Ensombl Advice Australia

<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>

<p>This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients.</p> <p>intelliflo Website: https://www.intelliflo.com/au <br /> Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ <br /> Curiosity Corner (Circle): https://circle.so/ <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>In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future.</p> <p>Chris Bates Ensombl: https://app.ensombl.com/members/4043358<br /> Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/</p> <p>Craig Bigelow Ensombl: https://app.ensombl.com/members/3099296<br /> Craig Bigelow LinkedIn: https://www.linkedin.com/in/craigbigelowrt/</p> <p>Weathful Website: https://www.wealthful.com.au/</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>James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances.</p> <p>James Wheland LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/<br /> VFS Group Website: https://vfsgroup.com.au/<br /> AMFEX Website: https://amfex.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>The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian.</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>This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your client's investment portfolios and narrow decision-making.</p> <p>Oxford Risk Website: https://www.Oxford Risk.com.au/for-advisers/ <br /> Bianca Kent LinkedIn: https://www.linkedin.com/in/bianca-kent-5947043a/<br /> Greg Davies LinkedIn: https://www.linkedin.com/in/gregbdavies/ <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>Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base.</p> <p>Lucian Russ LinkedIn: https://www.linkedin.com/in/lucian-russ/<br /> Emu Wealth Website: https://www.emuwealth.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>Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat with Ben about where she's at now with her business, and how she balances a growing practice with a young family.</p> <p>Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/<br /> Flourix Wealth Website: https://flourix.com.au/</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 US Non-Farm payrolls, the RBA's rate increase, the collapse of Silicon Valley bank and potential contagion, Carsales and XRO.</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 sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms.</p> <p>OpenInvest Website: https://www.openinvest.com.au/for-advisers/ <br /> Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44 <br /> Curiosity Corner (Storytail) website: https://www.storytail.io/ <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>Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change.</p> <p>Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/<br /> Barry LaValley Website: http://barrylavalley.com/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</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>David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact investing and how it differs from ethical investing, and what's moving forward for ethical investing in Australia.</p> <p>David Rae LinkedIn: https://www.linkedin.com/in/davidjrae/<br /> Ethinvest Website: https://www.ethinvest.com.au/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</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 lower than expected US Durable Goods Orders, US PMI data, European Core Inflation data, Australian Fourth Quarter GDP and Retail Sales data, the slowdown in buyer consumption, and climbing inventory.</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 talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry.</p> <p>Asendium Website: https://www.asendium.com/ <br /> Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ <br /> Curiosity Corner (ChatGPT) website: https://openai.com/blog/chatgpt/ <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>Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of your personal brand and vision, and what works and what doesn't work when it comes to financial planning marketing.</p> <p>Chris Dale LinkedIn: https://www.linkedin.com/in/chrismarketinghq/<br /> MarketingHQ Website: https://www.marketinghq.com.au/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</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>Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money.</p> <p>Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/<br /> Three Kings Website: https://threekings.com.au/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</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 US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy. </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 is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice.</p> <p>Padua Website: https://paduasolutions.com/ <br /> Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ <br /> Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/ <br /> Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.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>Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring customer feedback to enhance your client experience, and how the All Licensee PD Day is evolving to meet adviser demand for efficient CPD.</p> <p>Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186<br /> Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.</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>Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being and mental health through the advice process.</p> <p>Daniel Testa LinkedIn: https://www.linkedin.com/in/daniel-testa-afp%C2%AE-5a5aa9108/<br /> Tribeca Financial Website: https://www.tribecafinancial.com.au/</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://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the January US and UK CPI print, US retail sales data, REINZ housing data, JB Hi-Fi, James Hardie, CBA, Westpac and NAB.</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>This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365.</p> <p>Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/ <br /> Fin365 Website: https://fin365.com.au <br /> Curiosity Corner (Focusmate) website: https://www.focusmate.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>Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. She and Clayton talk about the changes she's made in her life in the past year, and her journey to becoming a financial educator.</p> <p>Jess Brady Ensombl: https://app.ensombl.com/members/2416358<br /> Jessica Brady Website: https://jessicabrady.com.au/<br /> Ladies Talk Money Website: https://www.ladiestalkmoney.com.au/</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://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into financial planning and advice, and creating consistency of advice across the entire business.</p> <p>Warren Strybosh LinkedIn: https://www.linkedin.com/in/warren-strybosch-3a363527/<br /> Find Group Website: https://findgroup.com.au/</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://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover US unemployment data, the US Consumer Sentiment Survey, the RBA February meeting, REA, Disney, and Alphabet.</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 week's episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive into the features of the Ignition app, and how it can be used to further improve efficiency.</p> <p>Ignition Website: https://www.ignitionapp.com/ <br /> Brendan Allen LinkedIn: https://www.linkedin.com/in/brendan-allen-klein/ <br /> Curiosity Corner (Roam Research) website: https://roamresearch.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>Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins Clayton to chat all things Advice Tech, including how soon AI may be integrated into the advice process.</p> <p>Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/<br /> Caboodle Financial Services Website: https://www.caboodlefs.com.au/</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://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients.</p> <p>Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/<br /> Hewison Private Wealth Website: https://www.hewison.com.au/</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://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport.</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 talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile.</p> <p>Adviser Ratings Website: adviserratings.com.au <br /> Angus Woods LinkedIn: https://www.linkedin.com/in/angus-woods-a5a7025/<br /> Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx <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>Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices.</p> <p>Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/<br /> Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/</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://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors.</p> <p>Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/<br /> MinterEllison Website: https://www.minterellison.com/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.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>Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk. </p> <p>Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b0b18a/<br /> Emily Guy Birken Website: https://www.emilyguybirken.com/</p> <p>Eric Brotman LinkedIn: https://www.linkedin.com/in/ebrotman/<br /> BFG Financial Advisors Website: https://bfgfa.com/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.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>Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients.</p> <p>Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/<br /> Future Proof Wealth Website: https://www.futureproof.com.au/</p> <p>Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/<br /> Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.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>Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities.</p> <p>Grant Hackett LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225/<br /> Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/<br /> Generation Life Website: https://genlife.com.au/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.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>Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice.</p> <p>Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/<br /> Retire With Possibilities Website: https://www.retirewithpossibilities.com/</p> <p>To find out more about Generation Life's market leading innovations in tax effective investment and retirement solutions visit https://genlife.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>Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of rolling out an insurance-only solution, and the steps he's taken to build and strengthen his team.</p> <p>Phil Thompson Website: https://www.linkedin.com/in/philjthommo/<br /> Skye Financial Website: https://www.skye.com.au/</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://www.ensombl.com/</p> <p>General Disclaimer – https://www.xyadviser.com/disclaimer/</p>

<p>This week we cover the Australian fourth quarter CPI data, US GDP data and the US core PCE index, ResMed, Origin Energy, and Tesla.</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 Anthony Lyon, Founder at iComply2. They talk through the suite of integrated apps, and how they can be used to simplify the advice process and maintain compliance.</p> <p>icomply2 Website: https://www.icomply2.com.au/ <br /> Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a <br /> Curiosity Corner (Motion) website: https://www.usemotion.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>