Ensombl Advice Australia
921 episodes - English - Latest episode: 11 days ago -Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Episodes
#452 Rachael Holder
July 03, 2024 13:00 - 32 minutes - 36.4 MBRachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances. Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/ Tribeca Financial Website: https://www.t...
Engine Room Podcast #39 - Jonathan Elliot
July 01, 2024 13:00 - 1 hour - 92.3 MBJonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia. Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SBA Website: https://www.collinssba.com.au/ PRISM: https://public.prismbrainmapping.com/ Peloton Partners: https://www.pelotonpartners.com.au/ ...
AdviceTech Podcast #89 - Finura Group
June 27, 2024 13:00 - 39 minutes - 44 MBIn this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Finura Group Website: https://finuragroup.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at ...
#451 Laura Kelly
June 26, 2024 12:09 - 33 minutes - 37.4 MBLaura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency. Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/ Securinvest Financial Group Website: https://sifs.com.au/ This episode is proudly sponsor...
Engine Room Podcast #38 - Sam Perera
June 24, 2024 13:00 - 58 minutes - 64.9 MBIn this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being. Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/ Russell Collins: https://rics.c...
AdviceTech Podcast #88 - Simply Advice Websites
June 20, 2024 13:00 - 42 minutes - 47.5 MBIn this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement. Jacqueline Barton LinkedIn: https://www.linkedin.com/in/jacqueline-barton/ Simply Advice Websites: https://advicewebsites.com.au/ Patrick Gardner LinkedIn: https://www.li...
#450 Phil Thompson
June 19, 2024 13:00 - 28 minutes - 32.6 MBPhil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing. Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/ Skye Wealth Website: https://www.skye.com.au/ This epis...
Addressing Client Affordability Concerns in Insurance #1
June 18, 2024 13:00 - 44 minutes - 48.7 MBIn this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting. Sandra Miller LinkedIn: https://www.linkedin.com/in/sandra-miller-58509a1/ Halstead Financial Services ...
Addressing Client Affordability Concerns in Insurance #2
June 18, 2024 12:40 - 47 minutes - 51.8 MBIn this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised outreach and education. Iain Jeffery LinkedIn: https://www.linkedin.com/in/iain-jeffery-43414214/ Wealthpoint Financial Planning Website: https:...
Addressing Client Affordability Concerns in Insurance #3
June 18, 2024 12:20 - 36 minutes - 40.1 MBIn this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes. Adam French LinkedIn: https://www.linkedin.com/in/adampaulfrench/ Dr. Jeffrey Scott LinkedIn: https://www.linkedin.c...
Addressing Client Affordability Concerns in Insurance #4
June 18, 2024 12:00 - 37 minutes - 41.4 MBIn this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages. Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ To learn more about MetLife 360Health, speak to your local Sal...
Engine Room Podcast #37 - Iain Rogers
June 17, 2024 13:00 - 1 hour - 72.6 MBIn this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and knowledge in the industry. Iain Rogers LinkedIn: https://www.linkedin.com/in/iainrog/ Nestworth Website: https://nestworth.com.au/ Visit The...
Investment Podcast #13 - Residential Real Estate
June 16, 2024 13:00 - 37 minutes - 41.6 MBIn this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to homeownership, and our experts explore these new options – the benefits and potential pitfalls, as well as access paths for investors. Bi...
AdviceTech Podcast #87 - LivePreso Advice
June 13, 2024 13:00 - 43 minutes - 49.1 MBThis week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time. Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/ LivePreso Website: https://www.livepreso.com/advice Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits yo...
#449 Robert Rich
June 12, 2024 13:00 - 39 minutes - 44.4 MBRobert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships. Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/ Unite Wealth Website: https://unitewealth.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240613 Join the ...
Engine Room Podcast #36 - Jerry Kalogeropoulos and Philip Taaffe
June 10, 2024 13:00 - 1 hour - 91.1 MBIn this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life. Jerry Kalogeropoulos LinkedIn: https://www.linkedin.com/in/jerrykalogeropoulos/ Philip Taaffe LinkedIn: https://www.linkedin.com/in/philip-taaffe/ ...
AdviceTech Podcast #86 - Retrac
June 06, 2024 13:00 - 45 minutes - 50.1 MBThis week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes. Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/ Retrac Website: https://www.retrac.com.au/ Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/ Patrick Gardner LinkedIn: https://www.linkedi...
#448 Joe Akiki
June 05, 2024 13:00 - 31 minutes - 36.5 MBJoe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale. Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/ Akambo Financial Group Website: https://www.akambofg.com/ This episode is proudly sponsored by Challeng...
Engine Room Podcast #35 - Amie Baker
June 03, 2024 13:00 - 1 hour - 77 MBAmie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Podcast: https://centsability.net....
Investment Podcast #12 - Longevity Risk
June 02, 2024 13:00 - 41 minutes - 46 MBIn this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are ...
AdviceTech Podcast #85 - Redefining the Delivery of Financial Planning Services Using Research
May 30, 2024 13:00 - 37 minutes - 42.8 MBIn this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Platformplus Website: https://platformplusams.com.au/ Revising Data Collection Methodology...
#447 Jordan Vaka
May 29, 2024 13:00 - 28 minutes - 32.6 MBJordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience. Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/ PlanningSolo Website: https://www.planningsolo.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530 Joi...
AdviceTech Podcast #84 - FinTalkr
May 23, 2024 13:00 - 56 minutes - 63.9 MBIn this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time. James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://fintalkr.com/ German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd...
#446 Stephen Price
May 22, 2024 13:00 - 37 minutes - 43.9 MBStephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events. Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/ Integer Financial Group Website: https://www.integerfg.com.au/ Leveraged MD Website: https://www....
Investment Podcast #11 - Active ETFs
May 19, 2024 13:00 - 46 minutes - 53.2 MBThis episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable th...
AdviceTech Podcast #83 - Kiandra
May 16, 2024 13:00 - 1 hour - 76.3 MBThis week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness". Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/ Kiandra Website: https://www.kiandra.com.au/ Working Prototype Initiative: https://www.kiandra.com.au/working-prototype Notud: https...
#445 Anthony McInnes
May 15, 2024 13:00 - 37 minutes - 42.9 MBAnthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings. Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516 Join the Ensombl platform: App Store: http://www.enso...
The Growth Formula #1
May 14, 2024 13:00 - 36 minutes - 40.7 MBIn this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions. Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ For more information on practice management, ple...
The Growth Formula #2
May 14, 2024 12:45 - 36 minutes - 41 MBIn this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry. Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/ Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ ...
The Growth Formula #3
May 14, 2024 12:30 - 37 minutes - 43 MBIn this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach. Devan King LinkedIn: https://www.linkedin.com/in/devan-king/ Ikigai Wealth Website: https://ikigaiwealth.com.au/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ For more information on practice management, plea...
AdviceTech Podcast #82 - RetireMap
May 09, 2024 13:00 - 47 minutes - 52 MBIn this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients. Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Retiremap Website: https://retiremap.com.au/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits ...
#444 Stefan Angelini
May 08, 2024 13:00 - 36 minutes - 41.5 MBStefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry. Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/ Angel Advisory Website: https://www.angeladvisory.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509 J...
Investment Podcast #10 - Private Credit
May 05, 2024 13:00 - 44 minutes - 49.2 MBWith re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and out...
AdviceTech Podcast #81 - MOAS
May 02, 2024 23:05 - 50 minutes - 55.1 MBThis week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience. Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/ MOAS Website: https://moasapp.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patr...
#443 Abigail Gatling
May 01, 2024 13:00 - 38 minutes - 43 MBAbigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction. Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/ Crisp Communications Co Website: https://crispcomms.co Creativity: Uncovered podcast: https://crispcomms.co/creativity-uncovered This episode is proudly...
Impact Investing #1
April 30, 2024 12:45 - 29 minutes - 33.1 MBIn this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing. Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/ To learn more about I...
Impact Investing #2
April 30, 2024 12:30 - 39 minutes - 45.5 MBKaren sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact. Justin Medcalf LinkedIn: https://www.linkedin.com/in/justinmedcalf/ Ethinvest Website: https://www.ethinvest.com.au/justinmedcalf Tim Fitzpatrick LinkedIn: https://ww...
Impact Investing #3
April 30, 2024 12:15 - 37 minutes - 43.5 MBIn this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers. James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInves...
Impact Investing #4
April 30, 2024 12:00 - 33 minutes - 37.9 MBIn this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris Lang, Financial Adviser and Director of Ethical Choice Investments. They talk about how impact investing has evolved from a niche concept to a more mainstream approach, how impact investing and environment investing are not one and the same, and the different areas clients can have a positive impact on. Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/ Chris Lang...
AdviceTech Podcast #80 - Employment Hero
April 25, 2024 13:00 - 38 minutes - 42.2 MBIn this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice through automation and partnerships. Emily Shurey (M) LinkedIn: https://www.linkedin.com/in/playfulmarketing/ Employment Hero Website: https://empl...
#442 Josh Derrington
April 24, 2024 13:00 - 34 minutes - 39.4 MBJosh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their investment philosophy and process. Josh Derrington LinkedIn: https://www.linkedin.com/in/josh-derrington-43720158/ Alvia Partners Website: https://a...
Engine Room Podcast #34 - Unpacked
April 22, 2024 13:00 - 1 hour - 69.5 MBIn this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock Wealth Website: https://sherlockwealth.com/ Peloton Partners: https://www.pelotonpartners.com.au/ Visit The Adviser Portal and partner wi...
Investment Podcast #9 - Fixed Income: Innefficiencies and Duration
April 21, 2024 13:00 - 48 minutes - 55.7 MBIn this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to ...
AdviceTech Podcast #79 - MoneyMind Profile
April 18, 2024 13:00 - 37 minutes - 41.6 MBThis week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ MoneyMind Profile Website: https://www.moneymindprofile.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick...
#441 Joel Gleeson and Paul Cupic
April 17, 2024 13:00 - 26 minutes - 29.6 MBIn this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year. Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/ First Financial Webs...
Engine Room Podcast #33 - Thabojan Rasiah
April 15, 2024 13:00 - 1 hour - 112 MBThabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future of the industry. Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/ Rasiah Private Wealth Management Website: https://www.r...
AdviceTech Podcast #78 - Content Snare
April 11, 2024 13:00 - 42 minutes - 46.7 MBThis week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools. James Rose LinkedIn: https://www.linkedin.com/in/jamesrose0/ Content Snare Website: https://contentsnare.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patr...
#440 Tom McDonald
April 10, 2024 13:00 - 48 minutes - 53.4 MBTom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business. Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/ Cardena Website: https://www.cardena.com.au/ Join the North Retirement Space on Ensombl. https://ensombl...
Engine Room Podcast #32 - Drew Meredith
April 08, 2024 13:00 - 1 hour - 68.1 MBDrew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations. Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/ Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly ...
AdviceTech Podcast #77 - FinMate AI
April 04, 2024 12:00 - 39 minutes - 44.4 MBThis week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features. Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/ ...