Latest Trenches Podcast Episodes
AdviceTech Podcast #59 - The Cyber Collective
Ensombl Advice Australia - November 02, 2023 12:00 - 56 minutesThis week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data. Cyber Collective Websi...
Within the Trenches Ep 517
Within the Trenches - November 01, 2023 22:02 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 517 features spooky and creepy stories that were submitted for the Halloween episode of Open Mic Live. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episode topics – ...
#421 Conaill Keniry
Ensombl Advice Australia - November 01, 2023 12:00 - 40 minutesConaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creatin...
Engine Room Podcast #25 - Angie Menendez
Ensombl Advice Australia - October 30, 2023 12:00 - 55 minutesAngie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team. Angie Menendez LinkedIn: ht...
Within the Trenches Ep 516
Within the Trenches - October 26, 2023 14:01 - 27 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 516 features Open Mic stories from the Imagine Listening session at the 2023 Indiana 911 Professionals Conference. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web Episo...
AdviceTech Podcast #58 - HeirWealth
Ensombl Advice Australia - October 26, 2023 12:00 - 45 minutesThis week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information. HeirWealth Website: https://www.heirwealth.com/ Ray Tubman LinkedIn: https:/...
#420 Lionel O'Mally
Ensombl Advice Australia - October 25, 2023 12:00 - 43 minutesLionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice. Lionel O'Mally...
Engine Room Podcast #24 - David Haintz
Ensombl Advice Australia - October 23, 2023 12:00 - 47 minutesIn this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australia...
Investment Podcast #3 - Infrastructure
Ensombl Advice Australia - October 22, 2023 12:00 - 33 minutesHost James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and politi...
Within the Trenches Ep 515
Within the Trenches - October 19, 2023 17:31 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 515 features #IAM911 stories from the Imagine Listening session at the 2023 Indiana 911 Professionals Conference. WARNING - THIS EPISODE CONTAINS AUDIO THAT MAY NOT BE SUITABLE FOR ALL AU...
AdviceTech Podcast #57 - Plutosoft Update
Ensombl Advice Australia - October 19, 2023 12:00 - 49 minutesThis week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future. Plutosoft Website: https://www.plutosoft.com.au/ ...
#419 Chris Young
Ensombl Advice Australia - October 18, 2023 12:00 - 44 minutesChris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers...
Wellness: A Key Foundation for the Practice of the Future #1
Ensombl Advice Australia - October 17, 2023 12:00 - 48 minutesIn this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this. Amie Baker LinkedIn...
Wellness: A Key Foundation for the Practice of the Future #2
Ensombl Advice Australia - October 17, 2023 11:40 - 47 minutesIn this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling. Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/ Tri...
Wellness: A Key Foundation for the Practice of the Future #3
Ensombl Advice Australia - October 17, 2023 11:20 - 40 minutesIn this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market. Tim Henry LinkedIn: https:/...
Wellness: A Key Foundation for the Practice of the Future #4
Ensombl Advice Australia - October 17, 2023 11:00 - 43 minutesIn the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when t...
Engine Room Podcast #23 - Unpacked
Ensombl Advice Australia - October 16, 2023 12:00 - 50 minutesIn this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most. Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Econo...
AdviceTech Podcast #56 - ProductRex Update
Ensombl Advice Australia - October 12, 2023 12:00 - 45 minutesIn this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the future. ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www...
#418 Rob Petrie
Ensombl Advice Australia - October 11, 2023 12:00 - 31 minutesRob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion. Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/ Akambo Financial Group Website: https:/...
Within the Trenches Ep 514
Within the Trenches - October 09, 2023 20:03 - 1 hour ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 514 features Josephine Rios, Communications Operator 3 out of an agency in South Florida, and Founder of Latinas of 911. Sponsored by INdigital - Facebook | LinkedIn | Twitter | Web ...
Engine Room Podcast #22 - Hugh Robertson
Ensombl Advice Australia - October 09, 2023 12:00 - 56 minutesHugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team. Hugh Robertson LinkedIn: ...
Investment Podcast #2 - Fixed Income
Ensombl Advice Australia - October 08, 2023 12:00 - 46 minutesChris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rises, Fixed Income is primed to bounce back as the bedrock of many portfolios and strategies, but an...
AdviceTech Podcast #55 - Word and Excel
Ensombl Advice Australia - October 05, 2023 12:00 - 1 hourThis week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes. Scale Up Paraplanning Website: https://scaleupparaplanning.com.a...
Within the Trenches Ep 513
Within the Trenches - October 04, 2023 12:35 - 21 minutes ★★★★ - 179 ratingsWelcome to another episode of Within the Trenches, true stories from the 9-1-1 dispatchers who live them. Ep 513 features Open Mic stories from the Imagine Listening session at the 9-1-1 Leadership Training retreat at the Mayan Ranch, hosted by the 360 Degree Dispatcher. Sponsored by INdigit...
#417 Rich Abbey
Ensombl Advice Australia - October 04, 2023 12:00 - 34 minutesRich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches. Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advic...
Strategies to Creating Certainty in Retirement #1
Ensombl Advice Australia - October 03, 2023 12:00 - 50 minutesIn this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition. ...
Strategies to Creating Certainty in Retirement #2
Ensombl Advice Australia - October 03, 2023 11:40 - 52 minutesIn this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming th...
Strategies to Creating Certainty in Retirement #3
Ensombl Advice Australia - October 03, 2023 11:20 - 57 minutesIn this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new p...
Strategies to Creating Certainty in Retirement #4
Ensombl Advice Australia - October 03, 2023 11:00 - 42 minutesIn this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing. Natalie Philips LinkedIn: https://www.linkedin.co...
Engine Room Podcast #21 - Drew Burden
Ensombl Advice Australia - October 02, 2023 12:00 - 1 hourDrew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry. Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/ MBS Insurance Website: https://mbsinsura...
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