Latest Trenches Podcast Episodes
#452 Rachael Holder
Ensombl Advice Australia - July 03, 2024 13:00 - 32 minutesRachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings...
Engine Room Podcast #39 - Jonathan Elliot
Ensombl Advice Australia - July 01, 2024 13:00 - 1 hourJonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia. Jonathan Elliot LinkedIn: h...
AdviceTech Podcast #89 - Finura Group
Ensombl Advice Australia - June 27, 2024 13:00 - 39 minutesIn this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. Dipal Khatri LinkedIn: http...
#451 Laura Kelly
Ensombl Advice Australia - June 26, 2024 12:09 - 33 minutesLaura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients t...
Engine Room Podcast #38 - Sam Perera
Ensombl Advice Australia - June 24, 2024 13:00 - 58 minutesIn this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth...
AdviceTech Podcast #88 - Simply Advice Websites
Ensombl Advice Australia - June 20, 2024 13:00 - 42 minutesIn this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for ...
#450 Phil Thompson
Ensombl Advice Australia - June 19, 2024 13:00 - 28 minutesPhil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and...
Addressing Client Affordability Concerns in Insurance #1
Ensombl Advice Australia - June 18, 2024 13:00 - 44 minutesIn this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insuranc...
Addressing Client Affordability Concerns in Insurance #2
Ensombl Advice Australia - June 18, 2024 12:40 - 47 minutesIn this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumst...
Addressing Client Affordability Concerns in Insurance #3
Ensombl Advice Australia - June 18, 2024 12:20 - 36 minutesIn this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums w...
Addressing Client Affordability Concerns in Insurance #4
Ensombl Advice Australia - June 18, 2024 12:00 - 37 minutesIn this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insuranc...
Engine Room Podcast #37 - Iain Rogers
Ensombl Advice Australia - June 17, 2024 13:00 - 1 hourIn this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial p...
Investment Podcast #13 - Residential Real Estate
Ensombl Advice Australia - June 16, 2024 13:00 - 37 minutesIn this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Inno...
AdviceTech Podcast #87 - LivePreso Advice
Ensombl Advice Australia - June 13, 2024 13:00 - 43 minutesThis week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time. Aaron Cooper LinkedIn: https...
Within the Trenches Ep 550
Within the Trenches - June 12, 2024 18:40 - 50 minutes ★★★★ - 179 ratingsEp 550 features Jenessa, Level 3 - 911 Professional out of St. George Communications, Utah. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Training, unexpected calls, and personal growth insights from almost 15 years in the field are explored The importanc...
#449 Robert Rich
Ensombl Advice Australia - June 12, 2024 13:00 - 39 minutesRobert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships. Robert R...
Engine Room Podcast #36 - Jerry Kalogeropoulos and Philip Taaffe
Ensombl Advice Australia - June 10, 2024 13:00 - 1 hourIn this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a bal...
AdviceTech Podcast #86 - Retrac
Ensombl Advice Australia - June 06, 2024 13:00 - 45 minutesThis week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes. Travis Carter LinkedIn: https://www.linkedin.com/...
#448 Joe Akiki
Ensombl Advice Australia - June 05, 2024 13:00 - 31 minutesJoe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges ...
Within the Trenches Ep 549
Within the Trenches - June 04, 2024 16:12 - 1 hour ★★★★ - 179 ratingsEp 549 features Jonathan, TC CTO, with Johnston County, NC. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – The emotional toll of a significant 911 call that changed Jonathan's perspective The importance of supportive family and coworkers in dispatch work ...
Engine Room Podcast #35 - Amie Baker
Ensombl Advice Australia - June 03, 2024 13:00 - 1 hourAmie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice w...
Investment Podcast #12 - Longevity Risk
Ensombl Advice Australia - June 02, 2024 13:00 - 41 minutesIn this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Ou...
Within the Trenches Ep 548
Within the Trenches - May 30, 2024 15:01 - 1 hour ★★★★ - 179 ratingsEp 548 features #IAM911 stories from the Imagine Listening session at the 9-1-1 Leadership Training retreat at the Mayan Ranch, hosted by the 360 Degree Dispatcher. WARNING - THIS EPISODE CONTAINS AUDIO THAT MAY NOT BE SUITABLE FOR ALL AUDIENCES. IF YOU SUFFER FROM PTSD OR HAVE SUICIDAL TENDENCI...
AdviceTech Podcast #85 - Redefining the Delivery of Financial Planning Services Using Research
Ensombl Advice Australia - May 30, 2024 13:00 - 37 minutesIn this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn:...
#447 Jordan Vaka
Ensombl Advice Australia - May 29, 2024 13:00 - 28 minutesJordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience. Jordan...
Within the Trenches Ep 547
Within the Trenches - May 25, 2024 12:37 - 1 hour ★★★★ - 179 ratingsEp 547 features Cat, 911 Communications Supervisor at Riverside County Sheriff's Department, CA. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – How Cat's unexpected journey into public safety began and her initial impressions of the dispatcher's role. The ...
AdviceTech Podcast #84 - FinTalkr
Ensombl Advice Australia - May 23, 2024 13:00 - 56 minutesIn this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time. James W...
#446 Stephen Price
Ensombl Advice Australia - May 22, 2024 13:00 - 37 minutesStephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans t...
Investment Podcast #11 - Active ETFs
Ensombl Advice Australia - May 19, 2024 13:00 - 46 minutesThis episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is n...
Within the Trenches Ep 546
Within the Trenches - May 17, 2024 14:52 - 50 minutes ★★★★ - 179 ratingsEp 546 features Lauren Spencer, a Retired 911 professional and Life Stylist Entrepreneur. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Lauren's path into public safety and overcoming initial setbacks. The intense training process and demands of a 911 dis...
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