Ensombl Advice Australia

<p>Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build Esencia through merging four firms, his focus on developing talent and client relationships, and his vision for the future of the Australian advice industry.</p> <p>Matt Fenning LinkedIn: https://www.linkedin.com/in/matthewfenning/<br /> Esencia Wealth Website: https://esenciawealth.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240813</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, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion.</p> <p>Bryce Anderson LinkedIn: https://www.linkedin.com/in/bryce-anderson-cfa-5589628/<br /> Joseph Lai LinkedIn: https://www.linkedin.com/in/joseph-lai-130278/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240812</p> <p>For more information on Ox Capital Management visit our website https://ensombl.com/go/2-20240812</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, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively.</p> <p>Alex Walker LinkedIn: https://www.linkedin.com/in/alexander-w-32a7b339/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of community awaits you at Netwealth: https://ensombl.com/go/20240809</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 Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast "Financial Autonomy", the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model.</p> <p>Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/<br /> Guidance Financial Services Website: https://guidancefs.com.au/<br /> Financial Autonomy Website: https://financialautonomy.com.au/</p> <p>Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240808</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>Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the history and evolution of his multi-disciplinary practice, the importance of creating a positive work environment, fostering a sense of family within the team, and teaching good habits to the next generation. They also explore the potential of new technologies, such as AI and blockchain, to transform the way advice is delivered.</p> <p>Jake Reus LinkedIn: https://www.linkedin.com/in/jakereus/<br /> Bob Reus & Co Website: https://reus.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240806</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, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools.</p> <p>Nga Nguyen LinkedIn: https://www.linkedin.com/in/nga-nguyen-000b1b13/<br /> PortalStack website: https://portalstack.io/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of community awaits you at Netwealth: https://ensombl.com/go/20240802</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>Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client waitlists, leveraging technology and outsourcing to improve efficiency, and the benefits of running her own business compared to being an employee.</p> <p>Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/<br /> Mazi Wealth Website: https://maziwealth.com.au/</p> <p>Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/</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 talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients' needs and preferences, leveraging technology, and building connections.</p> <p>Joel Harty LinkedIn: https://www.linkedin.com/in/joel-harty/<br /> Paulina Roncevic LinkedIn: https://www.linkedin.com/in/paulina-r-94ab7142/<br /> Jacaranda Financial Planning Website: https://www.jacarandafp.com.au/<br /> Heffron Website: https://www.heffron.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240730</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, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of the Weel spend management platform, including its use of AI for sales team efficiency, expense management capabilities, subscription management, and the potential for AI to further enhance the platform's functionality.</p> <p>Cale Bulgin LinkedIn: https://www.linkedin.com/in/cale-bulgin-082211113/<br /> Weel Website: https://letsweel.com/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240726</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>Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca's plans to attract and develop young talent in the financial planning profession.</p> <p>Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/<br /> Rising Tide Website: https://risingtidefinancial.com.au/<br /> Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/</p> <p>Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/</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>Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew discuss his career path from lawyer to financial planner, the importance of culture and ethics in the industry, the role of technology and AI in financial advice, and the need for effective dispute resolution and consumer-first practices.</p> <p>Shail Singh LinkedIn: https://www.linkedin.com/in/shail-singh-8309a920/<br /> AFCA Website: https://www.afca.org.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240723</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, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered tool that turns raw meeting transcripts into compliant file notes. They discuss the features and benefits of Claras.ai, how it can reduce administrative burdens, improve client communication, and maintain consistency in file notes.</p> <p>Stuart Riddle LinkedIn: https://www.linkedin.com/in/stuartriddle/<br /> Knkt Interactive Website: https://www.knkt.com.au/<br /> Claras Website: <a href= "https://claras.ai/">https://claras.ai/</a><br /> Choosing an AI File Note Platform or Tool Checklist: https://help.claras.ai/en/article/checklist-choosing-an-ai-file-note-platform-or-tool-1cmugel/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240719</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>Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client's situation and providing realistic advice tailored to their needs.</p> <p>Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/<br /> Three Kings Website: https://www.threekings.com.au/</p> <p>Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/</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>Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry into financial planning to building a successful practice focused on client experience, global team management, and sustainable growth.</p> <p>Avondale Wealth Website: https://www.avondalewealth.com.au/<br /> Fortnum: https://fortnum.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240716</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, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino".</p> <p>Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/<br /> Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240712</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>Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression.</p> <p>Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/<br /> UNICA Wealth Website: https://unicawealth.com.au/<br /> Filenote.ai Website: https://www.filenote.ai/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709</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, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs.</p> <p>Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/<br /> Bonjoro Website: https://www.bonjoro.com/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240705</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>Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.</p> <p>Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/<br /> Tribeca Financial Website: https://www.tribecafinancial.com.au/</p> <p>Register for the All Licensee PD Day on November 26th at ensombl.com/ALPD</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>Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.</p> <p>Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/<br /> Collins SBA Website: https://www.collinssba.com.au/<br /> PRISM: https://public.prismbrainmapping.com/<br /> Peloton Partners: https://www.pelotonpartners.com.au/<br /> Workato: https://www.workato.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240702</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, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features.</p> <p>Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/<br /> Finura Group Website: https://finuragroup.com/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240628</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>Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency.</p> <p>Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/<br /> Securinvest Financial Group Website: https://sifs.com.au/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240627</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 Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being.</p> <p>Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/<br /> Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/<br /> Russell Collins: https://rics.com.au/about/russell-collins/<br /> FAAA Website: https://faaa.au/<br /> Jim Collins Hedgehog Concept: https://www.jimcollins.com/article_topics/articles/hedgehog-concept-business-sectors.html</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240625</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, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement.</p> <p>Jacqueline Barton LinkedIn: https://www.linkedin.com/in/jacqueline-barton/<br /> Simply Advice Websites: https://advicewebsites.com.au/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240621</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>Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing.</p> <p>Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/<br /> Skye Wealth Website: https://www.skye.com.au/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240620</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 installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting.</p> <p>Sandra Miller LinkedIn: https://www.linkedin.com/in/sandra-miller-58509a1/<br /> Halstead Financial Services Website: https://halsteadfs.com.au/<br /> Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.</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, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised outreach and education.</p> <p>Iain Jeffery LinkedIn: https://www.linkedin.com/in/iain-jeffery-43414214/<br /> Wealthpoint Financial Planning Website: https://www.wealthpointfp.com.au/<br /> Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.</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, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes.</p> <p>Adam French LinkedIn: https://www.linkedin.com/in/adampaulfrench/<br /> Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.</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 final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages.</p> <p>Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/</p> <p>To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.</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 Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and knowledge in the industry.</p> <p>Iain Rogers LinkedIn: https://www.linkedin.com/in/iainrog/<br /> Nestworth Website: https://nestworth.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240618</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, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to homeownership, and our experts explore these new options – the benefits and potential pitfalls, as well as access paths for investors.</p> <p>Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/<br /> Jessica Ellerm LinkedIn: https://www.linkedin.com/in/jessicaellerm/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240617</p> <p>Learn more about <a href= "https://ensombl.com/go/2-20240617">HOPE Housing and explore educational material:</a> https://ensombl.com/go/2-20240617</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, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.</p> <p>Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/<br /> LivePreso Website: https://www.livepreso.com/advice<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at <a href= "https://ensombl.com/go/20240614">Netwealth</a>.</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>Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships.</p> <p>Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/<br /> Unite Wealth Website: https://unitewealth.com.au/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240613</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 chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life.</p> <p>Jerry Kalogeropoulos LinkedIn: https://www.linkedin.com/in/jerrykalogeropoulos/<br /> Philip Taaffe LinkedIn: https://www.linkedin.com/in/philip-taaffe/<br /> Aptium Website: https://www.aptium.com.au/<br /> Monday.com Website: https://monday.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240611</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, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes.</p> <p>Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/<br /> Retrac Website: https://www.retrac.com.au/<br /> Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at <a href= "https://ensombl.com/go/20240607">Netwealth</a>.</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>Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale.</p> <p>Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/<br /> Akambo Financial Group Website: https://www.akambofg.com/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240606</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>Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values.</p> <p>Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/<br /> Rekab Advice Website: https://rekabadvice.com.au/<br /> Centsability Podcast: https://centsability.net.au/podcast/<br /> FAAA Website: https://faaa.au/<br /> The Equanimity Project: https://theequanimityproject.org/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240604</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, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar's Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current 'higher for longer' environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations.</p> <p>Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/<br /> Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240603</p> <p>Our research highlights strategies you can implement now into your practice to combat longevity risk: https://ensombl.com/go/2-20240603</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, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy.</p> <p>Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/<br /> Complete Wealth Website: https://completewealth.com.au/<br /> Platformplus Website: https://platformplusams.com.au/<br /> Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163<br /> Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531</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>Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience.</p> <p>Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/<br /> PlanningSolo Website: https://www.planningsolo.com.au/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530</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, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time.</p> <p>James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/<br /> FinTalkr Website: https://fintalkr.com/<br /> German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd9e0c44<br /> Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at <a href= "https://ensombl.com/go/20240524">Netwealth</a>.</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>Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events.</p> <p>Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/<br /> Integer Financial Group Website: https://www.integerfg.com.au/<br /> Leveraged MD Website: https://www.leveragedmd.com.au/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240523</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 episode sees host James Whelan joined by Morningstar's Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics.<br /> <br /> Matt Wacher LinkedIn: <a href= "https://www.linkedin.com/in/mattwacher/">https://www.linkedin.com/in/mattwacher/</a><br /> Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240520</p> <p>Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/2-20240520</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, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness".</p> <p>Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/<br /> Kiandra Website: https://www.kiandra.com.au/<br /> Working Prototype Initiative: https://www.kiandra.com.au/working-prototype<br /> Notud: https://www.notud.com/financialplanners<br /> OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/</p> <p>A world of engagement awaits you at <a href= "https://ensombl.com/go/20240517">Netwealth</a>. </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>Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings.</p> <p>Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/<br /> Absolute Wealth Advisers Website: https://www.absolute.sydney/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516</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, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.</p> <p>Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/<br /> Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/</p> <p>For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515</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, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry.</p> <p>Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/<br /> Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/<br /> Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/</p> <p>For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515</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 final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach.</p> <p>Devan King LinkedIn: https://www.linkedin.com/in/devan-king/<br /> Ikigai Wealth Website: https://ikigaiwealth.com.au/<br /> Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/</p> <p>For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515</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, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients.</p> <p>Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/<br /> Retiremap Website: https://retiremap.com.au/<br /> Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/</p> <p>A world of engagement awaits you at <a href= "https://ensombl.com/go/20240510">Netwealth Investments Limited</a>.</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>Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry.</p> <p>Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/<br /> Angel Advisory Website: https://www.angeladvisory.com.au/</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509</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>With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation methods, and the role it can play within a portfolio.</p> <p>Ameya Hattangadi LinkedIn: https://www.linkedin.com/in/ameya-hattangadi-cfa-58358615/<br /> Pete Robinson LinkedIn: https://www.linkedin.com/in/pete-robinson-2b70069/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240506</p> <p>This episode is proudly sponsored by Challenger https://ensombl.com/go/2-20240506</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>