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
#386 Lucian Russ
March 15, 2023 12:00 - 33 minutes - 35.9 MBLucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base. Lucian Russ LinkedIn: https://www.linkedin.com/in/lucian-russ/ Emu Wealth Website: https://www.emuwealth.com/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: h...
#385 Rachel O'Connor
March 13, 2023 12:00 - 32 minutes - 34.4 MBRachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat with Ben about where she's at now with her business, and how she balances a growing practice with a young family. Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/ Flourix Wealth Website: https://flourix.com.au/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ Join the Ensombl platform: App Store: http:/...
13 MAR 2023 - Monday Market Highlights
March 12, 2023 12:00 - 7 minutes - 8.22 MBThis week we cover US Non-Farm payrolls, the RBA's rate increase, the collapse of Silicon Valley bank and potential contagion, Carsales and XRO. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
AdviceTech Podcast #25 - OpenInvest
March 09, 2023 12:00 - 58 minutes - 56.4 MBIn this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms. OpenInvest Website: https://www.openinvest.com.au/for-advisers/ Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44 Curiosity Corner (Storytail) website: https://www.storytail.io/ Peita Diamantidis Linkedin: ...
#384 Barry LaValley
March 08, 2023 12:00 - 29 minutes - 29.7 MBBarry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change. Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/ Barry LaValley Website: http://barrylavalley.com/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. Join the Ensombl ...
#383 David Rae
March 06, 2023 12:00 - 35 minutes - 38.4 MBDavid is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact investing and how it differs from ethical investing, and what’s moving forward for ethical investing in Australia. David Rae LinkedIn: https://www.linkedin.com/in/davidjrae/ Ethinvest Website: https://www.ethinvest.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you...
6 MAR 2023 - Monday Market Highlights
March 05, 2023 12:00 - 4 minutes - 4.81 MBThis week we cover lower than expected US Durable Goods Orders, US PMI data, European Core Inflation data, Australian Fourth Quarter GDP and Retail Sales data, the slowdown in buyer consumption, and climbing inventory. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://w...
AdviceTech Podcast #24 - Asendium
March 02, 2023 12:00 - 1 hour - 59.4 MBIn this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry. Asendium Website: https://www.asendium.com/ Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ Curiosity Corner (ChatGPT) website: https://openai.com/blog/chatgpt/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitam...
#382 Chris Dale
March 01, 2023 12:00 - 49 minutes - 52.6 MBChris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of your personal brand and vision, and what works and what doesn’t work when it comes to financial planning marketing. Chris Dale LinkedIn: https://www.linkedin.com/in/chrismarketinghq/ MarketingHQ Website: https://www.marketinghq.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by...
#381 Ryan King
February 27, 2023 12:00 - 32 minutes - 34.9 MBRyan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money. Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://threekings.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired b...
27 FEB 2023 - Monday Market Highlights
February 26, 2023 12:00 - 5 minutes - 5.8 MBThis week we cover US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
AdviceTech Podcast #23 - Padua
February 23, 2023 12:00 - 1 hour - 79.5 MBIn this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice. Padua Website: https://paduasolutions.com/ Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/ Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.com/ Peita Diamantidis LinkedIn: ht...
#380 Emily Jenkins
February 22, 2023 12:00 - 51 minutes - 50.1 MBEmily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring customer feedback to enhance your client experience, and how the All Licensee PD Day is evolving to meet adviser demand for efficient CPD. Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186 Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360...
#379 Daniel Testa
February 20, 2023 12:00 - 31 minutes - 35.6 MBDaniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being and mental health through the advice process. Daniel Testa LinkedIn: https://www.linkedin.com/in/daniel-testa-afp%C2%AE-5a5aa9108/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desk...
20 FEB 2023 - Monday Market Highlights
February 19, 2023 12:00 - 4 minutes - 6.03 MBThis week we cover the January US and UK CPI print, US retail sales data, REINZ housing data, JB Hi-Fi, James Hardie, CBA, Westpac and NAB. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
AdviceTech Podcast #22 - Fin365
February 16, 2023 12:00 - 1 hour - 75.4 MBThis week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365. Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/ Fin365 Website: https://fin365.com.au Curiosity Corner (Focusmate) website: https://www.focusmate.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A worl...
#378 Jess Brady
February 15, 2023 12:00 - 50 minutes - 51.5 MBJess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. She and Clayton talk about the changes she's made in her life in the past year, and her journey to becoming a financial educator. Jess Brady Ensombl: https://app.ensombl.com/members/2416358 Jessica Brady Website: https://jessicabrady.com.au/ Ladies Talk Money Website: https://www.ladiestalkmoney.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo ...
#377 Warren Strybosch
February 13, 2023 12:00 - 30 minutes - 33.9 MBWarren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into financial planning and advice, and creating consistency of advice across the entire business. Warren Strybosh LinkedIn: https://www.linkedin.com/in/warren-strybosch-3a363527/ Find Group Website: https://findgroup.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadvis...
13 FEB 2023 - Monday Market Highlights
February 12, 2023 12:00 - 4 minutes - 5.14 MBThis week we cover US unemployment data, the US Consumer Sentiment Survey, the RBA February meeting, REA, Disney, and Alphabet. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
AdviceTech Podcast #21 - Ignition
February 09, 2023 12:00 - 52 minutes - 51.5 MBIn this week's episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive into the features of the Ignition app, and how it can be used to further improve efficiency. Ignition Website: https://www.ignitionapp.com/ Brendan Allen LinkedIn: https://www.linkedin.com/in/brendan-allen-klein/ Curiosity Corner (Roam Research) website: https://roamresearch.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity aw...
#376 Peita Diamantidis
February 08, 2023 12:00 - 43 minutes - 43.3 MBPeita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins Clayton to chat all things Advice Tech, including how soon AI may be integrated into the advice process. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore ...
#375 Chris Morcom
February 06, 2023 12:00 - 35 minutes - 39 MBChris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients. Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/ Hewison Private Wealth Website: https://www.hewison.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: A...
6 FEB 2023 - Monday Market Highlights
February 05, 2023 12:00 - 6 minutes - 6.53 MBThis week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.c...
AdviceTech Podcast #20 - Adviser Ratings
February 02, 2023 12:00 - 58 minutes - 60.1 MBIn this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile. Adviser Ratings Website: adviserratings.com.au Angus Woods LinkedIn: https://www.linkedin.com/in/angus-woods-a5a7025/ Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx Peita Diamantidis LinkedIn: https://www.linkedin...
#374 Andrew Rocks
February 01, 2023 12:00 - 36 minutes - 36.4 MBAndrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices. Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platfo...
Strategies to Facilitate Intergenerational Wealth Transfers #1
January 31, 2023 12:20 - 37 minutes - 38.6 MBRuth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors. Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/ MinterEllison Website: https://www.minterellison.com/ To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit https://genlife.com.au/ Join the...
Strategies to Facilitate Intergenerational Wealth Transfers #2
January 31, 2023 12:00 - 47 minutes - 50.2 MBEmily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk. Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/ Emily Guy Birken Website: https://www.emilyguybirken.com/ Eric Brotman LinkedIn: https://www.linkedin.com/in/ebrotman/ BFG Financial...
Strategies to Facilitate Intergenerational Wealth Transfers #3
January 31, 2023 11:40 - 53 minutes - 56.8 MBLes is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients. Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/ Future Proof Wealth Website: https://www.futureproof.com.au/ Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Family Wealth Advisory Website: https...
Strategies to Facilitate Intergenerational Wealth Transfers #4
January 31, 2023 11:20 - 50 minutes - 53.8 MBGrant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities. Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/ Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Generation Life W...
Strategies to Facilitate Intergenerational Wealth Transfers #5
January 31, 2023 11:00 - 54 minutes - 58.5 MBEric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice. Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/ Retire With Possibilities Website: https://www.retirewithpossibilities.com/ To find out more about Generation Life’s market leading innovations in tax effective investment and retirement solutions visit ...
#373 Phil Thompson
January 30, 2023 12:00 - 35 minutes - 40.3 MBPhil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team. Phil Thompson Website: https://www.linkedin.com/in/philjthommo/ Skye Financial Website: https://www.skye.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/x...
30 JAN 2023 - Monday Market Highlights
January 29, 2023 12:00 - 4 minutes - 4.83 MBThis week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
AdviceTech Podcast #19 - iComply2
January 26, 2023 12:00 - 37 minutes - 35.5 MBIn this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance. icomply2 Website: https://www.icomply2.com.au/ Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a Curiosity Corner (Motion) website: https://www.usemotion.com/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits y...
#372 Chris Booth
January 25, 2023 12:00 - 43 minutes - 44.7 MBChris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the advice industry, and how he became involved with home loans, property and mortgages. Chris Booth LinkedIn: https://www.linkedin.com/in/boothchris/ Lydian Website: https://lydian.com.au A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www...
#371 Cara Brett
January 23, 2023 12:00 - 30 minutes - 32.3 MBCara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about how her business has evolved over time, how she implemented cash flow management and strategy, and the importance of consistency in social media content. Cara Brett LinkedIn: https://www.linkedin.com/in/carabrett/ Bounce Financial Website: https://www.bouncefinancial.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: ...
23 JAN 2023 - Monday Market Highlights
January 22, 2023 12:00 - 4 minutes - 4.39 MBThis week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – h...
AdviceTech Podcast #18 - DASH
January 19, 2023 12:00 - 1 hour - 54.8 MBThis week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process. Dash Website: https://dash.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Curiosity Corner (Airgram) website: https://www.airgram.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity...
#370 Cara Graham
January 16, 2023 12:00 - 29 minutes - 31.9 MBCara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team. Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ The Wealth Designers Website: https://twd.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygpla...
16 JAN 2023 - Monday Market Highlights
January 15, 2023 12:00 - 4 minutes - 5.14 MBThis week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
AdviceTech Podcast #17 - Ethos ESG
December 15, 2022 12:00 - 53 minutes - 52.5 MBThis week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice. Ethos ESG Website: https://www.ethosesg.com/ Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a Curiosity Corner (Forest) website: https://www.forestapp.cc/ Peita Diamantidis Li...
#369 Justin Hooper
December 14, 2022 12:00 - 56 minutes - 52 MBJustin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to know his clients, what questions to ask, and how this information can be leveraged in the advice process. Justin Hooper LinkedIn: https://www.linkedin.com/in/justinhooper1/ Sentinel Wealth Website: https://sentinelwealth.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser....
FPA Congress Insights #1
December 13, 2022 13:00 - 1 hour - 69.3 MBRecorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Adam Crabbe Risk Strategy Specialist at Zurich Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ Kathryn Orman Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning Kathryn LinkedIn: https://www....
FPA Congress Insights #2
December 13, 2022 12:45 - 1 hour - 99.5 MBRecorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Michelle Levy Partner at Allens Michelle Levy Profile: https://www.allens.com.au/people/l/michelle-levy/ Allens Website: https://www.allens.com.au/ Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-...
FPA Congress Insights #3
December 13, 2022 12:30 - 1 hour - 91.6 MBRecorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Matt Jones Co-Founder and Brand Director at Four Pillars Gin Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/ Four Pillars Gin Website: https://www.fourpillarsgin.com/ Dr. Paul Moran CEO and Founder of iFactFind Dr. Paul Moran LinkedIn: https://www.li...
FPA Congress Insights #4
December 13, 2022 12:15 - 58 minutes - 62.6 MBRecorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Brett Wright Founder of LifeBid Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ LifeBid Website: https://lifebid.com.au/ Cameron Peck Director at Safeguard Life Cameron Peck LinkedIn: https://www.linkedin.com/in/cameronpeck1/ Safeguard Life Web...
FPA Congress Insights #5
December 13, 2022 12:00 - 39 minutes - 41.6 MBRecorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ FPA Website: https://fpa.com.au/ Phil Anderson Chief Executive Officer at Association of Financial Advisers Phil Anderson LinkedIn: h...
#368 Rebecca Pritchard
December 12, 2022 12:00 - 30 minutes - 31.5 MBRebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her advice journey, and the intangible benefits of financial advice and the importance of equity. Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/ Rising Tide Financial Website: https://risingtidefinancial.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https:/...
12 DEC 2022 - Monday Market Highlights
December 11, 2022 12:00 - 4 minutes - 4.46 MBThis week we cover Australian GDP data, the RBA's cash rate raise, the US consumer credit report, UK November housing data, the US ISM Services print, Nitro Software, Healius, and Air New Zealand. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
AdviceTech Podcast #16 - Worksorted
December 08, 2022 12:00 - 52 minutes - 51.8 MBIn this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation. Worksorted Website: https://worksorted.com/ Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/ Curiosity Corner (Upcontent) website: https://www.upcontent.com/ Peita Diamantidis LinkedIn: https://www.linkedin....
#367 Creina Lister
December 07, 2022 12:00 - 42 minutes - 35.7 MBCreina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, and how we can create robust marketing plans moving forward. Creina Lister LinkedIn: https://www.linkedin.com/in/creina-lister-607a8256/ Hewison Private Wealth Website: https://www.hewison.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Goo...