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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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Archives
Now displaying: April, 2023
1 MAY 2023 - Monday Market Highlights 0
Apr 30, 2023

This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles.

This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230501

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AdviceTech Podcast #32 - CDM Solutions 0
Apr 27, 2023

This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice.

CDM Solutions Website:  https://www.cdmsolutions.com.au/ 
Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/  
Curiosity Corner (My Mind): https://mymind.com   
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230428

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#394 Paul Barrett 0
Apr 26, 2023

Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice.

Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/
AZ Next Generation Advisory Website: https://www.aznga.com/

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Engine Room Podcast #4 - Corey Wastle 0
Apr 24, 2023

Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients.

Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/
Verse Wealth Website: https://www.versewealth.com.au/
OKR Introduction: https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/

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24 APR 2023 - Monday Market Highlights 0
Apr 23, 2023

This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos.

This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230424

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AdviceTech Podcast #31 - Feedsy 0
Apr 20, 2023

This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content.

Feedsy Website: https://www.feedsy.info/      
Steve Holmes: https://www.linkedin.com/in/steverholmes/ 
Curiosity Corner (Blinq): https://blinq.me/    
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230421

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#393 Nick Donnelly 0
Apr 19, 2023

Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care and elder advice.

Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/
Plenary Wealth Website: https://plenarywealth.com.au/

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Engine Room Podcast #3 - James Millard 0
Apr 17, 2023

In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He talks about his journey from "insufficient funds" to Sufficient Funds, how he built and serves his current client base, and how he measures and celebrates success with his team. 

James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/
Sufficient Funds Website: https://sufficientfunds.com.au/
Peoplogica Wesbite: https://www.peoplogica.com/
Wealth Logic Website: https://www.wealthdynamics.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230418

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17 APR 2023 - Monday Market Highlights 0
Apr 16, 2023

This week we cover US inflation data, US PPI data, Australian employment data, Australia's potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal.

This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230417

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AdviceTech Podcast #30 - Moneysoft 0
Apr 13, 2023

This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of the Moneysoft technology, and how it can be used to create further efficiencies for advisors and close the advice gap for their clients. 

Moneysoft Website: https://www.moneysoft.com.au/      
Jon Shaw LinkedIn: https://www.linkedin.com/in/jonathanstuartshaw/
Curiosity Corner (Muse App): https://museapp.com/   
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230414

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#392 Celia Polkinghorne 0
Apr 12, 2023

Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to get started today.

Celia Polkinghorne LinkedIn: https://www.linkedin.com/in/celia-polkinghorne-copywriter-marketing-strategist/
Bonsai Digital Marketing Website: https://bonsaidigitalmarketing.com/

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Engine Room Podcast #2 - Belinda Good 0
Apr 10, 2023

Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the "business of the business", how they've shaped their workplace culture, and how they've maintained success in their practice.

Belinda Good LinkedIn: https://www.linkedin.com/in/belinda-good-5539013b/
Boutique Advisers Website: https://boutiqueadvisers.com.au/

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10 APR 2023 - Monday Market Highlights 0
Apr 9, 2023

This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy.

This market highlight is proudly brought to you by Milford: http://www2.xyadviser.com/kl5st8

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AdviceTech Podcast #29 - MyProsperity 0
Apr 6, 2023

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement.

MyProsperity Website:  https://www.myprosperity.com.au/      
Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/
Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4  
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu

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#391 Renae Vercoe 0
Apr 5, 2023

Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has developed over the past couple of years, why she's introduced the Money Mode School, work-life balance and knowing when you need support.

Renae Vercoe LinkedIn: https://www.linkedin.com/in/renaevercoe/
Money Mode Wesbite: https://moneymode.com.au/

Join the Schroders Investment Space within the Ensombl Community: http://www2.xyadviser.com/c67dpi

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Engine Room Podcast #1 - Mitchell Ramsbotham 0
Apr 3, 2023

Mitchell is the Group General Manager at Coastal Advice Group. He sits down with Andrew to lift the lid on the structure and culture of the business, how they've built their team, and how they attract the ideal client base.

Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: http://zurich.com.au/adviserportal

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3 APR 2023 - Monday Market Highlights 0
Apr 2, 2023

This week we cover the US Core PCE index, the University of Michigan consumer sentiment survey, Eurozone CPI data, the ANZ consumer confidence index, Australian preliminary retail sales data, First Citizen Bank, Albemarle, United Malt Group, and Infratil.

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

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