Ensombl Advice Australia

<p>In this week's episode, Andrew is joined by Ben Donald and Sian Shaw from Austbrokers Life. They deep dive into the key efficiency in the business, how they've structured their practice, and how they grow and strengthen their team. </p> <p>Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/<br /> Sian Shaw LinkedIn: https://www.linkedin.com/in/sian-shaw-44358143/<br /> Austbrokers Life Website: https://www.austbrokerslife.com.au/<br /> Lifebid Website: https://lifebid.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230711</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover RBA rates, US employment data, the ASX200, M&A activity, JLG, Suncorp, and Redox.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world of advicetech when it comes to the client value proposition.</p> <p>Netwealth Website: https://www.netwealth.com.au/web/advisers/ <br /> Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230707</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Ben is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working on a thesis that looks at the barriers to accessing financial advice. Ben and James discuss the findings of his research, and why advisors should be moving towards a model of self-development.</p> <p>Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/<br /> Neilson & Co Wealth Website: https://www.neilsonwealth.com.au/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230706</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this installment of the Engine Room Unpacked, Andrew and Dean revisit the next handful of episodes and highlight the standout elements that impressed them the most.</p> <p>Pride Advice Website: https://prideadvice.com.au/<br /> BBFP Website: https://www.bbfp.com.au/<br /> Echelon Front Website: https://echelonfront.com/<br /> Yarra Lane Website: https://www.yarralanegroup.com.au/<br /> Absolute Wealth Advisers Website: https://www.absolute.sydney/<br /> WealthShore Website: https://www.wealthshore.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230704</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover Australian CPI data and retail sales, Collins Foods, Harvey Norman, Wallgreens, and Nike.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss the tools and resources that Aged Care Steps provides to advisors, and how they can be utilised to build stronger relationships with clients who are transistioning to the next stage of life.</p> <p>Aged Care Steps Website: www.agedcaresteps.com.au<br /> Louise Biti LinkedIn: https://www.linkedin.com/in/louise-biti-a662607/ <br /> Curiosity Corner (Rows): https://rows.com/ai<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230630</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Bruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to communicate better with your audience, and the difference between advice reputation and advisor reputation.</p> <p>Bruce Madden LinkedIn: https://www.linkedin.com/in/bruce-madden/<br /> Madden & Assoc. Website: https://madden.com.au/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230629</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Tim is the Managing Director at Infinity Financial Consultants. He and Andrew chat about his journey from employee to boss, the tools he's currently using, and building a rewarding and flexible team environment.</p> <p>Tim Benson LinkedIn: https://www.linkedin.com/in/tim-benson-25836042/<br /> Infinity Financial Consultants Website: https://www.infinityfc.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230627</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the US stock market decline, the Bank of England interest rate hike, UK inflation, European flash PMI data, Flight Centre, Fletcher, and EROAD.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230626 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey. </p> <p>Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer <br /> William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/ <br /> Curiosity Corner (Streamyard): https://streamyard.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230623</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women.</p> <p>Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/<br /> Fox & Hare Website: https://foxandharewealth.com/</p> <p>Discover intelliflo for yourself by visiting https://ensombl.com/go/20230622</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this first episode of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices.</p> <p>Coastal Advice Group Website: https://coastaladvicegroup.com.au/<br /> Boutique Advisers Website: https://boutiqueadvisers.com.au/<br /> Sufficient Funds Website: https://sufficientfunds.com.au/<br /> Peoplogica Wesbite: https://www.peoplogica.com/<br /> Wealth Logic Website: https://www.wealthdynamics.com/<br /> Verse Wealth Website: https://www.versewealth.com.au/<br /> EJM Website: https://www.ejm.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230620</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors.</p> <p>REVEX Website: https://revex.net.au/ <br /> Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/ <br /> Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230616</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year.</p> <p>Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/<br /> Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/<br /> First Financial Website: https://firstfinancial.com.au/</p> <p>This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of "turning chaos into calm".</p> <p>Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/<br /> Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/<br /> Moran Partners Financial Planning Website: https://www.moranfp.com.au/<br /> iFactFind Website: https://ifactfind.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230613</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the June RBA interest rate decision, Australian Q1 GDP growth, European Q1 GPD, the China inflation print, EBOS, Infratil, Auckland International Airport, and Baby Bunting.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230612 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep dive into the revenue management tool, how it can be folded into your advice practice, and where they're headed in the future.</p> <p>Feezily Website: https://www.feezily.com/ <br /> Chris Colman LinkedIn: https://www.linkedin.com/in/chriscolman/ <br /> Curiosity Corner (SankeyArt): https://www.sankeyart.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230609</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees.</p> <p>David Harris LinkedIn: https://www.linkedin.com/in/david-harris-83930b34/<br /> Advice Evolution Website: https://www.adviceevolution.com.au/</p> <p>This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230608</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network.</p> <p>Brad Rogers LinkedIn: https://www.linkedin.com/in/bradley-rogers-06808487/<br /> WealthShore Website: https://www.wealthshore.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230606</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, the Bank of Queensland, and the anticipation of the RBA meeting outcome.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230605 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice.</p> <p>Yodal Website: https://yodal.com.au/ <br /> Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/ <br /> Curiosity Corner (Drawify): https://drawify.com/home <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230602</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the industry is headed in the future.</p> <p>Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/<br /> True Direction Financial Website: https://www.truedirection.com.au/about-us</p> <p>This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230601</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed in the future, and the people, values and culture aspects of the business.</p> <p>Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/<br /> Absolute Wealth Advisers Website: https://www.absolute.sydney/<br /> Anganwadi Project Website: https://www.anganwadiproject.com/<br /> B1G1 Website: https://b1g1.com/<br /> AACP Website: https://www.collaborativeaustralia.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230530</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230529 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl Podcast. They discuss using TikTok to reach a new audience, and how to attract the right audience to your content.</p> <p>Tiktok Website: https://www.tiktok.com/<br /> James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ <br /> James Wrigley TikTok: https://www.tiktok.com/@iamjameswrigley<br /> Curiosity Corner (Llama Life): https://llamalife.co/ <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230526</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abilities, rather than replacing them.</p> <p>Justin Lucas LinkedIn: https://www.linkedin.com/in/justin-lucas-18349715/<br /> Koda Capital Website: https://kodacapital.com/</p> <p>This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230525</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business.</p> <p>David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/<br /> Yarra Lane Website: https://www.yarralanegroup.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230523</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie.</p> <p>This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 and subscribe so you don't miss any episodes.</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth.</p> <p>Xeppo Website: https://xeppo.com.au/financial-planners/ <br /> Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/ <br /> Curiosity Corner (Opal): https://www.opal.so/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230519</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved.</p> <p>Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/<br /> Master Your Money Now Website: https://masteryourmoneynow.com.au/</p> <p>This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team.</p> <p>Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/<br /> BBFP Website: https://www.bbfp.com.au/<br /> Landmark Forum: https://landmarkworldwidemelbourne.com/<br /> Echelon Front: https://echelonfront.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230516</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget.</p> <p>This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence.</p> <p>MUA Website: https://www.wemua.com/ <br /> Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/ <br /> Curiosity Corner (Spoke): https://spoke.app/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230512</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video.</p> <p>Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123<br /> The Cyber Collective Website: https://www.thecybercollective.com.au/</p> <p>This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230511 </p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Andrew is joined by Brett Schatto, CEO at Pride Advice. They lift the lid on his practice and talk about how he went from investigating financial services as a detective to actually being in financial services. Brett also talks about how he developed the culture of his business, and how they support their ideal client base. </p> <p>Brett Schatto LinkedIn: https://www.linkedin.com/in/brettschatto/<br /> Pride Advice Website: https://prideadvice.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230509</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover the Reserve Bank of Australia, the Federal Reserve meeting, US Non-farm payrolls, the EBC meeting, the NZ Labour market, JB HI-FI, the National Australia Bank, and Silver Lake Resources.</p> <p>This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230508</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Peita is joined by David Spiteri, Founder and Owner of Life Tech Assist. They talk through the features of the insurance technical support service that provides advisors with independent assistance with life insurance queries, and the tools they supply to assist clients with the claim process.</p> <p>Life Tech Assist Website: https://www.lifetechassist.com.au/ <br /> David Spiteri LinkedIn: https://www.linkedin.com/in/david-spiteri-life-tech-assist/ <br /> Curiosity Corner (My Social): https://mysocial.ai/ <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230505</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p> <p> </p>

<p>Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying process for clients, and how the right process and compliance regime will make sure you are working to the right standard.</p> <p>Tony Smilevski LinkedIn: https://www.linkedin.com/in/tonysmilevski/<br /> Tony Insurance Website: https://tonyinsurance.com.au/</p> <p>Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230504</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia.</p> <p>Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/<br /> EJM Website: https://www.ejm.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230502</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles.</p> <p>This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230501</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice.</p> <p>CDM Solutions Website: https://www.cdmsolutions.com.au/ <br /> Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/ <br /> Curiosity Corner (My Mind): https://mymind.com <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230428</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice.</p> <p>Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/<br /> AZ Next Generation Advisory Website: https://www.aznga.com/</p> <p>Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230427</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients.</p> <p>Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/<br /> Verse Wealth Website: https://www.versewealth.com.au/<br /> OKR Introduction: https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230425</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos.</p> <p>This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230424</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content.</p> <p>Feedsy Website: https://www.feedsy.info/ <br /> Steve Holmes: https://www.linkedin.com/in/steverholmes/ <br /> Curiosity Corner (Blinq): https://blinq.me/ <br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230421</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care and elder advice.</p> <p>Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/<br /> Plenary Wealth Website: https://plenarywealth.com.au/</p> <p>Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230420</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He talks about his journey from "insufficient funds" to Sufficient Funds, how he built and serves his current client base, and how he measures and celebrates success with his team. </p> <p>James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/<br /> Sufficient Funds Website: https://sufficientfunds.com.au/<br /> Peoplogica Wesbite: https://www.peoplogica.com/<br /> Wealth Logic Website: https://www.wealthdynamics.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230418</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week we cover US inflation data, US PPI data, Australian employment data, Australia's potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal.</p> <p>This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230417</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p> <p> </p>