Podcasts about salesforce financial services cloud

It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients? Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels. She’s so versed in the uncomfortable topic of Financial Abuse, she’s putting together a course together for the XY online training platform. Episode highlights: 2:45 – How you came to become so involved in financial abuse 5:14 – Signs of financial abuse 15:10 – What can Advisers do when they recognise financial abuse? 17:58 – Amanda’s course for the XY training platform 21:30 - When to refer to an Aged Care specialist and why Show Notes: Amanda Cassar LinkedIn - https://www.linkedin.com/in/amandacassar/ Amanda Cassar Website - https://amandacassar.com.au/ Wealth Planning Partners - https://www.wealthplanningpartners.com.au/ General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management. We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other Advisers are up to in their business. If you: -Have recently gone out on your own as a Financial Advisor -Are contemplating taking the leap of faith into self-employed life -Want to hear what other Advisers are doing in their business and career… …you’ll love this conversation with Grant Millar from Inspired Financial Planners. Grant joined the XY Community around the time he decided to set up his own advice business. He leans on the XY Community for support when he has a question and continually provides a tonne of value to others. Episode highlights: 2:05 – How you started your business from scratch 5:00 –The power of the XY Adviser Community 11:25 – Overcoming the ‘sales’ stigma as an Advisor 16:20 – Giving clients a new-found confidence with a cash flow offering 25:40 – What would you do different if you started again? 30:45 – How you found your niche 43:00 – XY Adviser advocating for tax deductible advice Show Notes:
 Inspired Financial Planners - https://www.inspiredfinancialplanners.com.au/ Grant Millar LinkedIn - https://www.linkedin.com/in/grant-millar/ The XY FB Group - https://www.facebook.com/groups/XYAdviser General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management. We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

A question we’ve been asking often is how do we make Financial Advice irresistible? We know the value that comes from having a great Adviser in your corner – so how are we articulating this as an industry to everyday Australians? Vanessa Stoykov from Evolution Media is doing just this by blending her love for storytelling with a desire to educate people on the power of sound Financial Advice, and it’s making an impact. Her debut novel ‘The Breakfast Club for 40-somethings’ and latest TV series ‘The Secrets of the Money Masters’ are just two items in her toolbox of strategies designed to highlight how important Financial Advice is and ultimately encourage more people to engage a great adviser. Episode highlights: 6:35 – Believing in the power of Advice 6:50  –The Secrets of the Money Masters 15:40 – Is the face-to-face business model dead? 17:50 – Unintended consequences of the Royal Commission 28:05 – Financial coaches and charging retainers Show Notes: Vanessa Stoykov - https://vanessastoykov.com Vanessa Stoykov LinkedIn - https://www.linkedin.com/in/vanessa-stoykov-a9b1741/ The Breakfast Club for 40-Somethings - https://vanessastoykov.com/book/ Evolution Media - https://www.evolutionmediagroup.com.au/ General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management. We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

Modern Advisers don’t use videos to sell their services, they use videos to highlight the feeling and emotion their services evoke. They use videos to build trust, and it’s working. Nick Lennox is the creative brain behind Udeo video and media. He works closely with Advisers helping them generate high quality content, convey their message and showcase their unique point of difference. Episode highlights: 10:05 – Why being in front of the camera can help you understand your why 12:55 – The power of client testimonial videos 15:45 – The most effective Adviser videos you’ve seen 25:10 – How to get comfortable in front of the camera 27:13 – How to repurpose and leverage client testimonial videos 31:00 – The mere exposure effect to build trust and credibility before a first meeting Show Notes: Nick Lennox LinkedIn - https://www.linkedin.com/in/nickjlennox/ Udeo Video & Media - https://www.udeo.com.au/ General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management. We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of your value proposition? What if you had the tools and skillset to help clients overcome a negative relationship with money? Lea Schodel fully transitioned from Financial Adviser to Certified Money Coach in June 2018. She’s the yoga teacher, wellness coach and creative entrepreneur blending health and financial wellbeing through her location independent business Mindful Wealth. In this episode, Lea shares her journey and explains how she’s using Money Coaching to help people take ownership of their financial decisions. Episode highlights: 9:45 – How are you blending yoga and financial coaching? 10:40 - Choice architecture and taking ownership of decisions 22:00 – Why there’s no scope for innovation in the current advice industry 27:40 - How can Advisers add money coaching to their offering in an over-complaint industry? 32:15 - What does your money coaching process look like? 44:30 – Understanding clients with money archetypes Show Notes: Lea Schodel LinkedIn - https://www.linkedin.com/in/leaschodel/ Mindful Wealth - http://themindfulwealthmovement.com Lea Schodel - http://www.leaschodel.com/ General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management. We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear about the stressful and often volatile journey they undertook to get there. Rohit Bhargava is the voice behind The Startup Playbook Podcast. He’s also seen both failure and success in his own business ventures. In this episode, Adrian from XY and Rohit explore the many facets of startup life including tech, relationship building, the power of community and overcoming adversity – all of which can be attributed to life as an Adviser or as an Advice business owner. Episode highlights: 8:20 – New ways of engaging your client base and prospects 11:40 – Some of the most interesting startup guests you’ve had on the show 19:20 – How adversity in business presents an opportunity 24:42 – The power of community when faced with adversity in business 27:53 – Relationship building versus transactional conversations Show Notes: Rohit Bhargava - https://www.rohitbhargava.co The Startup Playbook Podcast - https://www.startupplaybook.co Playbook Media - https://www.playbookmedia.com.au Youtube: https://www.youtube.com/channel/UCMaccqk-6dT9pBOKJ05GbYQ Twitter: @rohitbhargava7 IG: @rohit_bhargava General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Salesforce (https://bit.ly/Salesforce_XY). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) to help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management. We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

When asked whether technology will enable or challenge what Advisers do and how they service their clients, Peter Lalor (CEO of Money Brilliant) sums it up brilliantly when he says that tech will no doubt change what Advisers do, but this change will also bring with it fantastic opportunities. So if technology can be an enabler for Advisers, how can we make sure we’re utilising a suite of tech products which best compliments our unique value propositions? This episode is for the Adviser who wants to better understand the opportunities tech presents and how it can be used to give a sophisticated and intelligent client experience. Episode highlights: 7:40 – How Peter is teaming his professional career in Financial Services with his love for tech 16:10 – Open banking: Friend or foe? 18:00 – The consumer data right in Australia. What it is, how it affects our clients and the opportunities it presents. 28:40 – How Money Brilliant is doing the heavy lifting for Advisers who incorporate cash flow in their value proposition 33:15 – The benefit of integrating cash flow platform into CRM to create complete customer experiences 40:14 – What can Advisers do to speed up tech integration offered by providers Show Notes: Peter Lalor LinkedIn https://www.linkedin.com/in/peter-lalor-4a89aaa/ MoneyBrilliant https://www.moneybrilliant.com.au/ MoneyBrilliant and Salesforce https://youtu.be/UjeJdbV4goE General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by Salesforce (https://sfdc.co/XY). Blaze new trails to richer client relationships with the world's #1 CRM. We designed Salesforce Financial Services Cloud (https://sforce.co/2VHUx2Jto) help you make every interaction personalised through rich client profiles centred on personal goals and pivotal life events. You can nurture deeper relationships with proactive tracking and event alerts that remind you to reach out when clients need you most. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from the one connected platform. It's the world’s #1 CRM, reimagined for wealth management. We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

Today’s guest is the Director of Operations for Sequoia Financial Group, a hybrid RIA that manages more than $3.7 billion and spans four office locations. Shaun Kapusinski started out in the industry over fifteen years ago as a financial advisor selling life insurance, but made a shift early in his career to the operations side of the business. Since then, he has been able to grow his career by following an operations career track instead of the more traditional paths. In this episode, we talk about the organizational structure of his mega advisory firm, how they split apart a division of shared services, and why the firm is looking to make a shift to Salesforce Financial Services Cloud for their next stage of growth. We also talk about Shaun’s own unique career path, as well as why he believes that getting an MBA may be more valuable for those in the operations side. Tune in to hear Shaun’s valuable insight as he shares what he has learned throughout his impressive career. For show notes and more visit: https://www.kitces.com/47 

I met with Rohit Mahna, VP Financial Services Go To Market at Salesforce.com, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. During his keynote at the conference, Mahna offered a preview of Salesforce Financial Services Cloud, scheduled to be released […]