Latest Trenches Podcast Episodes
#427 David Orford
Ensombl Advice Australia - December 13, 2023 12:00 - 40 minutesDavid is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products. David Orford LinkedIn: https://www.linkedin.com/in/david-orford/ Optimum Pen...
Within the Trenches Ep 522
Within the Trenches - December 11, 2023 21:06 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 522 features a book reading of Imagine Listening - Your worst day is our everyday by its Author, Ricardo Martinez II. Purchase your copy of Imagine Listening on Amazon Sponsored by ...
AdviceTech Podcast #64 - Personr
Ensombl Advice Australia - December 07, 2023 12:00 - 39 minutesIn this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant. Personr Website: https://www.personr.co/ Charlie Westerman...
#426 Aaron Kane
Ensombl Advice Australia - December 06, 2023 12:00 - 40 minutesAaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for...
Engine Room Podcast #29 - Bree Stevens
Ensombl Advice Australia - December 04, 2023 12:00 - 1 hourBree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients. Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/ Bluepr...
Investment Podcast #5 - Investment Committees
Ensombl Advice Australia - December 03, 2023 12:00 - 40 minutesMason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees ...
Within the Trenches Ep 521
Within the Trenches - November 30, 2023 22:06 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 521 features Desiree, CTO, and Telecommunicator III out of Bentonville PD, Arkansas. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – Desiree's 9-1-1 ...
AdviceTech Podcast #63 - PropHero
Ensombl Advice Australia - November 30, 2023 12:00 - 42 minutesIn this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients invest in property, while also working with financial advisors to provide their clients with transpa...
#425 Billy Norman
Ensombl Advice Australia - November 29, 2023 12:00 - 33 minutesBilly is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he managed to spent three back-to-back ski season's overseas while contract paraplanning. Billy Norman LinkedIn: https://www.linkedin.com/in/billynormanfp/ Link Wealth Group Website: https://www...
Enhancing Your Insurance Advice #1
Ensombl Advice Australia - November 28, 2023 12:00 - 33 minutesIn this episode, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting up an insurance policy for success through getting comfortable with difficult medical conversations, managing client expectations throughout the process, and by finding the value in th...
Enhancing Your Insurance Advice #2
Ensombl Advice Australia - November 28, 2023 11:40 - 51 minutesHayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of living pressures and increasing insurance premiums. Hayden White LinkedIn: https://www.linkedi...
Enhancing Your Insurance Advice #3
Ensombl Advice Australia - November 28, 2023 11:20 - 44 minutesIn this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claims experience to differentiate your client experience, including developing a clear claim process,...
Enhancing Your Insurance Advice #4
Ensombl Advice Australia - November 28, 2023 11:00 - 35 minutesIn this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own mental health, and how they can help their clients in the event of a claim or stressful circumstance. ...
Engine Room Podcast #28 - Michael Bova and Belinda Dalton
Ensombl Advice Australia - November 27, 2023 12:00 - 1 hourIn this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to client onboarding and tech stack. Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bo...
AdviceTech Podcast #62 - Altiorem
Ensombl Advice Australia - November 23, 2023 12:00 - 48 minutesIn this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial advisors and their clients learn more about ethical investing and direct investments towards sustai...
Within the Trenches Ep 520
Within the Trenches - November 22, 2023 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 520 features Jeremie Meyer, RPL, Public Safety Communications Leader. Episode topics – Jeremie's 9-1-1 story Life lessons from a public safety career ADHD and Work The importance of...
#424 Leanne Bielik
Ensombl Advice Australia - November 22, 2023 12:00 - 27 minutesLeanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing. Leanne Bielik LinkedIn: https://www.linkedin...
AdviceTech Podcast #61 - Paraplanner.ai
Ensombl Advice Australia - November 16, 2023 12:00 - 58 minutesThis week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool. Paraplan...
Within the Trenches Ep 519
Within the Trenches - November 15, 2023 19:40 - 30 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 519 features Open Mic stories from the Imagine Listening session at the 2023 Oklahoma Public Safety Conference. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode ...
#423 Nicola Beswick
Ensombl Advice Australia - November 15, 2023 12:00 - 40 minutesNicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need thro...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #1
Ensombl Advice Australia - November 14, 2023 12:00 - 45 minutesIn this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and p...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #2
Ensombl Advice Australia - November 14, 2023 11:40 - 48 minutesIn this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making syst...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #3
Ensombl Advice Australia - November 14, 2023 11:20 - 59 minutesIn this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors ...
Revealed Preferences: The Key to Deeper Client Understanding and Better Advice #4
Ensombl Advice Australia - November 14, 2023 11:00 - 35 minutesIn this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-...
Engine Room Podcast #27 - Unpacked
Ensombl Advice Australia - November 13, 2023 12:00 - 1 hourIn this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ RI Advice Website: https://rilowerhunter.com.au/ Fitzpatricks Private...
AdviceTech Podcast #60 - Microsoft 365
Ensombl Advice Australia - November 09, 2023 12:00 - 59 minutesIn this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagg...
Within the Trenches Ep 518
Within the Trenches - November 08, 2023 14:33 - 45 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 518 features #IAM911 stories from the Imagine Listening session at the 2023 Oklahoma Public Safety Conference. WARNING - THIS EPISODE CONTAINS AUDIO THAT MAY NOT BE SUITABLE FOR ALL AUDIE...
#422 John Cachia
Ensombl Advice Australia - November 08, 2023 12:00 - 37 minutesJohn is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions. John Cachia LinkedIn: https:...
Engine Room Podcast #26 - Alysia Laird
Ensombl Advice Australia - November 06, 2023 12:00 - 52 minutesThis week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business...
Investment Podcast #4 - Small Caps
Ensombl Advice Australia - November 05, 2023 12:00 - 41 minutesIn this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the ...
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