Latest Fromthetrenches Podcast Episodes
AdviceTech Podcast #82 - RetireMap
Ensombl Advice Australia - May 09, 2024 13:00 - 47 minutesIn 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:/...
#444 Stefan Angelini
Ensombl Advice Australia - May 08, 2024 13:00 - 36 minutesStefan 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 Angelin...
Investment Podcast #10 - Private Credit
Ensombl Advice Australia - May 05, 2024 13:00 - 44 minutesWith 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 ca...
AdviceTech Podcast #81 - MOAS
Ensombl Advice Australia - May 02, 2024 23:05 - 50 minutesThis 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 ...
#443 Abigail Gatling
Ensombl Advice Australia - May 01, 2024 13:00 - 38 minutesAbigail 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: h...
Impact Investing #1
Ensombl Advice Australia - April 30, 2024 12:45 - 29 minutesIn 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, a...
Impact Investing #2
Ensombl Advice Australia - April 30, 2024 12:30 - 39 minutesKaren 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 soc...
Impact Investing #3
Ensombl Advice Australia - April 30, 2024 12:15 - 37 minutesIn 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 ...
Impact Investing #4
Ensombl Advice Australia - April 30, 2024 12:00 - 33 minutesIn 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 env...
AdviceTech Podcast #80 - Employment Hero
Ensombl Advice Australia - April 25, 2024 13:00 - 38 minutesIn 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 accountan...
#442 Josh Derrington
Ensombl Advice Australia - April 24, 2024 13:00 - 34 minutesJosh 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 impor...
Engine Room Podcast #34 - Unpacked
Ensombl Advice Australia - April 22, 2024 13:00 - 1 hourIn 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/ Bluep...
Investment Podcast #9 - Fixed Income: Innefficiencies and Duration
Ensombl Advice Australia - April 21, 2024 13:00 - 48 minutesIn 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 ex...
AdviceTech Podcast #79 - MoneyMind Profile
Ensombl Advice Australia - April 18, 2024 13:00 - 37 minutesThis 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. ...
#441 Joel Gleeson and Paul Cupic
Ensombl Advice Australia - April 17, 2024 13:00 - 26 minutesIn 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 complet...
Engine Room Podcast #33 - Thabojan Rasiah
Ensombl Advice Australia - April 15, 2024 13:00 - 1 hourThabojan 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...
AdviceTech Podcast #78 - Content Snare
Ensombl Advice Australia - April 11, 2024 13:00 - 42 minutesThis 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 integratio...
#440 Tom McDonald
Ensombl Advice Australia - April 10, 2024 13:00 - 48 minutesTom 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...
Engine Room Podcast #32 - Drew Meredith
Ensombl Advice Australia - April 08, 2024 13:00 - 1 hourDrew 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: htt...
AdviceTech Podcast #77 - FinMate AI
Ensombl Advice Australia - April 04, 2024 12:00 - 39 minutesThis 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...
#439 Jackson Millan
Ensombl Advice Australia - April 03, 2024 12:00 - 36 minutesJackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice. Jackson Millan...
Engine Room Podcast #31 - Ben Calder and Ivana Sanzari
Ensombl Advice Australia - April 01, 2024 12:00 - 59 minutesIn this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community. Calder Wealth Management ...
AdviceTech Podcast #76 - Softphone & Telecomms Special
Ensombl Advice Australia - March 28, 2024 12:00 - 39 minutesIn this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations. Michael Newman LinkedI...
#438 Nathan Fradley
Ensombl Advice Australia - March 27, 2024 12:00 - 35 minutesThis week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors. Nathan Fradley Linke...
Great Wealth Transfer #1
Ensombl Advice Australia - March 26, 2024 12:00 - 40 minutesIn this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approa...
Great Wealth Transfer #2
Ensombl Advice Australia - March 26, 2024 11:45 - 36 minutesJamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with client...
Great Wealth Transfer #3
Ensombl Advice Australia - March 26, 2024 11:30 - 41 minutesIn this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and ...
Great Wealth Transfer #4
Ensombl Advice Australia - March 26, 2024 11:15 - 44 minutesIn this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the year...
Engine Room Podcast #30 - Andrew and Jacqui Sherlock
Ensombl Advice Australia - March 25, 2024 12:00 - 59 minutesIn this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic par...
AdviceTech Podcast #75 - Upworth
Ensombl Advice Australia - March 21, 2024 00:35 - 53 minutesThis week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in ...
Related Fromthetrenches Topics