Ensombl Advice Australia

<p>In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this.</p> <p>Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/<br /> Teneale Laister LinkedIn: https://www.linkedin.com/in/teneale-laister-4a3a3850/<br /> Alman Partners Website: https://www.alman.com.au/<br /> Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/</p> <p>To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131</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, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation.</p> <p>Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/<br /> Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/</p> <p>To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131</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, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for different asset classes.</p> <p>Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/<br /> David Macri LinkedIn: https://www.linkedin.com/in/david-macri-cfa-30a2902/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240129</p> <p>To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20240129</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 once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future.</p> <p>Padua Website: https://www.paduasolutions.com/<br /> Anne-Marie Esler LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/<br /> Original Padua episode: https://ensombl.com/podcasts/advicetech23/<br /> Curiosity Corner (Forekast) Website: https://forekast.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/20240126</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>Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office.</p> <p>Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/<br /> McQueen Group Website: https://www.mcqueengroup.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240125</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients.</p> <p>Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ <br /> Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/<br /> Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ <br /> Leave a voice message for Peita: https://www.speakpipe.com/PeitaD </p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240119</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>John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice.</p> <p>John Manserra LinkedIn: https://www.linkedin.com/in/john-manserra/<br /> Apex Advice Website: https://apexadvice.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240118</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>Host James Whelan is joined by PIMCO's Robert Mead and Morningstar's James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give clients the confidence to re-enter FI markets.</p> <p>James Foot LinkedIn: <a href= "https://www.linkedin.com/in/james-foot-b8609b20/">https://www.linkedin.com/in/james-foot-b8609b20/</a><br /> Robert Mead LinkedIn: <a href= "https://www.linkedin.com/in/rob-mead-a7b200109/">https://www.linkedin.com/in/rob-mead-a7b200109/</a><br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240115</p> <p>Find out more about PIMCO's active approach to fixed income investing, visit https://ensombl.com/go/2-20240115</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors.</p> <p>AdviceGPT Website: https://www.icomply2.com.au/advicegpt <br /> Anthony Lyon: https://www.linkedin.com/in/anthony-lyon-2463446a<br /> Original iComply episode: https://ensombl.com/podcasts/advicetech19<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/20231215</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 Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products.</p> <p>David Orford LinkedIn: https://www.linkedin.com/in/david-orford/<br /> Optimum Pensions Website: https://www.optimumpensions.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231214</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 Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant.</p> <p>Personr Website: https://www.personr.co/<br /> Charlie Westerman: https://www.linkedin.com/in/charlie-westerman/<br /> Curiosity Corner (Wonderplan ): https://wonderplan.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/20231208</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>Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for top-performing advisors.</p> <p>Aaron Kane LinkedIn: https://www.linkedin.com/in/aaron-kane-58a94744/<br /> EK Financial Group Website: https://ekfinancialgroup.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231207</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>Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients.</p> <p>Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/<br /> Blueprint Wealth Website: https://www.bpwealth.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231205</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>Mason Stevens' CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.</p> <p>Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/<br /> Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204</p> <p>To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204</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 talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients invest in property, while also working with financial advisors to provide their clients with transparent property investment solutions.</p> <p>PropHero Website: https://prophero.com.au/ <br /> Mickael Roger LinkedIn: https://www.linkedin.com/in/mickaelyroger/<br /> Curiosity Corner (Famewall): https://famewall.io/ <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/20231201</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>Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he managed to spent three back-to-back ski season's overseas while contract paraplanning.</p> <p>Billy Norman LinkedIn: https://www.linkedin.com/in/billynormanfp/<br /> Link Wealth Group Website: https://www.linkwealth.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231130</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 is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting up an insurance policy for success through getting comfortable with difficult medical conversations, managing client expectations throughout the process, and by finding the value in the insurance policy over its lifetime.</p> <p>Anita Muecke LinkedIn: https://www.linkedin.com/in/anitamuecke/<br /> AVA Insurance Consulting Group Website: https://avaicg.com.au/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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>Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of living pressures and increasing insurance premiums.</p> <p>Hayden White LinkedIn: https://www.linkedin.com/in/haydenwhite/<br /> Poole and Partners Website: https://pooleandpartners.com.au/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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 is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claims experience to differentiate your client experience, including developing a clear claim process, and by maintaining positive communication with your clients.</p> <p>Alex Braun LinkedIn: https://www.linkedin.com/in/abraunlifeinsurancespecialist/<br /> Halstead Financial Services Website: https://halsteadfs.com.au/<br /> Andrew Morrison LinkedIn: https://www.linkedin.com/in/andrew-morrison-060482a/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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 installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own mental health, and how they can help their clients in the event of a claim or stressful circumstance.</p> <p>Glenn Baird LinkedIn: https://www.linkedin.com/in/glenn-baird-1781a181/<br /> TAL Australia Website: https://www.tal.com.au/<br /> Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/</p> <p>To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129</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 Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to client onboarding and tech stack.</p> <p>Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/<br /> Belinda Dalton LinkedIn: https://www.linkedin.com/in/belinda-dalton-603612146/<br /> Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/<br /> The WID Factor: https://www.thewidfactor.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231128</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 Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial advisors and their clients learn more about ethical investing and direct investments towards sustainability issues.</p> <p>Altiorem Website: https://altiorem.org/ <br /> Alexandra Brown LinkedIn: https://www.linkedin.com/in/ethicalinvest/<br /> Curiosity Corner (Waterdo): https://waterdo.seekrtech.com/en/<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/20231124</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>Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing.</p> <p>Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/<br /> 2020 Wealth: https://2020-wealth-pty-ltd.business.site/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231123</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool.</p> <p>Paraplanner.ai Website: https://www.paraplanner.ai/ <br /> Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/<br /> Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/<br /> Curiosity Corner (Sleeptown): https://sleeptown.seekrtech.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/20231117</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>Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need through her role as Chair of the Pro Bono Financial Advice Network.</p> <p>Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/<br /> Nicola Beswick Website: https://www.nicolabeswick.com/<br /> FMD Financial Website: https://www.fmd.com.au/<br /> Pro Bono Financial Advice Network Website: https://www.probonoadvice.com.au/</p> <p>Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231116</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals.</p> <p>Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/<br /> Wealthyer Website: https://wealthyer.com.au/<br /> Shachar Kariv Profile: https://www.econ.berkeley.edu/faculty/825<br /> Capital Preferences Website: https://www.capitalpreferences.com/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included.</p> <p>Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/<br /> Innovative Wealth Solutions Website: https://www.iwsonline.com.au/<br /> Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/<br /> Capital Preferences Website: https://www.capitalpreferences.com/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice.</p> <p>Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/<br /> Treysta Wealth Website: https://www.treystawealth.com.au/<br /> Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/<br /> Capital Preferences Website: https://www.capitalpreferences.com/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews.</p> <p>Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/<br /> Financial Lifestyle Managers Website: https://flm.com.au/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network</p> <p>To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115</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 of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most.</p> <p>Elixir Consulting Website: https://elixirconsulting.com.au/<br /> RI Advice Website: https://rilowerhunter.com.au/<br /> Fitzpatricks Private Wealth Website: https://fitz.com.au/<br /> Lifebid Website: https://lifebid.com.au/<br /> MBS Insurance Website: https://mbsinsurance.com.au/<br /> Centaur Financial Services Website: https://centaurfinancial.com.au/<br /> The Great Game of Business: https://www.greatgame.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231114</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 Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot.</p> <p>Microsoft 365: https://www.microsoft.com/en-au/microsoft-365<br /> The Wealth Network Website: https://www.wealthnetwork.net.au/<br /> Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/<br /> Curiosity Corner (TripIt): https://www.tripit.com/web<br /> Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/</p> <p>Zoom Terms and Conditions Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_i-must-confess-i-have-never-been-a-fan-of-activity-7100031983203880960-noGt/<br /> Edge Copilot Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_edge-copilot-gamechanger-activity-7122025825792638976-uBTn/</p> <p>A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231110</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>John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions.</p> <p>John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/<br /> AFA Group Wealth Website: https://www.afagroupwealth.com.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231109</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 Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business.</p> <p>Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/<br /> Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/<br /> Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbarr/<br /> Security In Depth: https://securityindepth.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231107</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 Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the sector.</p> <p>Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/<br /> Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231106</p> <p>Visit our website to learn more about Lennox Capital Partners. https://ensombl.com/go/2-20231106</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data.</p> <p>Cyber Collective Website: https://www.thecybercollective.com.au/<br /> Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/<br /> Curiosity Corner (Fake You): https://fakeyou.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/20231103</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>Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games.</p> <p>Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/<br /> The Adviser Games Website: https://www.theadvisergames.com.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231102</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>Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team.</p> <p>Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/<br /> CBD Advisory Website: https://www.cbdadvisory.com.au/<br /> ASVW Financial Services: https://asvwfs.com.au/<br /> Real Business Matters: https://realbusinessmatters.com.au/<br /> One Minute Manager: https://www.amazon.com.au/Minute-Manager-Kenneth-Blanchard-Ph-D/dp/074350917X</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231031</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>This week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information.</p> <p>HeirWealth Website: https://www.heirwealth.com/<br /> Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/<br /> Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193 <br /> Curiosity Corner (Forgotify): https://forgotify.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/20231027</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>Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice. </p> <p>Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/<br /> Purpose Planning Website: https://www.purposeplanning.com.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231026</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 David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry.</p> <p>David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/<br /> Merchant Website: https://www.merchantim.com/<br /> Global Adviser Alpha Website: https://www.globaladviseralpha.com/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231024</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>Host James Whelan talks all things infrastructure with Morningstar's Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure.</p> <p>Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/<br /> Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/<br /> James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/</p> <p>Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023</p> <p>For more information on ClearBridge Investments contact our team here https://ensombl.com/go/2-20231023</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 Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future.</p> <p>Plutosoft Website: https://www.plutosoft.com.au/ <br /> Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/<br /> Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/ <br /> Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.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/20231020</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 Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent.</p> <p>Chris Young LinkedIn: https://www.linkedin.com/in/chrisyoungcyfa/<br /> CY Financial Advice Website: https://cyfinancialadvice.com.au/<br /> CIFAA Website: https://cifaa.asn.au/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231019</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, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this.</p> <p>Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/<br /> Rekab Advice Website: https://rekabadvice.com.au/<br /> Centsability Website: https://centsability.net.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</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, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling.</p> <p>Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/<br /> Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/<br /> Purpose Advisory Website: https://purposeadvisory.com.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</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, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market.</p> <p>Tim Henry LinkedIn: https://www.linkedin.com/in/henrytim/<br /> Aspire Planning Website: https://www.aspireplanning.com.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</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 the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when they're performing optimally.</p> <p>Marshall Ross LinkedIn: https://www.linkedin.com/in/marshall-ross/<br /> MLC Insurance Website: https://www.mlcinsurance.com.au/<br /> Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/</p> <p>Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018</p> <p>Join the Ensombl platform:<br /> App Store: http://www.ensombl.com/apple<br /> Google Play: http://www.ensombl.com/google<br /> Desktop: https://www.ensombl.com/</p> <p>General Disclaimer – https://www.ensombl.com/disclaimer/</p>

<p>In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most.</p> <p>Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Economics Scholarship Program. If you - or someone you know - would love to do the course to assist them to enter, re-enter and achieve leadership roles across financial services, but can't afford the $2,500 fee (able to demonstrate financial need), they can apply for one of the scholarships through the FAAA. Details are all on the website.</p> <p>The Practice Managers Training Program: https://elixirconsulting.com.au/practice-manager-training-program/</p> <p>Elixir Consulting Website: https://elixirconsulting.com.au/<br /> Moran Partners Financial Planning Website: https://www.moranfp.com.au/<br /> Infinity Financial Consultants Website: https://www.infinityfc.com.au/<br /> Austbrokers Life Website: https://www.austbrokerslife.com.au/<br /> Pivot Wealth Website: https://pivotwealth.com.au/<br /> Evalesco Website: https://evalesco.com.au/</p> <p>Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231017</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 again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the future.</p> <p>ProductRex Website: https://www.productrex.com.au/ <br /> Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/<br /> Original ProductRex episode: https://ensombl.com/podcasts/advicetech7/<br /> Curiosity Corner (Gametize) website: https://gametize.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/20231013</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>Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion.</p> <p>Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/<br /> Akambo Financial Group Website: https://www.akambofg.com/</p> <p>Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231012</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>