Latest Trenches Podcast Episodes
AdviceTech Podcast #83 - Kiandra
Ensombl Advice Australia - May 16, 2024 13:00 - 1 hourThis week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness". Martin Coop...
#445 Anthony McInnes
Ensombl Advice Australia - May 15, 2024 13:00 - 37 minutesAnthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings. Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ A...
The Growth Formula #1
Ensombl Advice Australia - May 14, 2024 13:00 - 36 minutesIn this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions. Eli...
The Growth Formula #2
Ensombl Advice Australia - May 14, 2024 12:45 - 36 minutesIn this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry. Keryn Batsilas Linke...
The Growth Formula #3
Ensombl Advice Australia - May 14, 2024 12:30 - 37 minutesIn this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach. Devan King LinkedIn: https://www...
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:/...
Within the Trenches Ep 545
Within the Trenches - May 08, 2024 13:47 - 1 hour ★★★★ - 179 ratingsEp 545 features Jeff, 2nd generation dispatch, 3rd generation fireman out of WestComm Regional, Massachusetts. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Explore Jeff Hastings’ journey and growth in the public safety field, reflecting on the influence o...
#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 ...
Within the Trenches Ep 544
Within the Trenches - May 02, 2024 11:53 - 1 hour ★★★★ - 179 ratingsEp 544 features Stephanie, a 911 Professional out of Georgia. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Discover Stephanie’s journey from ambulance driver to skilled EMT, and how she transitioned to the demanding role of a 911 dispatcher. Learn about t...
#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...
Within the Trenches Ep 543
Within the Trenches - April 24, 2024 15:14 - 56 minutes ★★★★ - 179 ratingsEp 543 features Lea Harms, 911 Professional, Industry Partner, and Author of "Lives on the Line." Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Now and then there is a snag and that’s life. This is also true when self-publishing or even through a publishing house. Snags happ...
#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...
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...
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...
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...
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. ...
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...
#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...
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...
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