Latest Fromthetrenches Podcast Episodes
#437 Kiera Brown
Ensombl Advice Australia - March 20, 2024 12:00 - 35 minutesKiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees. Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recru...
AdviceTech Podcast #74 - Engagement Hub
Ensombl Advice Australia - March 14, 2024 12:00 - 28 minutesIn this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the c...
#436 Baz Gardner
Ensombl Advice Australia - March 13, 2024 12:00 - 39 minutesBaz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https:...
AdviceTech Podcast #73 - Workato
Ensombl Advice Australia - March 07, 2024 12:00 - 44 minutesThis week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations wi...
#435 James Rawlings
Ensombl Advice Australia - March 06, 2024 12:00 - 31 minutesJames is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing hi...
AdviceTech Podcast #72 - Tech Stacks
Ensombl Advice Australia - February 29, 2024 12:00 - 1 hourIn this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their pra...
#434 James Wrigley
Ensombl Advice Australia - February 28, 2024 12:00 - 30 minutesThis week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https...
AdviceTech Podcast #71 - Capital Preferences
Ensombl Advice Australia - February 22, 2024 12:00 - 1 hourThis week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by w...
#433 Tim Lane
Ensombl Advice Australia - February 21, 2024 12:00 - 35 minutesTim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions. Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane...
AdviceTech Podcast #70 - SuitabilityHub
Ensombl Advice Australia - February 15, 2024 12:00 - 58 minutesThis week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences. Suita...
#432 Nicole Gardner
Ensombl Advice Australia - February 14, 2024 12:00 - 28 minutesNicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stel...
Your Next Client is You #1
Ensombl Advice Australia - February 13, 2024 12:20 - 1 hourIn this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a pract...
Your Next Client is You #2
Ensombl Advice Australia - February 13, 2024 12:00 - 1 hourIn this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on n...
Your Next Client is You #3
Ensombl Advice Australia - February 13, 2024 11:40 - 57 minutesIn this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over ...
Your Next Client is You #4
Ensombl Advice Australia - February 13, 2024 11:20 - 1 hourIn this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealt...
Your Next Client is You #5
Ensombl Advice Australia - February 13, 2024 11:00 - 1 hourIn this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, an...
Investment Podcast #8 - Contrarian Investing
Ensombl Advice Australia - February 11, 2024 12:00 - 37 minutesIn this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar’s Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different...
AdviceTech Podcast #69 - Feature: Advisors and AI
Ensombl Advice Australia - February 08, 2024 12:00 - 1 hourIn this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline busine...
#431 Coral Wilkinson
Ensombl Advice Australia - February 07, 2024 12:00 - 34 minutesCoral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how advisors can work together with aged care navigators to help clients better navigate Australia's complex aged care system and access support programs that can keep older loved-ones independent at home ...
AdviceTech Podcast #68 - Tanngo
Ensombl Advice Australia - February 01, 2024 12:00 - 41 minutesIn today's episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the support platform, its various features, and how it can be used to help in connecting with advisors, paraplanners and admin assistants. Tanngo Website: https://tanngo.com.au Melanie Drago ...
#430 Ash McAuliffe
Ensombl Advice Australia - January 31, 2024 12:00 - 39 minutesAsh is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various roles in the financial advice industry to his current role, where he helps clients with superannuation, insurance, and investments while working remotely from home. Ash McAuliffe LinkedIn: ...
Your Advice Toolkit #1
Ensombl Advice Australia - January 30, 2024 12:00 - 48 minutesIn this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, a...
Your Advice Toolkit #2
Ensombl Advice Australia - January 30, 2024 11:40 - 51 minutesIn this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals. David Swanwick ...
Your Advice Toolkit #3
Ensombl Advice Australia - January 30, 2024 11:20 - 46 minutesIn this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this. Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/ Teneale Laister LinkedIn: https://w...
Your Advice Toolkit #4
Ensombl Advice Australia - January 30, 2024 11:00 - 51 minutesIn this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation. Paul Turner LinkedIn: https://www....
Investment Podcast #7 - Navigating Portfolios Through Cycles
Ensombl Advice Australia - January 28, 2024 12:00 - 43 minutesIn this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectat...
AdviceTech Podcast #67 - Padua Update
Ensombl Advice Australia - January 25, 2024 12:00 - 53 minutesIn this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future. Padua Website: https://www.paduasolutions.com/ ...
#429 Kris Chapman
Ensombl Advice Australia - January 24, 2024 12:00 - 37 minutesKris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office. Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapm...
AdviceTech Podcast #66 - Feature: AI and Netwealth
Ensombl Advice Australia - January 18, 2024 12:00 - 1 hourThis week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients....
#428 John Manserra
Ensombl Advice Australia - January 17, 2024 12:00 - 29 minutesJohn is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice. John Manserra LinkedIn: http...
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