Latest Trenches Podcast Episodes
Within the Trenches Ep 542
Within the Trenches - April 21, 2024 18:15 - 33 minutes ★★★★ - 179 ratingsEp 542 features 911 dispatch stories from around North Carolina. The North Carolina 911 board and Within the Trenches podcast partnered on classes and podcast episodes to highlight the amazing work of 911 professionals throughout the state in celebration of National Public Safety Telecommunicato...
Within the Trenches Ep 541
Within the Trenches - April 20, 2024 20:08 - 1 hour ★★★★ - 179 ratingsEp 541 features 911 dispatch stories from around North Carolina. The North Carolina 911 board and Within the Trenches podcast partnered on classes and podcast episodes to highlight the amazing work of 911 professionals throughout the state in celebration of National Public Safety Telecommunicato...
Within the Trenches Ep 540
Within the Trenches - April 18, 2024 11:15 - 1 hour ★★★★ - 179 ratingsEp 540 features 911 dispatch stories from around North Carolina. The North Carolina 911 board and Within the Trenches podcast partnered on classes and podcast episodes to highlight the amazing work of 911 professionals throughout the state in celebration of National Public Safety Telecommunicato...
Within the Trenches Ep 539
Within the Trenches - April 10, 2024 10:19 - 1 hour ★★★★ - 179 ratingsEp 539 features Kris, Director of Program Development at The Healthy Dispatcher. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Kris's 911 story The daunting learning curve of dispatch codes and the memorization techniques that Kris used to master them. Tr...
Within the Trenches Ep 538
Within the Trenches - April 03, 2024 15:46 - 1 hour ★★★★ - 179 ratingsEp 538 features Katie, a 911 dispatcher with Rockford 911 out of Illinois. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Katie's 911 story How a background in special education equipped her to handle intense emergency calls involving children with autism ...
#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 ...
Within the Trenches Ep 537
Within the Trenches - March 28, 2024 15:18 - 1 hour ★★★★ - 179 ratingsEp 537 features Brad Flanagan, Emergency Ops Manager for the Pitkin County Regional Emergency Dispatch Center out of Colorado. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Brad's 911 story How Brad's unique journey from the military to 911 dispatching on ...
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 ...
Within the Trenches Ep 536
Within the Trenches - March 20, 2024 14:23 - 1 hour ★★★★ - 179 ratingsEp 536 features Katherine, 911 professional with Ada County Sheriff's Office out of Idaho. Episode topics – Katherine's 911 story Exploring the repercussions of tragic calls, including a particularly disturbing case involving a missing child The challenges and importance of adequate menta...
#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...
Within the Trenches Ep 535
Within the Trenches - March 13, 2024 18:05 - 1 hour ★★★★ - 179 ratingsEp 535 features Ashley, 911 Professional with Rockland PD & Fire, and Greg, 911 Professional with CAL Fire, both out of California. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Ashley's 911 story Greg's 911 story Trusting your instincts Connecting comm...
#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...
Within the Trenches Ep 534
Within the Trenches - March 06, 2024 19:38 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 534 features Deb, a Psychiatric Clinician, 911 dispatcher, and EMT. Episode topics – Deb recounts her journey in dispatch, including her ability to thrive with ADHD and the contrast in...
#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...
Within the Trenches Ep 533
Within the Trenches - February 29, 2024 13:48 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 533 features Ashley, your friendly neighborhood dispatcher from Elkhart City in Indiana. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Discover what...
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...
Within the Trenches Ep 532
Within the Trenches - February 21, 2024 14:05 - 35 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 532 features Kelley Cunningham, the Eaton County Central Dispatch Director, as she shares insights on workplace culture, public safety, and the importance of dispatchers in emergency resp...
#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...
Related Trenches Topics
- Training 2