately led to her starting her own practice and breaking away from her momHow she designed and finally launched Belmore Financial from scratch (p.s. we get into the nuts and bolts!)The problem with holistic financial planningBeing virtual, employing automation and technology, being lean, and keeping record in a virtual environmentKate's time at the Financial Planning Standards BoardHer new podcast, Innovating Advice, the only globally-focused show for financial advisers and financial plannersThe future of financial planning in the next 5 to 10 years according to KateLinks related to the episode:Connect with Kate on LinkedInInnovating Advice podcast website4 must-listen-to episodes Innovating Advice (visit the website to listen to the episodes or search your preferred podcasting platform for the show):Episode 1: IA001 Australia with Clayton Daniel of XY AdviserEpisode 6: IA006 Africa with Rufaro MuchekaEpisode 34: Evolve Or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary ListEpisode 35: Engaging Women In Finance: Shocking Research And How To Close The Gap with Dr Mara HarveyCheck out "Virtual Coffee with Francois" on YouTube.

In a rapidly changing financial planning landscape, the value of community is more apparent than ever before. Finding new and inventive ways to collaborate in order to grow your business could be what keeps you ahead of the curve. Thankfully, there is a community of 1,800+ Australian advisers doing just that. In this episode, we speak to Clayton Daniel, managing director of XY Adviser to get an inside look into what launched their national community of advisers, the journey to get where they are today, and what's involved in the platform reaching their ‘ultimate destination'. We get a sneak peek into how technical advancement will revolutionise the platform for advisers not only in Australia, but worldwide.  This episode will inspire you to think outside the box when it comes to pushing forward the evolution of advice, using creative and collaborative efforts to better yourself and the community.  Clayton gives us a few golden nuggets of advice, encouraging advisers to be more open and vulnerable with each other.  QUOTE: The facilitation of a mindset is super different on every platform Resources: To reach out to Clayton Daniel, please contact him via LinkedIn or Email. What You'll Learn From This Episode: How to turn your idea into a business  How to use Facebook Groups to your advantage How to use small networking events for maximum impact How to find the perfect platform for your message How to moderate your online communities The importance of being open and honest with peers The power of asking intelligent questions Why you shouldn't be afraid to dream big When is it the right time to seek outside investment for your idea How to know when to employ people to work in your community About Our Guest: Clayton Daniel is the managing director of XY Adviser with over 10 years of experience in the industry. Clayton spotted a gap in the industry during the time of FOFA, noting the need for better communication between advisers during the transitional period. From the early days of securing Brad Fox to speak at his not yet existent event, the XY Adviser community is now some 1,800 people strong, and has plans to expand to advisers all over the world. For more conversations with the thinkers and movers in the world of financial advice, go to Goals-Based Advice Podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com   Thanks for tuning in!

Clayton Daniel of XY Adviser in Australia joins the show to discuss driving the positive evolution of financial advice in Australia and around the world. Episode Notes Australia has gone through massive regulatory changes in a short amount of time and while the current road is bumpy, the outlook is positive and the bar of financial planning professionalism is being raised. You'll Learn Why almost 20% of financial advisers have left the industry in Australia over the last 12 months What a Royal Commission is and what it could mean if something similar happened in your country The journey and growth of XY Adviser and its resilient community How transitioning from commission-based advice to fee-for-service can benefit your clients Why the licensing structure in Australia creates a challenge for technology to serve advisers The value of creating a strong marketing campaign up front and using it to weed out the clients you don't want The cost of starting an advice practice in Australia (it'll blow your mind!) The challenges and opportunities for aspiring financial advisers in navigating the rapidly shifting landscape in Australia Guest Bio Clayton Daniel is an Australian-based former tax accountant and financial adviser, author of Fund Your Ideal Lifestyle and Managing Director of XY Adviser, which is focused on driving the positive evolution of financial advice through their social media platform for financial advisers and aligned professionals to learn and share from each other. Resources and Terminology Clayton Daniel's LinkedIn XY Adviser Website XY Adviser Twitter XY Adviser Podcast Ben Nash, Pivot Wealth Clayton's Book: Fund Your Ideal Lifestyle FOFA: Future of Financial Advice ASIC: Australian Securities and Investment Commission SOA: Statement of Advice Full show notes and transcript at: innovatingadvice.com/001

The guys are back with episode 21! First things first, Jimmy and Greg reminisce about former cub Rafael Dolis and his new signing with the Toronto Blue Jays (0:46). Then, Jimmy and Greg bring back the very missed news and notes segment to give their thoughts on Nico Hoerner in the leadoff spot (6:49), update everyone on the Cubs Convention farm panel (13:05), Alzolay's changeup (16:55), and Rule 5 draftee Jerrick Suiter being converted to a pitcher (20:04), and the Clayton Daniel trade for Casey Sadler (25:40). Finally, they end with their thoughts on the Cubs prospects who made it on the 2020 MLB Pipeline list and possible players who could end up making the list in 2021 (30:48).

SHOW NOTES (www.mikejamesreid.com) Clayton Daniel is an entrepreneur, personal finance expert and author of ‘Fund Your Ideal Lifestyle: Buy time, fund new experiences, and keep more of what you worked for’. After selling his financial advice business in 2017, Clayton has since gone on to grow a thriving community of financial advisors called XY Advisors. Today XY advisors is one the leading education and events platforms for progressive advisors in Australia. In this episode we talk about relationships and how using the experiences of failed relationships has shaped the relationship he’s most proud of today.. Growing up, one of Clayton’s earliest ambitions was to be an actor, so he could escape the ‘small town’ he grew up in. We talk about how his upbringing has shaped his values and the life decisions he made along the way. In this episode, Clayton shares why he actively pursues dichotomies in his life and why the deepest learning exists in them. From spending time as a rockstar, to a server in church, to an army officer and beach bum surfer; Clayton shares the dichotomies at each stage of his journey and what he learnt from them.   Episode Highlights How he feels when someone asks him the question what do you do? How growing up in the country has influenced his values today The dichotomies of wanting to build an empire plus a great family life Why fear is his primary motivation in business and how he harnesses it. Why we’re so much luckier than we ever appreciate. Why you should pursue dichotomies and gain your greatest lessons at the edges of the things you do in life.   Resources: XY Advisor Fund Your Ideal Lifestyle Clayton Daniel Dent Global is launching in Toronto in 2019. Visit www.mikejamesreid.com to learn more and grab a copy of the Revised Edition of the book, Key Person of Influence by Mike Reid & Daniel Priestley.

Micro-niching as a Financial Advisor; what is it and will it change Financial Services as we know it? Finn Kelly of Wealth Enhancers and Clayton Daniel of XY Adviser discuss the power of behavioural coaching and why Finn strongly believes ‘lifestyle planning’ is no longer just optional, but should should be an essential part of an Advisor’s value proposition. Wealth Enhancers are hosting their (possibly last) Coaching Academy in a few weeks (6-8 May in Sydney). There’s still time to register and learn how to become a great coach for the biggest demographic of people in the world: Info: https://wealthenhancers.com/coaching-academy/ Tix: https://wealthenhancers.typeform.com/to/vJRIDU Episode highlights: 5:00 – Behavioural coaching and being a lifestyle planner 7:00 – Micro-niching 11:30 – What kind of tech are you using now compared to 5 years ago? 16:45 – It’s less about being an Advisor, and more about being a brand 29:00 – How did you upskill in behavioural finance? 30:30 – The WECA academy; what is it, how to get tickets. Show Notes: Finn Kelly LinkedIn - https://www.linkedin.com/in/finnkelly1/ Wealth Enhancers - https://wealthenhancers.com/ General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Clayton Daniel Entrepreneur and Financial Adviser Clayton Daniel, an Australian-based former tax accountant and financial adviser turned fintech investor and entrepreneur, author of #1 Amazon Bestseller ‘Fund Your Ideal Lifestyle’, co-founder of XY Adviser, and CEO of Sprout Superannuation.

XY Adviser started when a handful of curious financial advisers wanted to know what others in the industry were doing and how they could improve their business practices. From just a couple hundred members to now etching towards 2,000 with an average active user rate of 70% each day, it’s obvious the Facebook Group (www.facebook.com/groups/xyadviser) is the heart and soul of what makes the XY community so great! In this podcast, Clayton and Adrian discuss how the community has evolved over time and give us a sneak peek at the biggest thing to hit XY in just a few weeks (hint: it will provide a crazy level of value for advisers!). The conversation also steers in other directions as they shoot the breeze on the best adviser business model, how to incorporate tech while still providing a high touch client experience, the benefit of having an initial consult fee and how advisers could incorporate ‘lifestyle management’ into their value proposition. Opinions, ideas, hacks and rants - this episode has it all. A big thank you and virtual high five goes out to our major partner HUB24 (www.hub24.com.au) and also to Centuria (www.centuria.com.au) for their support in helping us collectively drive our profession forward.

For those eagerly awaiting a smooth and sultry solo podcast from Clayton Daniel, unfortunately (or fortunately?!), thanks to Ben Nash you’ll have to continue waiting for that one. In this episode, Ben and Clayton shoot the breeze and give us an update on the XY Adviser community and discuss why this awesome group just might be the sanity check we all need as to where we, as advisers and the industry itself is headed. We especially loved the conversation around these topics: The astounding stats on XY’s group conversations (hint: it’s in the 4 digits) The compounding effects of fostering a community full of people dedicated to pushing our profession forward How to leverage the demand for direct consumer financial education The three types of clients and the biggest market gap The education debate and the impact this will have on advisers So what does the future of financial advice look like? Will more or less people seek out a financial adviser and what does the financial services profession look like in 10 years’ time? A big thank you to our major partner Zurich and also to Sunsuper for the continued support.

Interviews by Clayton Daniel. Join us on this exciting episode with Steve Crawford, Financial Coach & Adviser at Experience Wealth to discuss Cash Flow and a lot more. Watch it here.

On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings to discuss about Dealer Groups. Listen here as they talk about how they are connecting people and bring bright ideas with those who provide it at a better cost, in better ways and with greater transparency.

Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher   In this episode of XY Live on Facebook Live, we have the folks of XY Live together with Nick Hake, General Manager, Partnerships & Campus AFA. This exciting Forum Chat is about exchanging ideas around education in the financial advice profession - is a degree a high enough benchmark?

Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession and make a bigger difference to the lives of our clients.

Interviews by Clayton Daniel and Ben Nash For this XY Live episode, we have Jade Eley from Hillross Adelaide. He will explain the outsourcing journey, the things he's learnt, how you can do it in your practice to get the best results.

For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the community.

Clayton Daniel shows how you can use the money and time you have today to fund your ideal lifestyle. More info. The post [Adulting B018] Fund Your Ideal Lifestyle ft. Clayton Daniel appeared first on Adulting.