In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft and how it's grown, their focus on onboarding and change management, robust cyber security measures, new functionality, and client success stories.
Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/
Plutosoft Website: https://www.plutosoft.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240830
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Andrew is the Founder at CoreData Group. He and James discuss CoreData's research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia.
Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/
CoreData Website: https://www.coredata.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240829
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In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David's career journey from banking to financial planning, the growth and evolution of his firm, its approach to business succession and ownership structure, and the challenges and opportunities currently facing the financial planning industry.
David Gibson LinkedIn: https://www.linkedin.com/in/david-gibson-5a99a618/
Priority Advisory Group Website: https://www.priorityag.com.au/
Captegra Website: https://www.captegra.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240827
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Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode, Trent Masters, portfolio manager at Alphinity Investment Management, joins Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/
Trent Masters LinkedIn: https://www.linkedin.com/in/trentmasters/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240826
For more information on Alphinity Investment Management visit our website https://ensombl.com/go/2-20240826
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In this week's episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives an update on AstuteWheel, how it can be used to enhance client engagement and streamline processes, and the continued improvements and updates they're consistently making.
AstuteWheel Website: https://www.astutewheel.com.au/
Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240823
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Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and development of her business.
Jayde Jenkins LinkedIn: https://www.linkedin.com/in/jayde-jenkins-cfp%C2%AE-80aa66b2/
Bloom Financial Planning Website: https://bloomfinancialplanning.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240822
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In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging technology.
Brett Arnol LinkedIn: https://www.linkedin.com/in/brett-arnol-6185678a/
Viridian Financial Group Website: https://viridianfinancialgroup.com.au/
David Pritchard LinkedIn: https://www.linkedin.com/in/davidjpritchard/
Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821
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In this episode, Jackie Clark and Sue Viscovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability.
Jackie Clark LinkedIn: https://www.linkedin.com/in/jackie-clark-7802345a/
Sue Viskovic LinkedIn: https://www.linkedin.com/in/sueviskovic/
Elixir Consulting Website: https://elixirconsulting.com.au/
Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821
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In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethical considerations.
Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/
Finura Group Website: https://finuragroup.com/
Jeroen Buwalda LinkedIn: https://www.linkedin.com/in/jeroenbuwalda/
Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821
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In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations.
Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/
Finura Group Website: https://finuragroup.com/
Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
Wattle Partners Website: https://www.wattlepartners.com.au/
Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the key elements that impressed them the most.
Sue Viscovic LinkedIn: https://www.linkedin.com/in/sueviskovic/
Elixir Consulting Website: https://elixirconsulting.com.au/
Advice Operations Research Report (2024): https://vbp.ac-page.com/advice-operations-research-report-2024
CDM Solutions: https://www.cdmsolutions.com.au/
Engine Room Overhaul: https://elixirconsulting.com.au/engine_room_overhaul/
Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/
Rekab Advice Website: https://rekabadvice.com.au/
Collins SBA Website: https://www.collinssba.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240820
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This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta's mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisors and product manufacturers.
Elemnta Website: https://elemnta.com/
Shaun Green LinkedIn: https://www.linkedin.com/in/shaungreen1/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business.
Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlancashire/
Cargill Financial Website: https://www.cargillfinancial.net.au/
Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240815
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Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build Esencia through merging four firms, his focus on developing talent and client relationships, and his vision for the future of the Australian advice industry.
Matt Fenning LinkedIn: https://www.linkedin.com/in/matthewfenning/
Esencia Wealth Website: https://esenciawealth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240813
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In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion.
Bryce Anderson LinkedIn: https://www.linkedin.com/in/bryce-anderson-cfa-5589628/
Joseph Lai LinkedIn: https://www.linkedin.com/in/joseph-lai-130278/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240812
For more information on Ox Capital Management visit our website https://ensombl.com/go/2-20240812
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In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively.
Alex Walker LinkedIn: https://www.linkedin.com/in/alexander-w-32a7b339/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240809
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Paul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast "Financial Autonomy", the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model.
Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/
Guidance Financial Services Website: https://guidancefs.com.au/
Financial Autonomy Website: https://financialautonomy.com.au/
Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240808
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Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the history and evolution of his multi-disciplinary practice, the importance of creating a positive work environment, fostering a sense of family within the team, and teaching good habits to the next generation. They also explore the potential of new technologies, such as AI and blockchain, to transform the way advice is delivered.
Jake Reus LinkedIn: https://www.linkedin.com/in/jakereus/
Bob Reus & Co Website: https://reus.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240806
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In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools.
Nga Nguyen LinkedIn: https://www.linkedin.com/in/nga-nguyen-000b1b13/
PortalStack website: https://portalstack.io/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of community awaits you at Netwealth: https://ensombl.com/go/20240802
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