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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Enhancing Your Insurance Advice #2
November 28, 2023 11:40 - 51 minutes - 57.8 MBHayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of living pressures and increasing insurance premiums. Hayden White LinkedIn: https://www.linkedin.com/in/haydenwhite/ Poole and Partners Website: https://pooleandpartners.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/ To learn more about how TAL can support y...
Enhancing Your Insurance Advice #3
November 28, 2023 11:20 - 44 minutes - 48.9 MBIn this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claims experience to differentiate your client experience, including developing a clear claim process, and by maintaining positive communication with your clients. Alex Braun LinkedIn: https://www.linkedin.com/in/abraunlifeinsurancespecialist/ Halstead Financial Services Website: https://halsteadfs...
Enhancing Your Insurance Advice #4
November 28, 2023 11:00 - 35 minutes - 39.5 MBIn this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own mental health, and how they can help their clients in the event of a claim or stressful circumstance. Glenn Baird LinkedIn: https://www.linkedin.com/in/glenn-baird-1781a181/ TAL Australia Website: https://www.tal.com.au/ Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/ To ...
Engine Room Podcast #28 - Michael Bova and Belinda Dalton
November 27, 2023 12:00 - 1 hour - 89.1 MBIn this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to client onboarding and tech stack. Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Belinda Dalton LinkedIn: https://www.linkedin.com/in/belinda-dalton-603612146/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ The WID Factor: https://www.thewi...
AdviceTech Podcast #62 - Altiorem
November 23, 2023 12:00 - 48 minutes - 53.7 MBIn this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial advisors and their clients learn more about ethical investing and direct investments towards sustainability issues. Altiorem Website: https://altiorem.org/ Alexandra Brown LinkedIn: https://www.linkedin.com/in/ethicalinvest/ Curiosity Corner (Waterdo): https://waterdo.seekrtech.com/en/ Peita...
#424 Leanne Bielik
November 22, 2023 12:00 - 27 minutes - 31 MBLeanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing. Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/ 2020 Wealth: https://2020-wealth-pty-ltd.business.site/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231123 Join the Ensombl platform: App Store: h...
AdviceTech Podcast #61 - Paraplanner.ai
November 16, 2023 12:00 - 58 minutes - 62.3 MBThis week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool. Paraplanner.ai Website: https://www.paraplanner.ai/ Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/ Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Curiosity Corner (S...
#423 Nicola Beswick
November 15, 2023 12:00 - 40 minutes - 43.7 MBNicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need through her role as Chair of the Pro Bono Financial Advice Network. Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ Nicola Beswick Website: https://www.nicolabeswi...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #1
November 14, 2023 12:00 - 45 minutes - 49.5 MBIn this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals. Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/ Wealthyer Website: https://wealthyer.com.au/ Shachar Kariv...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #2
November 14, 2023 11:40 - 48 minutes - 54.2 MBIn this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included. Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/ Innovative Wealth Solutions Web...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #3
November 14, 2023 11:20 - 59 minutes - 66.1 MBIn this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice. Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/ Treysta Wealth Website: htt...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #4
November 14, 2023 11:00 - 35 minutes - 39.1 MBIn this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews. Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/ Financial Lifestyle Managers Website: https://flm.com.au/ Dean Ho...
Engine Room Podcast #27 - Unpacked
November 13, 2023 12:00 - 1 hour - 93.5 MBIn this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ RI Advice Website: https://rilowerhunter.com.au/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Lifebid Website: https://lifebid.com.au/ MBS Insurance Website: https://mbsinsurance.com.au/ Centaur Financial Services Website: https://centaurfinancial.com.a...
AdviceTech Podcast #60 - Microsoft 365
November 09, 2023 12:00 - 59 minutes - 67.4 MBIn this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot. Microsoft 365: https://www.microsoft.com/en-au/microsoft-365 The Wealth Network Website: https://www.wealthnetwor...
#422 John Cachia
November 08, 2023 12:00 - 37 minutes - 41.9 MBJohn is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions. John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making...
Engine Room Podcast #26 - Alysia Laird
November 06, 2023 12:00 - 52 minutes - 56.1 MBThis week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business. Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/ Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/ Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbar...
Investment Podcast #4 - Small Caps
November 05, 2023 12:00 - 41 minutes - 41.9 MBIn this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the sector. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/ James Whelan LinkedIn: https://www.linkedin...
AdviceTech Podcast #59 - The Cyber Collective
November 02, 2023 12:00 - 56 minutes - 62.6 MBThis week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data. Cyber Collective Website: https://www.thecybercollective.com.au/ Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ Curiosity Corner (Fake You): https://fakeyou.com/ Peita Diamantidis LinkedIn: https://www...
#421 Conaill Keniry
November 01, 2023 12:00 - 40 minutes - 45.2 MBConaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games. Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/ The Adviser Games Website: https://www.theadvisergames.com.au/ Discover how HOPE Housing is resh...
Engine Room Podcast #25 - Angie Menendez
October 30, 2023 12:00 - 55 minutes - 60 MBAngie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team. Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/ CBD Advisory Website: https://www.cbdadvisory.com.au/ ASVW Financial Services: https://asvwfs.com.au/ Real Business Matters: https://realbusinessm...
AdviceTech Podcast #58 - HeirWealth
October 26, 2023 12:00 - 45 minutes - 50.7 MBThis week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information. HeirWealth Website: https://www.heirwealth.com/ Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193 Curiosity Corner (Forgotify): https://forgotify.com/ Peita Diamantidis LinkedIn...
#420 Lionel O'Mally
October 25, 2023 12:00 - 43 minutes - 47.6 MBLionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice. Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/ Purpose Planning Website: https://www.purposeplanning.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and makin...
Engine Room Podcast #24 - David Haintz
October 23, 2023 12:00 - 47 minutes - 52.4 MBIn this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry. David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseral...
Investment Podcast #3 - Infrastructure
October 22, 2023 12:00 - 33 minutes - 36.3 MBHost James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hami...
AdviceTech Podcast #57 - Plutosoft Update
October 19, 2023 12:00 - 49 minutes - 47.3 MBThis week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future. Plutosoft Website: https://www.plutosoft.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/ Curiosity Corner (Data GIF Maker) website...
#419 Chris Young
October 18, 2023 12:00 - 44 minutes - 50.1 MBChris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent. Chris Young LinkedIn: https://www.linkedin.com/in/chrisyoungcyfa/ CY Financial Advice Website: https://cyfinancialadvice.com.au/ CIFAA Website: ht...
Wellness: A Key Foundation for the Practice of the Future #1
October 17, 2023 12:00 - 48 minutes - 53.1 MBIn this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Website: https://centsability.net.au/ Ryan Watson LinkedIn: https://www.linkedin.co...
Wellness: A Key Foundation for the Practice of the Future #2
October 17, 2023 11:40 - 47 minutes - 53.5 MBIn this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling. Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/ Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/ Purpose Advisory Website: https://purposeadvisory.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Vivo by MLC Lif...
Wellness: A Key Foundation for the Practice of the Future #3
October 17, 2023 11:20 - 40 minutes - 46.9 MBIn this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market. Tim Henry LinkedIn: https://www.linkedin.com/in/henrytim/ Aspire Planning Website: https://www.aspireplanning.com.au/ Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Vivo by MLC Life Insurance - Supporting you a...
Wellness: A Key Foundation for the Practice of the Future #4
October 17, 2023 11:00 - 43 minutes - 47.8 MBIn the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when they're performing optimally. Marshall Ross LinkedIn: https://www.linkedin.com/in/marshall-ross/ MLC Insurance Website: https://www.mlcinsurance.com.au/ Ryan Watson LinkedIn: https://www.linkedin.c...
Engine Room Podcast #23 - Unpacked
October 16, 2023 12:00 - 50 minutes - 54.7 MBIn this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most. Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Economics Scholarship Program. If you - or someone you know - would love to do the course to assist them to enter, re-enter and achieve leadership roles across financial services, but can’t afford the $2,5...
AdviceTech Podcast #56 - ProductRex Update
October 12, 2023 12:00 - 45 minutes - 44.3 MBIn this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the future. ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ Original ProductRex episode: https://ensombl.com/podcasts/advicetech7/ Curiosity Corner (Gametize) website: https://gametize.com/ Peita Diamantidis LinkedIn: https://ww...
#418 Rob Petrie
October 11, 2023 12:00 - 31 minutes - 32.1 MBRob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion. Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/ Akambo Financial Group Website: https://www.akambofg.com/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231012 Join the Ensombl platform: App Store: http:/...
Engine Room Podcast #22 - Hugh Robertson
October 09, 2023 12:00 - 56 minutes - 52.6 MBHugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team. Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/ Centaur Financial Services Website: https://centaurfinancial.com.au/ "The Flywheel Effect": https://www.jimcollins.com/concepts/the-flywheel.html "Mast...
Investment Podcast #2 - Fixed Income
October 08, 2023 12:00 - 46 minutes - 50.3 MBChris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rises, Fixed Income is primed to bounce back as the bedrock of many portfolios and strategies, but an expert hand is still needed to sort the heroes from the villains. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Chris Siniakov LinkedIn: https://www.linkedin.com/in/chris-siniakov-...
AdviceTech Podcast #55 - Word and Excel
October 05, 2023 12:00 - 1 hour - 71.5 MBThis week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes. Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/ Curiosity Corner (Pi): https://pi.ai/talk Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awa...
#417 Rich Abbey
October 04, 2023 12:00 - 34 minutes - 34.7 MBRich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches. Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231005...
Strategies to Creating Certainty in Retirement #1
October 03, 2023 12:00 - 50 minutes - 49.2 MBIn this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition. Jenny Brown LinkedIn: https://www.linkedin.com/in/jennybrownjbs/ JBS Financial Website: https://jbsfinancial.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ With Allia...
Strategies to Creating Certainty in Retirement #2
October 03, 2023 11:40 - 52 minutes - 53 MBIn this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases. James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/ Enlightened Financial Solutions Website: https://www.efsmackay.com.au/ J...
Strategies to Creating Certainty in Retirement #3
October 03, 2023 11:20 - 57 minutes - 53.8 MBIn this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement. Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/ Sonas Wealth Website: https://www.sonaswealth.com.au/ The SMSF Coach Website: https://smsfcoach.com.au/ Jamie M...
Strategies to Creating Certainty in Retirement #4
October 03, 2023 11:00 - 42 minutes - 41.4 MBIn this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing. Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/ Allianz Retire+ Website: https://www.allianzretireplus.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ With Allianz Retire+, it all adds...
Engine Room Podcast #21 - Drew Burden
October 02, 2023 12:00 - 1 hour - 68.9 MBDrew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry. Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/ MBS Insurance Website: https://mbsinsurance.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://www2.xyadviser.com/fshcwt Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: ...
AdviceTech Podcast #54 - Oko Adviser
September 28, 2023 13:00 - 1 hour - 64.1 MBThis week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process. Oko Adviser discount code: Ensombl10 Oko Adviser Website: https://www.okoadviser.com/ Tom Culver: https://www.linkedin.com/in/tomculver1 Curiosity Corner (McCrindle): https://mccrindle.com.au/ Peita Diamantidis Lin...
#416 Jeff Thurecht
September 27, 2023 13:00 - 43 minutes - 44.6 MBJeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has in the future of advice. Jeff Thurecht LinkedIn: https://www.linkedin.com/in/jeffthurecht/ Evalesco Website: https://evalesco.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230928 Join the Ensombl platform: App Store: http://www.ensombl.c...
Engine Room Podcast #20 - Brett Wright
September 25, 2023 15:28 - 46 minutes - 54 MBThis week, Andrew is joined by Brett Wright, Founder at Lifebid. They take a look at how the business came together, life insurance industry challenges and potential solutions, and integrating life insurance advice with other financial services products and the technology required to do so. Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ Lifebid Website: https://lifebid.com.au/ Crowdfund Link: https://www.strideequity.com.au/offer/lifebid-holdings-pty-limited ...
Investment Podcast #1 - REITs and Real Assets
September 24, 2023 13:00 - 48 minutes - 52.5 MBJames Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-4...
AdviceTech Podcast #53 - Finito
September 21, 2023 13:00 - 58 minutes - 56.4 MBIn this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians by connecting consumers with trusted financial experts. Finito Website: https://www.finito.com.au/ Thabojan Rasiah: https://www.linkedin.com/in/thabojanrasiah/ Matt Boyd: https://www.linkedin.com/in/matthew-boyd-vollie/ Curiosity Corner (Fathom): https://fathom.video/ Peita Di...
#415 Craig Keary
September 20, 2023 13:00 - 56 minutes - 61 MBCraig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success. Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230921 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/g...
Engine Room Podcast #19 - Glen Reilly
September 18, 2023 13:00 - 1 hour - 66.6 MBIn this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients. Glen Reilly LinkedIn: https://www.linkedin.com/in/glenreilly/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230919 Join the Ensombl platfor...
AdviceTech Podcast #52 - Moxo
September 14, 2023 13:00 - 1 hour - 63.9 MBThis week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo's digital interaction workspaces, and how it can reduce churn and increase client retention by streamlining processes. Moxo Website: https://www.moxo.com/ Moxo’s Regional Director - Australia & New Zealand - Fedja Selimovic: https://www.linkedin.com/in/fedjaselimovic/ Curiosity Corner (Airpano): https://www.airpano.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in...