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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: February, 2023
#381 Ryan King 0
Feb 27, 2023

Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money.

Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/
Three Kings Website: https://threekings.com.au/

To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.

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27 FEB 2023 - Monday Market Highlights 0
Feb 26, 2023

This week we cover US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy. 

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

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AdviceTech Podcast #23 - Padua 0
Feb 23, 2023

In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice.

Padua Website: https://paduasolutions.com/      
Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ 
Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/   
Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.com/     
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at https://netwealth.com.au/woo

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#380 Emily Jenkins 0
Feb 22, 2023

Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring customer feedback to enhance your client experience, and how the All Licensee PD Day is evolving to meet adviser demand for efficient CPD.

Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186
Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/

To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you.

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#379 Daniel Testa 0
Feb 20, 2023

Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being and mental health through the advice process.

Daniel Testa LinkedIn: https://www.linkedin.com/in/daniel-testa-afp%C2%AE-5a5aa9108/
Tribeca Financial Website: https://www.tribecafinancial.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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20 FEB 2023 - Monday Market Highlights 0
Feb 19, 2023

This week we cover the January US and UK CPI print, US retail sales data, REINZ housing data, JB Hi-Fi, James Hardie, CBA, Westpac and NAB.

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

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AdviceTech Podcast #22 - Fin365 0
Feb 16, 2023

This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the Fin365 platform, which aims to automate the flow of data management in the advice process through unlocking the power of Microsoft 365.

Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/     
Fin365 Website: https://fin365.com.au      
Curiosity Corner (Focusmate) website: https://www.focusmate.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at https://netwealth.com.au/woo

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#378 Jess Brady 0
Feb 15, 2023

Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. She and Clayton talk about the changes she's made in her life in the past year, and her journey to becoming a financial educator.

Jess Brady Ensombl: https://app.ensombl.com/members/2416358
Jessica Brady Website: https://jessicabrady.com.au/
Ladies Talk Money Website: https://www.ladiestalkmoney.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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#377 Warren Strybosch 0
Feb 13, 2023

Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into financial planning and advice, and creating consistency of advice across the entire business.

Warren Strybosh LinkedIn: https://www.linkedin.com/in/warren-strybosch-3a363527/
Find Group Website: https://findgroup.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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13 FEB 2023 - Monday Market Highlights 0
Feb 12, 2023

This week we cover US unemployment data, the US Consumer Sentiment Survey, the RBA February meeting, REA, Disney, and Alphabet.

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

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AdviceTech Podcast #21 - Ignition 0
Feb 9, 2023

In this week's episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive into the features of the Ignition app, and how it can be used to further improve efficiency.

Ignition Website: https://www.ignitionapp.com/   
Brendan Allen LinkedIn: https://www.linkedin.com/in/brendan-allen-klein/ 
Curiosity Corner (Roam Research) website: https://roamresearch.com/  
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at https://netwealth.com.au/woo

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#376 Peita Diamantidis 0
Feb 8, 2023

Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins Clayton to chat all things Advice Tech, including how soon AI may be integrated into the advice process.

Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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#375 Chris Morcom 0
Feb 6, 2023

Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients.

Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/
Hewison Private Wealth Website: https://www.hewison.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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6 FEB 2023 - Monday Market Highlights 0
Feb 5, 2023

This week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport.

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

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AdviceTech Podcast #20 - Adviser Ratings 0
Feb 2, 2023

In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile.

Adviser Ratings Website: adviserratings.com.au      
Angus Woods LinkedIn:   https://www.linkedin.com/in/angus-woods-a5a7025/
Curiosity Corner (Clifton Strengths) Website: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx     
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at https://netwealth.com.au/woo

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#374 Andrew Rocks 0
Feb 1, 2023

Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices.

Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/
Virtual Business Partners Website: https://www.virtualbusinesspartners.com.au/

A world of opportunity awaits you at https://netwealth.com.au/woo

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