Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions.
Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/
FinConnect Advisory Group Website: https://www.finconnectadvisorygroup.com.au/
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20230222
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This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences.
Suitability Hub Website: https://www.suitabilityhub.com/
Recep Peker LinkedIn: https://www.linkedin.com/in/recep-peker/
Curiosity Corner (Gummy Search): https://gummysearch.com/product/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Send Peita a message here: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240216
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Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation.
Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/
Stellar Wealth Website: https://stellarwealth.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240215
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In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Fox and Hare Website: https://foxandharewealth.com/
Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/
Kofkin Bond Website: https://www.kofkinbond.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/
Kofkin Bond Website: https://www.kofkinbond.com.au/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over aesthetics.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Fox and Hare Website: https://foxandharewealth.com/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Fox and Hare Website: https://foxandharewealth.com/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/
Kofkin Bond Website: https://www.kofkinbond.com.au/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar’s Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different market cycles. The processes used by contrarian investors to find value, and the importance of style diversification in portfolios, is also explored.
Ryan Murphy LinkedIn: https://www.linkedin.com/in/ryan-murphy-77245b2/
Orbis Investment LinkedIn: https://www.linkedin.com/company/orbis-investment-advisory/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240212
Learn how investing differently can transform your clients' long-term wealth. https://ensombl.com/go/2-20240212
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In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empower their teams while maintaining the important human element of financial advice.
Netwealth's AdviceTech Page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/
Tristan Bowman LinkedIn: https://www.linkedin.com/in/tristan-bowman-085a3064/
James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240209
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Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how advisors can work together with aged care navigators to help clients better navigate Australia's complex aged care system and access support programs that can keep older loved-ones independent at home for longer.
Coral Wilkinson LinkedIn: https://www.linkedin.com/in/coral-see-me-aged-care-navigators/
See Me Aged Care Navigators Website: https://www.seemeacn.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240208
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In today's episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the support platform, its various features, and how it can be used to help in connecting with advisors, paraplanners and admin assistants.
Tanngo Website: https://tanngo.com.au
Melanie Drago LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/
Curiosity Corner (Taskheat): https://eyen.fr/taskheat/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Send Peita a message here: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240202
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Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various roles in the financial advice industry to his current role, where he helps clients with superannuation, insurance, and investments while working remotely from home.
Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/
True Wealth Website: https://www.truewealth.com.au/
For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240201
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In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this.
Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/
Capital Partners Website: https://capital-partners.com.au/
David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/
Merchant Website: https://www.merchantim.com/
Global Adviser Alpha Website: https://www.globaladviseralpha.com/
SPIVA: https://www.spglobal.com/spdji/en/research-insights/spiva/
DALBAR: https://www.dalbar.com/
Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals.
David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/
Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this.
Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/
Teneale Laister LinkedIn: https://www.linkedin.com/in/teneale-laister-4a3a3850/
Alman Partners Website: https://www.alman.com.au/
Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation.
Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/
Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/
To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131
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In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for different asset classes.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/
David Macri LinkedIn: https://www.linkedin.com/in/david-macri-cfa-30a2902/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240129
To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20240129
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In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future.
Padua Website: https://www.paduasolutions.com/
Anne-Marie Esler LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/
Original Padua episode: https://ensombl.com/podcasts/advicetech23/
Curiosity Corner (Forekast) Website: https://forekast.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240126
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Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office.
Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/
McQueen Group Website: https://www.mcqueengroup.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240125
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This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients.
Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/
Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Leave a voice message for Peita: https://www.speakpipe.com/PeitaD
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240119
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John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice.
John Manserra LinkedIn: https://www.linkedin.com/in/john-manserra/
Apex Advice Website: https://apexadvice.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240118
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Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give clients the confidence to re-enter FI markets.
James Foot LinkedIn: https://www.linkedin.com/in/james-foot-b8609b20/
Robert Mead LinkedIn: https://www.linkedin.com/in/rob-mead-a7b200109/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240115
Find out more about PIMCO’s active approach to fixed income investing, visit https://ensombl.com/go/2-20240115
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This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors.
AdviceGPT Website: https://www.icomply2.com.au/advicegpt
Anthony Lyon: https://www.linkedin.com/in/anthony-lyon-2463446a
Original iComply episode: https://ensombl.com/podcasts/advicetech19
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231215
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David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products.
David Orford LinkedIn: https://www.linkedin.com/in/david-orford/
Optimum Pensions Website: https://www.optimumpensions.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231214
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