This week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process.
Oko Adviser discount code: Ensombl10
Oko Adviser Website: https://www.okoadviser.com/
Tom Culver: https://www.linkedin.com/in/tomculver1
Curiosity Corner (McCrindle): https://mccrindle.com.au/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230929
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Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has in the future of advice.
Jeff Thurecht LinkedIn: https://www.linkedin.com/in/jeffthurecht/
Evalesco Website: https://evalesco.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230928
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This week, Andrew is joined by Brett Wright, Founder at Lifebid. They take a look at how the business came together, life insurance industry challenges and potential solutions, and integrating life insurance advice with other financial services products and the technology required to do so.
Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/
Lifebid Website: https://lifebid.com.au/
Crowdfund Link: https://www.strideequity.com.au/offer/lifebid-holdings-pty-limited
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230926
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James Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/
James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-438b1512/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20230925
Learn more about Macquarie Asset Management. https://ensombl.com/go/2-20230925
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Macquarie Disclaimer – https://www.ensombl.com/mam-disclaimer/
In this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians by connecting consumers with trusted financial experts.
Finito Website: https://www.finito.com.au/
Thabojan Rasiah: https://www.linkedin.com/in/thabojanrasiah/
Matt Boyd: https://www.linkedin.com/in/matthew-boyd-vollie/
Curiosity Corner (Fathom): https://fathom.video/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230922
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Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success.
Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230921
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In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients.
Glen Reilly LinkedIn: https://www.linkedin.com/in/glenreilly/
Fitzpatricks Private Wealth Website: https://fitz.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230919
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This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo's digital interaction workspaces, and how it can reduce churn and increase client retention by streamlining processes.
Moxo Website: https://www.moxo.com/
Moxo’s Regional Director - Australia & New Zealand - Fedja Selimovic: https://www.linkedin.com/in/fedjaselimovic/
Curiosity Corner (Airpano): https://www.airpano.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230915
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Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the future of artificial intelligence within paraplanning practices.
Silvia Wade LinkedIn: https://www.linkedin.com/in/silviawade/
Mutual Plans Website: https://mutualplans.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230914
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In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva's design tools and templates to empower your business.
Canva Website: https://www.canva.com/
Donna Moritz LinkedIn: https://www.linkedin.com/in/donnamoritz/
Socially Sorted Website: https://www.sociallysorted.com.au/
Curiosity Corner (Dynamic QR Codes/Hovercode): https://hovercode.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230907
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Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor.
Maks Mashkivskyy LinkedIn: https://www.linkedin.com/in/maks-mashkivskyy-281937108/
CBD Advisory Website: https://www.cbdadvisory.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230907
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In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice.
Pat Flynn's Website: https://patrickflynn.info/
Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Leave a voice message for Peita: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230901
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Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use.
Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/
Grimsey Wealth Website: https://www.grimsey.com.au/
To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230831
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This week we cover the Jackson Hole Economic Symposium, Global PMI data, Australian and New Zealand reporting season, Iress, IDP Education, Coles, EBOS, Auckland Airport, and Precinct properties.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year.
Asendium Website: https://www.asendium.com/
Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/
Original Asendium episode: https://ensombl.com/podcasts/advicetech24/
Curiosity Corner (Career Roast): https://6figr.com/career-roast
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230825
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Michael is a Business Coach and the Founder of Human to Human. He talks to James about how he got into the advice industry, how the engagement process works with clients, what makes for a good development plan, and how to bring more structure to your business.
Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/
Human to Human Website: https://humantohuman.com.au/
Realise Program: https://humantohuman.com.au/realise/
Discover intelliflo for yourself by visiting https://ensombl.com/go/20230824
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In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success.
Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
Mason Stevens Website: https://masonstevens.com.au/
Andrew Height LinkedIn: https://www.linkedin.com/in/andrew-height-816ab62b/
Height Capital Website: https://heightcapital.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process.
Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/
Moran Partners Website: https://www.moranfp.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey.
Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645
Allied Wealth Website: https://www.alliedwealth.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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In this final episode, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de Maid, Investment Director at BlueRock. They talk over the benefits of utilising an outsourced CIO and how by bringing in external expertise, the committee is able to take advantage of different investment perspectives and give advisers in the business their time back.
Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
Mason Stevens Website: https://masonstevens.com.au/
Gareth de Maid LinkedIn: https://www.linkedin.com/in/gareth-de-maid-834b93106/
BlueRock Website: https://www.bluerock.com.au/
To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/
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This week we cover the RBA cash rate decision, Australian employment data, the RBNZ’s interest rate decision, US July FOMC minutes, Walmart, Carsales, Seek, and Contact Energy.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita is joined by Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, and how it can be used to increase business productivity, employee wellness and retention, and ensure diversity and inclusion.
Impacter Website: https://financy.com.au/impacter/
Bianca Hartge-Hazelman LinkedIn: https://www.linkedin.com/in/biancahhfinancy
Curiosity Corner (Futurepedia): https://www.futurepedia.io/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230818
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Steve is the Managing Director at Link Wealth Group. He and James talk about how his business went from just himself to now a team of about fifty, the adviser training academy they have built, and their social media marketing activities.
Steve Sloane LinkedIn: https://www.linkedin.com/in/stevesloanefinadviser/
Link Wealth Group Website: https://www.linkwealth.com.au/
Discover intelliflo for yourself by visiting https://ensombl.com/go/20230817
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Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and Andrew chat about the genesis of his business, where the advice industry is going in the future, and why he decided to write his book on estate planning.
Gil Gordon LinkedIn: https://www.linkedin.com/in/gordongil/
RI Advice Website: https://rilowerhunter.com.au/
Estate Planning For Life Website: https://estateplanningforlife.com.au/
"The Bugger Went and Died on Me" Book: https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230815
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This week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG Private Equity.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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