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
#414 Silvia Wade
September 13, 2023 13:00 - 30 minutes - 29.4 MBSilvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the future of artificial intelligence within paraplanning practices. Silvia Wade LinkedIn: https://www.linkedin.com/in/silviawade/ Mutual Plans Website: https://mutualplans.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230914 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensomb...
AdviceTech Podcast #51 - Canva
September 07, 2023 13:00 - 1 hour - 73.3 MBIn this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva's design tools and templates to empower your business. Canva Website: https://www.canva.com/ Donna Moritz LinkedIn: https://www.linkedin.com/in/donnamoritz/ Socially Sorted Website: https://www.sociallysorted.com.au/ Curiosity Corner (Dynamic QR Codes/Hovercode): https://hovercode.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits...
#413 Maks Mashkivskyy
September 06, 2023 13:00 - 32 minutes - 31.3 MBMaks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor. Maks Mashkivskyy LinkedIn: https://www.linkedin.com/in/maks-mashkivskyy-281937108/ CBD Advisory Website: https://www.cbdadvisory.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230907 Join the Ensombl platform: App Store: http://www.ensombl.com/apple ...
AdviceTech Podcast #50 - Feature: Automation v Client Experience
August 31, 2023 13:00 - 1 hour - 83.5 MBIn this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice. Pat Flynn's Website: https://patrickflynn.info/ Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/p...
#412 Jeffrey Bonnici
August 30, 2023 13:00 - 35 minutes - 35.4 MBJeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use. Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/ Grimsey Wealth Website: https://www.grimsey.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230831 Join the Ensombl platform: ...
28 AUG 2023 - Monday Market Highlights
August 27, 2023 13:00 - 6 minutes - 6.24 MBThis week we cover the Jackson Hole Economic Symposium, Global PMI data, Australian and New Zealand reporting season, Iress, IDP Education, Coles, EBOS, Auckland Airport, and Precinct properties. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http:...
AdviceTech Podcast #49 - Asendium Update
August 24, 2023 13:00 - 52 minutes - 52 MBThis week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year. Asendium Website: https://www.asendium.com/ Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ Original Asendium episode: https://ensombl.com/podcasts/advicetech24/ Curiosity Corner (Career Roast): https://6figr.com/career-roas...
#411 Michael Back
August 23, 2023 13:00 - 40 minutes - 42.1 MBMichael is a Business Coach and the Founder of Human to Human. He talks to James about how he got into the advice industry, how the engagement process works with clients, what makes for a good development plan, and how to bring more structure to your business. Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/ Human to Human Website: https://humantohuman.com.au/ Realise Program: https://humantohuman.com.au/realise/ Discover intelliflo for yourself by visiting https://enso...
A Guide to Investment Committees #1
August 22, 2023 13:00 - 1 hour - 70.1 MBIn this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success. Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ Mason Steven...
A Guide to Investment Committees #2
August 22, 2023 12:40 - 48 minutes - 52.1 MBAlex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process. Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/ Moran Partners Website: https://www.moranfp.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ Join the Ensombl platform: App Store: http://www.ensombl.com/appl...
A Guide to Investment Committees #3
August 22, 2023 12:20 - 52 minutes - 59.2 MBGreg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey. Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645 Allied Wealth Website: https://www.alliedwealth.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ Join t...
A Guide to Investment Committees #4
August 22, 2023 12:00 - 44 minutes - 43.2 MBIn this final episode, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de Maid, Investment Director at BlueRock. They talk over the benefits of utilising an outsourced CIO and how by bringing in external expertise, the committee is able to take advantage of different investment perspectives and give advisers in the business their time back. Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ Mason Ste...
21 AUG 2023 - Monday Market Highlights
August 20, 2023 11:58 - 4 minutes - 5.41 MBThis week we cover the RBA cash rate decision, Australian employment data, the RBNZ’s interest rate decision, US July FOMC minutes, Walmart, Carsales, Seek, and Contact Energy. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/g...
AdviceTech Podcast #48 - Impacter
August 17, 2023 13:00 - 46 minutes - 45.2 MBIn this episode, Peita is joined by Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, and how it can be used to increase business productivity, employee wellness and retention, and ensure diversity and inclusion. Impacter Website: https://financy.com.au/impacter/ Bianca Hartge-Hazelman LinkedIn: https://www.linkedin.com/in/biancahhfinancy Curiosity Corner (Futurepedia): https://www.futurepedia.io/ Peita Diamantidis LinkedIn: https://www.linkedi...
#410 Steve Sloane
August 16, 2023 13:00 - 31 minutes - 32.1 MBSteve is the Managing Director at Link Wealth Group. He and James talk about how his business went from just himself to now a team of about fifty, the adviser training academy they have built, and their social media marketing activities. Steve Sloane LinkedIn: https://www.linkedin.com/in/stevesloanefinadviser/ Link Wealth Group Website: https://www.linkwealth.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230817 Join the Ensombl platform: App Store: htt...
Engine Room Podcast #18 - Gil Gordon
August 14, 2023 13:00 - 1 hour - 89.7 MBGil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and Andrew chat about the genesis of his business, where the advice industry is going in the future, and why he decided to write his book on estate planning. Gil Gordon LinkedIn: https://www.linkedin.com/in/gordongil/ RI Advice Website: https://rilowerhunter.com.au/ Estate Planning For Life Website: https://estateplanningforlife.com.au/ "The Bugger Went and Died on Me" Book: https://www.rilowerh...
14 AUG 2023 - Monday Market Highlights
August 13, 2023 13:00 - 4 minutes - 4.74 MBThis week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG Private Equity. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General D...
AdviceTech Podcast #47 - Look Back
August 10, 2023 13:44 - 28 minutes - 26.7 MBIn this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech insights she's picked up along the way. You can send your AdviceTech questions and feedback to: https://www.speakpipe.com/PeitaD Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230811 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://ww...
#409 Jonathan Mannion
August 09, 2023 13:00 - 48 minutes - 42.4 MBIn this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss his advice process and how he's managed to structure a sustainable one-advisor business. Jonathan Mannion LinkedIn: https://www.linkedin.com/in/jonathonmannion/ Sandringham Wealth Website: https://www.sandringhamwealth.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230810 Join the Ensombl platform: App Store: http://www.ensombl.com...
7 AUG 2023 - Monday Market Highlights
August 06, 2023 13:00 - 5 minutes - 5.61 MBThis week we cover China dropping the Barley tariffs, the US Core PCE Index, the Michigan Consumer Sentiment survey, ISM manufacturing data, Suncorp, RMD, and TPG telecom. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google...
AdviceTech Podcast #46 - Lumiant
August 03, 2023 13:00 - 1 hour - 79.2 MBIn this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience. Lumiant Website: https://www.lumiant.io/ Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/ Curiosity Corner (AI Playground): https://sdk.vercel.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opport...
#408 Daniel Nel
August 02, 2023 13:00 - 36 minutes - 34.9 MBDaniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when transitioning from South Africa to Australia as a financial advisor. Daniel Nel LinkedIn: https://www.linkedin.com/in/danielnel/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230803 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Deskt...
Engine Room Podcast #17 - Belinda Marley-Wallace
July 31, 2023 13:00 - 50 minutes - 53.4 MBBelinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the hood of Evalesco, including their focus on client experience, pod system, tech stack, and maximizing the performance of their team. Belinda Marley-Wallace LinkedIn: https://www.linkedin.com/in/belindamarleywallace/ Evalesco Website: https://evalesco.com.au/ Encore Advisory Group Website: https://www.encoreadvisorygroup.com.au/ Performance Advisory Group Website: https://perform...
31 JUL 2023 - Monday Market Highlights
July 30, 2023 13:00 - 5 minutes - 4.86 MBThis week we cover the US PCE price index, Australian CPI data, the Bank of Japan, Megaport, and Macquarie Bank. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. 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 – ...
AdviceTech Podcast #45 - 3Lines
July 27, 2023 13:00 - 45 minutes - 44.4 MBIn this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools and features of the cloud based platform designed to simplify AFSL compliance, and finding the balance between commercial and compliance. 3Lines Website: https://3Lines.com.au/ Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/ Curiosity Corner (folk): https://www.folk.app/ Peita Diamantidis LinkedIn: https://www.linkedin.co...
#407 Daniel Jackson and Jennifer Laing
July 26, 2023 13:00 - 30 minutes - 29.7 MBThis week, James chats with Daniel Jackson and Jennifer Laing from Modern You Financial Planners. They discuss the transition from the professional year into advice, and working remotely. Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/ Jennifer Laing LinkedIn: https://www.linkedin.com/in/jennifer-laing-92549b1a7 Modern You Financial Planners Website: https://www.modernyoufp.com/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230...
24 JUL 2023 - Monday Market Highlights
July 23, 2023 13:00 - 5 minutes - 5.73 MBThis week we cover US earnings, UK CPI data, the Australian labour market, New Zealand CPI data, Flight Centre, Ampol, Northern Star, and Vulcan Steel. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://w...
AdviceTech Podcast #44 - Retiremap
July 20, 2023 13:00 - 46 minutes - 45 MBThis week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features and functions of Retiremap, and how it can be used by advisors to increase productivity and client engagement, and reduce overheads and data entry. Retiremap Website: https://retiremap.com.au/ Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Curiosity Corner (Machined): https://machined.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/i...
#406 Dawn Thomas
July 19, 2023 13:00 - 35 minutes - 34.5 MBDawn is a Financial Adviser at The Wealth Designers. She and James discuss finding your voice in the advice industry, showing up and being yourself, and taking ownership of your success. Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/ The Wealth Designers Website: https://twd.com.au/ Your Money Story Podcast: https://podcasts.apple.com/au/podcast/your-money-story/id1555980141 Discover intelliflo for yourself by visiting https://ensombl.com/go/20230720 Join the Ensomb...
Engine Room Podcast #16 - Ben Nash
July 17, 2023 13:00 - 1 hour - 69.3 MBBen is an author, Founder and Financial Advisor at Pivot Wealth. He joins Andrew to chat about starting Pivot Wealth, setting up the advice process for success, and what he's got planned for the future. Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth: https://pivotwealth.com.au/ Mo Money Podcast: https://podcasts.apple.com/au/podcast/mo-money/id1504054172 Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230718 Joi...
17 JUL 2023 - Monday Market Highlights
July 16, 2023 13:15 - 5 minutes - 5.81 MBThis week we cover Phillip Lowe stepping down as RBA Governor, US June inflation, the University of Michigan consumer sentiment, the NFIB business optimism index, UK employment data, the RBNZ interest rate decision, Viva Energy, Neuren pharmaceuticals, and Megaport. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. Join the Ensombl...
AdviceTech Podcast #43 - Scientiam
July 13, 2023 13:00 - 48 minutes - 47.5 MBThis week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, what the learning path was, and how they can help advisors give their clients easier access to advice. Scientiam Website: https://scientiam.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Curiosity Corner (EarlyBird): https://earlybird.im/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity ...
#405 Ellie Fordham
July 12, 2023 13:00 - 34 minutes - 34.6 MBEllie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely. Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/ Verse Wealth Website: https://www.versewealth.com.au/ FAAA Website: https://faaa.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230713 Join the Ensombl platform: App Store: htt...
Engine Room Podcast #15 - Ben Donald and Sian Shaw
July 10, 2023 13:00 - 59 minutes - 64 MBIn this week's episode, Andrew is joined by Ben Donald and Sian Shaw from Austbrokers Life. They deep dive into the key efficiency in the business, how they've structured their practice, and how they grow and strengthen their team. Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/ Sian Shaw LinkedIn: https://www.linkedin.com/in/sian-shaw-44358143/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Lifebid Website: https://lifebid.com.au/ Visit The Advis...
10 JUL 2023 - Monday Market Highlights
July 09, 2023 13:00 - 4 minutes - 4.97 MBThis week we cover RBA rates, US employment data, the ASX200, M&A activity, JLG, Suncorp, and Redox. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. 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....
AdviceTech Podcast #42 - Feature: Client Value Propositions
July 06, 2023 13:00 - 41 minutes - 42.5 MBThis week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world of advicetech when it comes to the client value proposition. Netwealth Website: https://www.netwealth.com.au/web/advisers/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230707 Join the Ensombl platform:...
#404 Ben Neilson
July 05, 2023 13:00 - 33 minutes - 34.6 MBBen is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working on a thesis that looks at the barriers to accessing financial advice. Ben and James discuss the findings of his research, and why advisors should be moving towards a model of self-development. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Neilson & Co Wealth Website: https://www.neilsonwealth.com.au/ Discover intelliflo for yourself by visiting https://ensombl...
Engine Room Podcast #14 - Unpacked
July 03, 2023 13:00 - 42 minutes - 48.6 MBIn this installment of the Engine Room Unpacked, Andrew and Dean revisit the next handful of episodes and highlight the standout elements that impressed them the most. Pride Advice Website: https://prideadvice.com.au/ BBFP Website: https://www.bbfp.com.au/ Echelon Front Website: https://echelonfront.com/ Yarra Lane Website: https://www.yarralanegroup.com.au/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ WealthShore Website: https://www.wealthshore.com.au/ Visit The ...
3 JUL 2023 - Monday Market Highlights
July 02, 2023 13:00 - 5 minutes - 5.59 MBThis week we cover Australian CPI data and retail sales, Collins Foods, Harvey Norman, Wallgreens, and Nike. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes. 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 – http...
AdviceTech Podcast #41 - Aged Care Steps
June 29, 2023 13:00 - 1 hour - 57.8 MBIn this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss the tools and resources that Aged Care Steps provides to advisors, and how they can be utilised to build stronger relationships with clients who are transistioning to the next stage of life. Aged Care Steps Website: www.agedcaresteps.com.au Louise Biti LinkedIn: https://www.linkedin.com/in/louise-biti-a662607/ Curiosity Corner (Rows): https://rows.com/ai Peita Diamantidis Linked...
#403 Bruce Madden
June 28, 2023 13:00 - 37 minutes - 38 MBBruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to communicate better with your audience, and the difference between advice reputation and advisor reputation. Bruce Madden LinkedIn: https://www.linkedin.com/in/bruce-madden/ Madden & Assoc. Website: https://madden.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230629 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.en...
Engine Room Podcast #13 - Tim Benson
June 26, 2023 13:00 - 45 minutes - 49.3 MBTim is the Managing Director at Infinity Financial Consultants. He and Andrew chat about his journey from employee to boss, the tools he's currently using, and building a rewarding and flexible team environment. Tim Benson LinkedIn: https://www.linkedin.com/in/tim-benson-25836042/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230627 Join the Ensombl platform: App Stor...
26 JUN 2023 - Monday Market Highlights
June 25, 2023 13:00 - 5 minutes - 5.31 MBThis week we cover the US stock market decline, the Bank of England interest rate hike, UK inflation, European flash PMI data, Flight Centre, Fletcher, and EROAD. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230626 and subscribe so you don’t miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Dis...
AdviceTech Podcast #40 - Care & Living with Mercer
June 22, 2023 13:00 - 1 hour - 60.3 MBThis week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey. Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/ Curiosity Corner (Streamyard): https://...
#402 Trish Gregory
June 21, 2023 13:00 - 44 minutes - 44.2 MBTrish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Fox & Hare Website: https://foxandharewealth.com/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230622 Join the Ensombl platform: App Store: http://www.ensomb...
Engine Room Podcast #12 - Unpacked
June 19, 2023 13:00 - 51 minutes - 54.6 MBIn this first episode of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices. Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Boutique Advisers Website: https://boutiqueadvisers.com.au/ Sufficient Funds Website: https://sufficientfunds.com.au/ Peoplogica Wesbite: https://www.peoplogica.com/ Wealth Logic Website: https:...
19 JUN 2023 - Monday Market Highlights
June 18, 2023 13:00 - 5 minutes - 5.83 MBThis week we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 and subscribe so you don’t miss any episodes. 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.e...
AdviceTech Podcast #39 - REVEX
June 15, 2023 13:00 - 56 minutes - 54.6 MBThis week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors. REVEX Website: https://revex.net.au/ Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/ Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits...
#401 Julian Manning and Joel Gleeson
June 14, 2023 13:00 - 30 minutes - 31.3 MBIn this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year. Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/ Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ First Financial Website: https://firstfinancial.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615 Join the Ensombl plat...
Engine Room Podcast #11 - Dr. Paul Moran and Alex Hont
June 12, 2023 13:00 - 56 minutes - 57.6 MBThis week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of "turning chaos into calm". Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/ Moran Partners Financial Planning Website: https://w...