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Ensombl Advice Australia

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 financial adviser.
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Now displaying: November, 2022
Nov 30, 2022

Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can practically cultivate great leadership skills, and how we can become better leaders in the year ahead.

Tamar Balkin LinkedIn: https://www.linkedin.com/in/tamarbalkin/
Balkin Coaching Website: https://www.balkincoaching.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

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Nov 28, 2022

Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss his take on the rise of technology in advice, and how the term “financial literacy” can create shame around money.

Vince Scully XY: https://www1.xyadviser.com/members/2272378
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
Life Sherpa Website: https://lifesherpa.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 27, 2022

This week we cover the Reserve Bank of New Zealand, the US Federal Open Market Committee November minutes, Qantas, Virgin Money, Life360 and Polonovo.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Nov 24, 2022

This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo app, and how practices can utilise it to nurture clients towards making well-informed financial decisions.

Otivo Website: https://www.otivo.com/
Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031  
Curiosity Corner (Book like a Boss) website: https://www.booklikeaboss.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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Nov 23, 2022

Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using your personal brand to create authenticity in your business and with your online presence.

Carlii Lyon LinkedIn: https://www.linkedin.com/in/carliilyon/
Carlii Lyon Website: https://carliilyon.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 21, 2022

When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning at Yield Advisory. This time, she joins Ben to chat about how the business has developed, and the importance of being adaptable and open to change.

Morgan Hayward XY: https://www1.xyadviser.com/members/2853291
Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/
Yield Advisory Website: https://yieldadvisory.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 20, 2022

This week we cover the US producer price index, the retail sales report, the New York federal household debt and credit report, Australian employment data, Pendal and Perpetual, BHP, and Aristocrat Leisure.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Nov 17, 2022

This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep dive into the features of the Advice Intelligence software, an end-to-end financial planning solution designed to create further advice innovations and inspire client engagement.

Advice Intelligence Website: https://www.adviceintelligence.com/
Jacqui Henderson LinkedIn: https://www.linkedin.com/in/jacqui-henderson1/ 
Curiosity Corner (Heroic Headshots) website: https://www.heroicheadshots.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

Join the XY platform:
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Nov 16, 2022

Briony is a Motivational Keynote Speaker and author of "Life Is Tough But So Are You". She and Jess discuss how to help and comfort clients when they're given life-changing news, and what we can do better to support those in need.

Briony Benjamin LinkedIn: https://www.linkedin.com/in/briony-benjamin/
Briony Benjamin Website: https://www.brionybenjamin.com/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 14, 2022

Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he approached building his team, and the importance of having an "engine room" and maintaining quality control.

Kristian Zuza LinkedIn: https://www.linkedin.com/in/kristianzuza/
Peak Wealth Management Website: https://peakwm.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Join the XY platform:
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Nov 13, 2022

This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ’s Survey of Expectations, the NAB business confidence index, and the fall of FTX.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Nov 10, 2022

In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth Line's risk management and compliance software, how it complements existing frameworks, and where they're headed in the future.

Fourth Line Website: https://fourth-line.com.au/
Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/ 
Curiosity Corner (Grammarly) Website: https://www.grammarly.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

Join the XY platform:
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Nov 9, 2022

Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of "succeeding at failing", and the balancing act we put ourselves through when defining ourselves as either a success or a failure.

Charlie Fraser LinkedIn: https://www.linkedin.com/in/charlie-fraser-47b84317/
Shadforth Website: https://www.sfg.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 7, 2022

Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her new book "The Five Conversations About Money That Will Radically Change Your Life", and how to create content that makes people actively engage with their money.

Vanessa Stoykov LinkedIn: https://www.linkedin.com/in/vanessa-stoykov/
Evolution Media Group Website: https://evolutionmediagroup.com.au/
Vanessa Stoykov Website: https://vanessastoykov.com.au/
Podcast: https://vanessastoykov.com.au/podcast/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 6, 2022

This week we cover the Fed and RBA cash rate increase, US Employment data, Australian real estate data, Woolworths, Goodman Group, and CSL.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

Join the XY platform:
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Nov 3, 2022

This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.

iFactFind Website: https://ifactfind.com.au/ 
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ 
Curiosity Corner (Airtable) website: https://www.airtable.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

Join the XY platform:
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Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 2, 2022

Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how she was crowned 2022 AFA Financial Adviser of the Year, and what she's doing in her practice to stand out.

Felicity Cooper LinkedIn: https://www.linkedin.com/in/goldcoastfelicitycooper/
Cooper Wealth Management Website: https://www.cooperwealthmanagement.com.au/ 

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Join the XY platform:
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Nov 1, 2022

Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and Fraser discuss all things client experience, from growing your business and future technology concepts.

Stewart Bell LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/
Audere Website: https://audere.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Join the XY platform:
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Nov 1, 2022

Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights and experiences with delivering a great client experience.

Kim Payne LinkedIn: https://www.linkedin.com/in/kimpayne9rok/
9rok Consulting Website: https://9rok.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Nov 1, 2022

Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience enthusiast, and in this installment he and Fraser chat about how technology plays a vital part in the human client experience.

Michael Back XY: https://www1.xyadviser.com/members/2243422
Human to Human Website: https://humantohuman.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Join the XY platform:
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Nov 1, 2022

Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns with your client experience, and how you can win at both.

Suz Chadwich LinkedIn: https://www.linkedin.com/in/suzannechadwick/
Suz Chadwick Website: https://suzchadwick.com/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Join the XY platform:
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Nov 1, 2022

Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology side of the client experience, and how it will continue to shape advice in the future.

Greg Hansen LinkedIn: https://www.linkedin.com/in/greg-hansen-a0640838/
HUB24 Website: https://www.hub24.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

Join the XY platform:
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