In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice through automation and partnerships.
Emily Shurey (M) LinkedIn: https://www.linkedin.com/in/playfulmarketing/
Employment Hero Website: https://employmenthero.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240426
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Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their investment philosophy and process.
Josh Derrington LinkedIn: https://www.linkedin.com/in/josh-derrington-43720158/
Alvia Partners Website: https://alviapartners.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240425
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most.
Elixir Consulting Website: https://elixirconsulting.com.au/
Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/
Blueprint Wealth Website: https://www.bpwealth.com.au/
Sherlock Wealth Website: https://sherlockwealth.com/
Peloton Partners: https://www.pelotonpartners.com.au/
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In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Richard Rauch LinkedIn: https://www.linkedin.com/in/richard-rauch-cfa-a8991020/
Brandywine Global Website: https://brandywineglobal.com/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240422
Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20240422
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This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
MoneyMind Profile Website: https://www.moneymindprofile.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419
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In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/
Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/
First Financial Website: https://firstfinancial.com.au/
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Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future of the industry.
Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/
Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/
Finito Website: https://www.finito.com.au/
EOS Worldwide Website: https://www.eosworldwide.com/
Rocket Fuel by Gino Wickman and Mark C. Winters: https://rocketfueluniversity.com/rocket-fuel-book/
Infinite Game by Simon Sinek: https://simonsinek.com/books/the-infinite-game/
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This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools.
James Rose LinkedIn: https://www.linkedin.com/in/jamesrose0/
Content Snare Website: https://contentsnare.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited
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Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business.
Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/
Cardena Website: https://www.cardena.com.au/
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Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations.
Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
Wattle Partners Website: https://www.wattlepartners.com.au/
Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly
Australian Investors Podcast: https://podcasts.apple.com/us/podcast/australian-investors-podcast/id1414707038
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This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features.
Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/
FinMate AI Website: https://www.finmate.ai/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited
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Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice.
Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-the-wealth-mentor/
The Wealth Mentor Website: https://www.wealth-mentor.com.au/
Aureus Financial Website: https://www.aureusfinancial.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240404
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In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community.
Calder Wealth Management Website: https://www.calderwm.com.au
Ben Calder LinkedIn: https://www.linkedin.com/in/benicalder/
Ivana Sanzari LinkedIn: https://www.linkedin.com/in/ivana-sanzari-abb03033/
Herbers Diamond Structure: https://www.herbersandcompany.com/diamond-teams
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In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations.
Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/
Tele-Sense Website: https://www.tele-sense.com.au/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals
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This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors.
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/
Nathan Fradley Website: https://www.nathanfradley.com.au
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240328
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In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences among younger generations.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/
Harry Mantzouratos LinkedIn: https://www.linkedin.com/in/harry-mantzouratos-8670781/
Much More Than Money Website: https://muchmorethanmoney.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this.
Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/
Robert Daniele LinkedIn: https://www.linkedin.com/in/robert-daniele/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawyers to effectively educate families and mediate complex issues throughout the process.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/
Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/
Amplify Wealth Website: https://www.amplifywealth.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a smooth transition of wealth from one generation to the next.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/
Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/
Precision Financial Website: https://www.precisionfinancial.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer’: https://ensombl.com/go/20240327
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In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.
Andrew Sherlock LinkedIn: https://www.linkedin.com/in/andrew-sherlock-adviser/
Jacqui Sherlock LinkedIn: https://www.linkedin.com/in/jacqui-sherlock/
Sherlock Wealth Website: https://sherlockwealth.com/
Slipstream Group: https://slipstreamgroup.com.au/
Jenny Pearse: https://www.linkedin.com/in/jennypearse/
Peloton Partners: https://www.pelotonpartners.com.au/
Lavista: https://www.lavista.com.au/
Vivere Group: https://viveregroup.com.au/
Mastering the Rockerfeller Habits: https://scalingup.com/book-mrh/
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This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future.
Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/
Upworth Website: https://upworth.com.au/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322
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Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees.
Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/
FS Recruitment Solutions Website: https://fsrecruitmentsolutions.com.au/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240321
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In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.
Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/
Engagement Hub Website: https://engagementhub.net/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315
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Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor.
Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/
The Social Adviser Website: https://thesocialadviser.com/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240314
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This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding.
Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/
Workato Website: https://www.workato.com/
Luke's AI Video: https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7150654578265374722
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240308
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