Ensombl Advice Australia

<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>

<p>This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of the Moneysoft technology, and how it can be used to create further efficiencies for advisors and close the advice gap for their clients. </p> <p>Moneysoft Website: https://www.moneysoft.com.au/ <br /> Jon Shaw LinkedIn: https://www.linkedin.com/in/jonathanstuartshaw/<br /> Curiosity Corner (Muse App): https://museapp.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/20230414</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>Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to get started today.</p> <p>Celia Polkinghorne LinkedIn: https://www.linkedin.com/in/celia-polkinghorne-copywriter-marketing-strategist/<br /> Bonsai Digital Marketing Website: https://bonsaidigitalmarketing.com/</p> <p>Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230413</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>Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the "business of the business", how they've shaped their workplace culture, and how they've maintained success in their practice.</p> <p>Belinda Good LinkedIn: https://www.linkedin.com/in/belinda-good-5539013b/<br /> Boutique Advisers Website: https://boutiqueadvisers.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: http://www2.xyadviser.com/rzeski</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy.</p> <p>This market highlight is proudly brought to you by Milford: http://www2.xyadviser.com/kl5st8</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement.</p> <p>MyProsperity Website: https://www.myprosperity.com.au/ <br /> Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/<br /> Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4 <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has developed over the past couple of years, why she's introduced the Money Mode School, work-life balance and knowing when you need support.</p> <p>Renae Vercoe LinkedIn: https://www.linkedin.com/in/renaevercoe/<br /> Money Mode Wesbite: https://moneymode.com.au/</p> <p>Join the Schroders Investment Space within the Ensombl Community: http://www2.xyadviser.com/c67dpi</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Mitchell is the Group General Manager at Coastal Advice Group. He sits down with Andrew to lift the lid on the structure and culture of the business, how they've built their team, and how they attract the ideal client base.</p> <p>Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/<br /> Coastal Advice Group Website: https://coastaladvicegroup.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: http://zurich.com.au/adviserportal</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US Core PCE index, the University of Michigan consumer sentiment survey, Eurozone CPI data, the ANZ consumer confidence index, Australian preliminary retail sales data, First Citizen Bank, Albemarle, United Malt Group, and Infratil.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep dive into how to create unique content that speaks directly to your ideal clients.</p> <p>Financial Writers Website: https://financialwriters.com.au/ <br /> Kelly Mackay: https://www.linkedin.com/in/kellybellmanmackay/ <br /> Curiosity Corner (Visualize Habit): https://visualizehabit.com/ <br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>A world of opportunity awaits you at https://netwealth.com.au/woo</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures and what the good practices doing around culture and reputation in the advice landscape.</p> <p>Christine Bau LinkedIn: https://www.linkedin.com/in/christine-bau/<br /> People Focused Website: http://peoplefocused.com.au/</p> <p>Register for the All Licensee PD Day on May 26th at https://ensombl.com/ALPD/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about creating a business and team with a true sense of belonging, living your legacy, and how to build an attraction mechanism that is bigger than you.</p> <p>Paul Dunn LinkedIn: https://www.linkedin.com/in/paulb1g1/<br /> B1G1 Website: https://b1g1.com/</p> <p>To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/ </p>

<p>This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and REIT.</p> <p>This market highlight is proudly brought to you by Milford https://milfordasset.com.au/</p> <p>Join the Ensombl platform:<br /> App Store: http://co.xyadviser.com/xyistore<br /> Google Play: http://co.xyadviser.com/xygplay<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>