Latest Trenches Podcast Episodes
#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...
Within the Trenches Ep 530
Within the Trenches - February 07, 2024 16:55 - 57 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 530 features Libby, Dispatch Supervisor with Eaton County Central Dispatch, MI. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Libby's 9-1-1 story T...
#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 ...
Within the Trenches Ep 529
Within the Trenches - February 01, 2024 19:36 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 529 features Sondra Wesley, ECC Education Manager with Prepared. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Sondra's 9-1-1 story Unforgettable r...
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...
Within the Trenches Ep 528
Within the Trenches - January 27, 2024 15:45 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 528 features Reese, 9-1-1 Communications Officer, Defiance County Sheriff's Office, OH. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Reese's 9-1-1 ...
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...
Within the Trenches Ep 527
Within the Trenches - January 19, 2024 15:55 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 527 features Hannah, CTO w/Jacksonville Sheriff's Officer, FL. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Hannah's 9-1-1 story Heartbreaking pol...
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...
Investment Podcast #6 - Bonds
Ensombl Advice Australia - January 14, 2024 12:00 - 40 minutesHost James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of ...
Within the Trenches Ep 526
Within the Trenches - January 10, 2024 16:34 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 526 features Rhianna, Training Supervisor, and Peer Support Lead with Salt Lake Valley Communications Center. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode to...
Within the Trenches Ep 525
Within the Trenches - January 05, 2024 19:24 - 26 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 525 features Open Mic stories from the Imagine Listening session at the 2023 Arkansas APCO/NENA Conference. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topi...
Within the Trenches Ep 524
Within the Trenches - December 29, 2023 14:50 - 57 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 524 features #IAM911 stories from the Imagine Listening session at the 2023 Arkansas APCO/NENA Conference. WARNING - THIS EPISODE CONTAINS AUDIO THAT MAY NOT BE SUITABLE FOR ALL AUDIENCES...
Within the Trenches Ep 523
Within the Trenches - December 22, 2023 14:45 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 523 features a special Christmas Open Mic LIVE episode with Ricardo and Dawn Shumway. Purchase your copy of Imagine Listening on Amazon Sponsored by INdigital - Facebook | LinkedIn ...
AdviceTech Podcast #65 - AdviceGPT
Ensombl Advice Australia - December 14, 2023 12:00 - 1 hourThis week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors. AdviceGPT Website: https://www.icompl...
Related Trenches Topics
- Training 2