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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Self help, Personal development and Mental health
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En este espacio trataremos temas relacionados con la salud, el entrenamiento, la filosofía del movimiento, fisioterapia, etc. Todo enfocado desde un punto de vista critico, basado en la evidencia científica y la coherencia evolutiva.
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Ensoul Media - Fearless, Bold, and Aligned. Ensoul Podcasts are created to house real conversations concerning black culture, the everyday-Black Girl, along with uplifting the boss in you! Podcast Line Up: The Lull/ Sunday's at 7 PM with Co-Host Vivian Page
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At Ensono Tech Corner we talk with a variety of spokespeople to get their take on current tech trends and how they effect us. Our guests challenge conventional opinions and disrupt traditional schools of thought to bring out a fresh perspective on events in modern business.
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AKA "Ensorcelled; Or a low-key, hate-free, HP, D&D Podcast" Ensorcelled is a TTRPG podcast taking place in a world you might recognize. Experience the magic of a world that many of us imagined as a home at some point or other. However, OUR magical world is diverse, inclusive, and accepting. Transphobes and TERFS hold no sway here. Four girls of a similar age meet on a train heading toward Hogweed Academy of Spellcraft and Sorcery, where they will be thrown into everything a typical, magical ...
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Sounds like Loco Dice, Villalobos, Deetron, tINI or Martin Buttrich. Mix, deconstruct and reconstruct the tracks to add a personal touch to his sets. Born in Barcelona (Spain), the city where he still lives and works. His interest in electronic music started in the early 80s when he discovered the Chicago’s house music. His main influences from this period were Marshall Jefersson, Micker Oliver, Tyree, Steve "Silk" Hurley, Tony Scott. Later on he get inspired by artists such as Pete Tong, Ni ...
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In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features of 3Lines 2.0, which aims to streamline compliance management for financial services licensees by offering a comprehensive, AI-enhanced solution that addresses common pain points and enables licensees to focus more on serving their clients. …
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Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors. Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Websi…
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Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral finance, marketing, sales processes, AI tools, human-first advice, balancing business growth with personal well-being, and their thoughts on the 2024 Future Proof Festival as a whole. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/p…
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Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more c…
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Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/…
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Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation. Peita Diamandtidis LinkedIn: https://www.linkedin.com/…
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In this week's episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino's vision to connect the back office and automate the advice process using AI, including their current file note automation functionality, upcoming features, and the potential for AI to enhance client relationships and reduce the cost of advice. Josh …
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In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including the firm's accounting and financial planning services, his approach to networking and client acquisition, his expertise in providing financial advice during divorce and separation, and his experience of writing and publishing a book. Josh Pe…
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In this first episode, Peita talks with John O'Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the "Advice 2023: The Big Shift" report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisors to embrace these changes a…
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In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions. Tim Lea LinkedIn: https://ww…
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In this episode, Peita talks with Kerry Ong, General Manager - Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability. Kerry Ong LinkedIn: https://www.linkedin.com/in/kerryong/ Ensombl Iress Space: https://app.ensombl.c…
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In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and …
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This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, its origins, features, benefits for financial advisors and clients, future development plans and expanding its reach both domestically and internationally. George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/ moneyGPS …
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Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company's processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice. Carlie Thatcher LinkedIn: https://www.linkedin.com/i…
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In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist - Strategy and Research at Vanguard Australia. They explore the key insights from Vanguard's research on how Australians are preparing for and experiencing retirement, including the importance of home ownership, and the role of advisors in addressing concerns aroun…
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In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue the conversation on retirement planning in Australia, including the impact of the cost of living crisis, home ownership trends, balancing family support with personal financial needs, the importance of early engagement wi…
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Engine Room Podcast #49 - Brett Taggart
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Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his journey in building the Bell Partners financial services group, including its expansion into regional areas, innovative use of technology, focus on culture and team development, and commitment to giving back to the community. Brett Tagg…
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Investment Podcast #16 - Index vs Active
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In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in wh…
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This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature works as an Australian eSigning and identity verification solution, as well as their customer-focused approach, transparent pricing model, seamless integrations, and commitment to cyber security. Daniel Edridge LinkedIn: https://www.linke…
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Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and evolved, their growth strategy, client service model, use of technology and AI, investment approach, and the lessons Tim's learned over 11 years of running the practice. Tim Townsend LinkedIn: https://www.linkedin.com/in/tim-townsend-311…
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In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisors, and the value of leveraging AI tools to create educational…
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Investment Philosophies in Action #2
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In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss how he implemented an investment philosophy and managed account solution for his wealth management practice over an 18-month period, involving his team, clients, and external investment professionals. Michael Bova LinkedIn: http…
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In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisors, support staff, client relationships, and external stakeholders. L…
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Engine Room Podcast #48 - Unpacking Entireti
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In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. They revisit four recent episodes and discuss the key elements that impressed them the most. Matt Brown LinkedIn: https://au.linkedin.com/in/matt-brown-84177b63 Neil Younger LinkedIn: https://au.linkedin.com/in/neilyounger Entireti Website: https://en…
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AdviceTech Podcast #98 - Plutosoft Update
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In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft and how it's grown, their focus on onboarding and change management, robust cyber security measures, new functionality, and client success stories. Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Plutosoft Webs…
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Andrew is the Founder at CoreData Group. He and James discuss CoreData's research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia. Andrew Inwood LinkedIn: htt…
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Engine Room Podcast #47 - David Gibson
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In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David's career journey from banking to financial planning, the growth and evolution of his firm, its approach to business succession and ownership structure, and the challenges and opportunities currently facing the financial planning …
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Investment Podcast #15 - Investing in AI
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Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode,…
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In this week's episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives an update on AstuteWheel, how it can be used to enhance client engagement and streamline processes, and the continued improvements and updates they're consistently making. AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger Lin…
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Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and dev…
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Enhancing Your Technology, Business & Client Experience #1
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In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging te…
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Enhancing Your Technology, Business & Client Experience #2
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In this episode, Jackie Clark and Sue Viscovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability. Jackie Clark LinkedIn: https://www…
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Enhancing Your Technology, Business & Client Experience #3
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In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethica…
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Enhancing Your Technology, Business & Client Experience #4
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In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations. Peter W…
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the key elements that impressed them the most. Sue Viscovic LinkedIn: https://www.linkedin.com/in/sueviskovic/ Elixir Consulting Website: https://elixirconsulting.com.au/ Advice Operations Research Report (2024): https://vbp.ac-page.com/advice-oper…
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This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta's mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisors and product manufacturers. Ele…
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Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business. Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlan…
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Engine Room Podcast #45 - Matt Fenning
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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. Matt Fenning LinkedIn: https://www.linkedin.com/in/matthewfenning/ Esencia Wealth Website: https://esenc…
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Investment Podcast #14 - Emerging Markets
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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 w…
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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. Alex Walker LinkedIn…
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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. Paul Benson Linke…
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Engine Room Podcast #44 - Jake Reus
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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, …
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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. Nga Nguyen LinkedIn…
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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. Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth W…
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Engine Room Podcast #43 - Joel Harty and Paulina Roncevic
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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 technolo…
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El Arte de Superar el Miedo en la Escalada Deportiva
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¿Te sientes paralizado por el miedo cuando estás escalando? ¡No estás solo! En este video, exploraremos El Arte de Superar el Miedo en la Escalada Deportiva mediante una aproximación progresiva y medible. Basándonos en los principios de la psicología comportamental, te mostraré cómo la exposición voluntaria, gradual y progresiva puede ayudarte a en…
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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. Cale Bulgin LinkedIn: http…
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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. Rebecca Pritch…
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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 pra…
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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 note…
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