In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy.
Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/
Complete Wealth Website: https://completewealth.com.au/
Platformplus Website: https://platformplusams.com.au/
Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163
Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531
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Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience.
Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/
PlanningSolo Website: https://www.planningsolo.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530
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In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time.
James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/
FinTalkr Website: https://fintalkr.com/
German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd9e0c44
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events.
Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/
Integer Financial Group Website: https://www.integerfg.com.au/
Leveraged MD Website: https://www.leveragedmd.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240523
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This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240520
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/2-20240520
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This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness".
Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/
Kiandra Website: https://www.kiandra.com.au/
Working Prototype Initiative: https://www.kiandra.com.au/working-prototype
Notud: https://www.notud.com/financialplanners
OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/
A world of engagement awaits you at Netwealth.
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Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings.
Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/
Absolute Wealth Advisers Website: https://www.absolute.sydney/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516
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In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.
Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry.
Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/
Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach.
Devan King LinkedIn: https://www.linkedin.com/in/devan-king/
Ikigai Wealth Website: https://ikigaiwealth.com.au/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients.
Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/
Retiremap Website: https://retiremap.com.au/
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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Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry.
Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/
Angel Advisory Website: https://www.angeladvisory.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509
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With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation methods, and the role it can play within a portfolio.
Ameya Hattangadi LinkedIn: https://www.linkedin.com/in/ameya-hattangadi-cfa-58358615/
Pete Robinson LinkedIn: https://www.linkedin.com/in/pete-robinson-2b70069/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240506
This episode is proudly sponsored by Challenger https://ensombl.com/go/2-20240506
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This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience.
Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/
MOAS Website: https://moasapp.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/20240503
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Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction.
Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/
Crisp Communications Co Website: https://crispcomms.co
Creativity: Uncovered podcast: https://crispcomms.co/creativity-uncovered
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240502
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