In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how Personr uses AI technology to simplify identity verification for businesses and individuals, while remaining secure and compliant.
Personr Website: https://www.personr.co/
Charlie Westerman: https://www.linkedin.com/in/charlie-westerman/
Curiosity Corner (Wonderplan ): https://wonderplan.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231208
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Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK Financial Group's evolution to a fee-for-service model, emphasising the value of financial advice, holistic wealth management, and networking benefits, including the Top of the Table conference for top-performing advisors.
Aaron Kane LinkedIn: https://www.linkedin.com/in/aaron-kane-58a94744/
EK Financial Group Website: https://ekfinancialgroup.com.au/
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Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients.
Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/
Blueprint Wealth Website: https://www.bpwealth.com.au/
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Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/
Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204
To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204
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In this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment platform and its features, and how PropHero uses data and AI to help clients invest in property, while also working with financial advisors to provide their clients with transparent property investment solutions.
PropHero Website: https://prophero.com.au/
Mickael Roger LinkedIn: https://www.linkedin.com/in/mickaelyroger/
Curiosity Corner (Famewall): https://famewall.io/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231201
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Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he managed to spent three back-to-back ski season's overseas while contract paraplanning.
Billy Norman LinkedIn: https://www.linkedin.com/in/billynormanfp/
Link Wealth Group Website: https://www.linkwealth.com.au/
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In this episode, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting up an insurance policy for success through getting comfortable with difficult medical conversations, managing client expectations throughout the process, and by finding the value in the insurance policy over its lifetime.
Anita Muecke LinkedIn: https://www.linkedin.com/in/anitamuecke/
AVA Insurance Consulting Group Website: https://avaicg.com.au/
Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129
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Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk about how to ensure a client's insurance policy remains in force, given the cost of living pressures and increasing insurance premiums.
Hayden White LinkedIn: https://www.linkedin.com/in/haydenwhite/
Poole and Partners Website: https://pooleandpartners.com.au/
Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
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In this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew Morrison, General Manager of Retail Sales at TAL Australia. They discuss using the claims experience to differentiate your client experience, including developing a clear claim process, and by maintaining positive communication with your clients.
Alex Braun LinkedIn: https://www.linkedin.com/in/abraunlifeinsurancespecialist/
Halstead Financial Services Website: https://halsteadfs.com.au/
Andrew Morrison LinkedIn: https://www.linkedin.com/in/andrew-morrison-060482a/
Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
To learn more about how TAL can support your business, please visit https://ensombl.com/go/20231129
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In this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk about mental health and well-being in the workplace, how advisors can manage their own mental health, and how they can help their clients in the event of a claim or stressful circumstance.
Glenn Baird LinkedIn: https://www.linkedin.com/in/glenn-baird-1781a181/
TAL Australia Website: https://www.tal.com.au/
Sacha Loutkovsky LinkedIn: https://www.linkedin.com/in/sachaloutkovsky/
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In this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to client onboarding and tech stack.
Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/
Belinda Dalton LinkedIn: https://www.linkedin.com/in/belinda-dalton-603612146/
Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/
The WID Factor: https://www.thewidfactor.com/
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In this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat about how the Altiorem sustainable finance library and advocacy platform helps financial advisors and their clients learn more about ethical investing and direct investments towards sustainability issues.
Altiorem Website: https://altiorem.org/
Alexandra Brown LinkedIn: https://www.linkedin.com/in/ethicalinvest/
Curiosity Corner (Waterdo): https://waterdo.seekrtech.com/en/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231124
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Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started her practice during the COVID-19 lockdowns in Melbourne, and how she has grown the business through community involvement and social media marketing.
Leanne Bielik LinkedIn: https://www.linkedin.com/in/leanne-bielik/
2020 Wealth: https://2020-wealth-pty-ltd.business.site/
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This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool.
Paraplanner.ai Website: https://www.paraplanner.ai/
Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/
Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/
Curiosity Corner (Sleeptown): https://sleeptown.seekrtech.com/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231117
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Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the planning world, from her initial career change inspired by her father's health issues to her current role as a Senior Advisor and involvement in providing pro bono advice to those in need through her role as Chair of the Pro Bono Financial Advice Network.
Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
Nicola Beswick Website: https://www.nicolabeswick.com/
FMD Financial Website: https://www.fmd.com.au/
Pro Bono Financial Advice Network Website: https://www.probonoadvice.com.au/
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In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals.
Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/
Wealthyer Website: https://wealthyer.com.au/
Shachar Kariv Profile: https://www.econ.berkeley.edu/faculty/825
Capital Preferences Website: https://www.capitalpreferences.com/
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115
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In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included.
Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/
Innovative Wealth Solutions Website: https://www.iwsonline.com.au/
Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/
Capital Preferences Website: https://www.capitalpreferences.com/
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115
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In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice.
Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/
Treysta Wealth Website: https://www.treystawealth.com.au/
Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/
Capital Preferences Website: https://www.capitalpreferences.com/
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
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In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews.
Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/
Financial Lifestyle Managers Website: https://flm.com.au/
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most.
Elixir Consulting Website: https://elixirconsulting.com.au/
RI Advice Website: https://rilowerhunter.com.au/
Fitzpatricks Private Wealth Website: https://fitz.com.au/
Lifebid Website: https://lifebid.com.au/
MBS Insurance Website: https://mbsinsurance.com.au/
Centaur Financial Services Website: https://centaurfinancial.com.au/
The Great Game of Business: https://www.greatgame.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231114
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In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot.
Microsoft 365: https://www.microsoft.com/en-au/microsoft-365
The Wealth Network Website: https://www.wealthnetwork.net.au/
Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/
Curiosity Corner (TripIt): https://www.tripit.com/web
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Zoom Terms and Conditions Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_i-must-confess-i-have-never-been-a-fan-of-activity-7100031983203880960-noGt/
Edge Copilot Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_edge-copilot-gamechanger-activity-7122025825792638976-uBTn/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231110
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John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions.
John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/
AFA Group Wealth Website: https://www.afagroupwealth.com.au/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231109
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This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business.
Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/
Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/
Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbarr/
Security In Depth: https://securityindepth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231107
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In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the sector.
Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/
Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231106
Visit our website to learn more about Lennox Capital Partners. https://ensombl.com/go/2-20231106
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This week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data.
Cyber Collective Website: https://www.thecybercollective.com.au/
Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/
Curiosity Corner (Fake You): https://fakeyou.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231103
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