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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Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and the Director and Shadow GM at The Adviser Games. He and James discuss his licensing business and financial advice business, and how he wanted to challenge the standard PD Day by creating The Adviser Games.
Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14/
The Adviser Games Website: https://www.theadvisergames.com.au/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231102
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Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got started in the financial planning world, how she's grown the business since starting out, along with leadership, empowerment, and collaboration to build a stronger team.
Angie Menendez LinkedIn: https://www.linkedin.com/in/angie-menendez-12644427/
CBD Advisory Website: https://www.cbdadvisory.com.au/
ASVW Financial Services: https://asvwfs.com.au/
Real Business Matters: https://realbusinessmatters.com.au/
One Minute Manager: https://www.amazon.com.au/Minute-Manager-Kenneth-Blanchard-Ph-D/dp/074350917X
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231031
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This week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into the wealth management platform for families and how it can be used to simplify organising family assets and information.
HeirWealth Website: https://www.heirwealth.com/
Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/
Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193
Curiosity Corner (Forgotify): https://forgotify.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231027
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Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went from football to financial advice, why he believes in-person conversations are more effective than virtual, and the strategies he uses to create greater efficiency in his practice.
Lionel O'Mally LinkedIn: https://www.linkedin.com/in/lionelomally/
Purpose Planning Website: https://www.purposeplanning.com.au/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231026
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In this episode, Andrew talks with David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss his career in financial planning, the Merchant Group's approach to partnering with advice practices, and his vision for continued growth in the Australian financial advice industry.
David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/
Merchant Website: https://www.merchantim.com/
Global Adviser Alpha Website: https://www.globaladviseralpha.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231024
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Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In this lively and engaging conversation, our experts explore different types of infrastructure, its performance characteristics across different economic and political cycles, and the options for accessing investable infrastructure.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/
Charles Hamieh LinkedIn: https://www.linkedin.com/in/charles-hamieh-9b777619/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231023
For more information on ClearBridge Investments contact our team here https://ensombl.com/go/2-20231023
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This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an update on how the Plutosoft tool has evolved over the previous year, including new features and what's planned for the near future.
Plutosoft Website: https://www.plutosoft.com.au/
Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/
Original Plutosoft episode: https://ensombl.com/podcasts/advicetech2/
Curiosity Corner (Data GIF Maker) website: https://datagifmaker.withgoogle.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231020
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Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat about the Certified Independent Financial Advisers Association (CIFAA), trends and the benefits of self-licensing and the growth of individually licensed advisor, and the common barriers that prevent advisors from becoming independent.
Chris Young LinkedIn: https://www.linkedin.com/in/chrisyoungcyfa/
CY Financial Advice Website: https://cyfinancialadvice.com.au/
CIFAA Website: https://cifaa.asn.au/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231019
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In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab Advice and Centsability. They discuss the importance of financial wellness and managing client expectations, and the role advisors have in facilitating this.
Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/
Rekab Advice Website: https://rekabadvice.com.au/
Centsability Website: https://centsability.net.au/
Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental health interlinked with physical and financial health, and how advisors can identify when a client may be struggling.
Harry Goldberg LinkedIn: https://www.linkedin.com/in/harry-goldberg/
Tristan Scifo LinkedIn: https://www.linkedin.com/in/tristanscifo/
Purpose Advisory Website: https://purposeadvisory.com.au/
Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They discuss incorporating well-being into your advice offering, and how it can build more meaningful relationships with clients and differentiate you in the market.
Tim Henry LinkedIn: https://www.linkedin.com/in/henrytim/
Aspire Planning Website: https://www.aspireplanning.com.au/
Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at MLC Life Insurance. They talk about "staying on top of your game" and looking after your own mental health when dealing with clients, and the impact an advisor can make to a client's world when they're performing optimally.
Marshall Ross LinkedIn: https://www.linkedin.com/in/marshall-ross/
MLC Insurance Website: https://www.mlcinsurance.com.au/
Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Vivo by MLC Life Insurance - Supporting you and your clients through life's journey. Visit https://ensombl.com/go/20231018
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In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and discuss the key elements that impressed them the most.
Since we recorded this episode, Elixir have secured 5 scholarships for the Practice Managers course via the Women in Finance and Economics Scholarship Program. If you - or someone you know - would love to do the course to assist them to enter, re-enter and achieve leadership roles across financial services, but can’t afford the $2,500 fee (able to demonstrate financial need), they can apply for one of the scholarships through the FAAA. Details are all on the website.
The Practice Managers Training Program: https://elixirconsulting.com.au/practice-manager-training-program/
Elixir Consulting Website: https://elixirconsulting.com.au/
Moran Partners Financial Planning Website: https://www.moranfp.com.au/
Infinity Financial Consultants Website: https://www.infinityfc.com.au/
Austbrokers Life Website: https://www.austbrokerslife.com.au/
Pivot Wealth Website: https://pivotwealth.com.au/
Evalesco Website: https://evalesco.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231017
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In this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features and enhancements that ProductRex has had over the last year, and where it's headed in the future.
ProductRex Website: https://www.productrex.com.au/
Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/
Original ProductRex episode: https://ensombl.com/podcasts/advicetech7/
Curiosity Corner (Gametize) website: https://gametize.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231013
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Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team of financial advisors, and growing a business through client relationships and team expansion.
Rob Petrie LinkedIn: https://www.linkedin.com/in/robspetrie/
Akambo Financial Group Website: https://www.akambofg.com/
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231012
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Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss building Centaur Financial Services into the practice that it is today, with a focus on client experience through developing a strong culture and team.
Hugh Robertson LinkedIn: https://www.linkedin.com/in/hughrobertsoncfp/
Centaur Financial Services Website: https://centaurfinancial.com.au/
"The Flywheel Effect": https://www.jimcollins.com/concepts/the-flywheel.html
"Mastering the Rockefeller Habits": https://scalingup.com/book-mrh/
"The 7 Habits of Highly Effective People": https://www.franklincovey.com/the-7-habits/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231010
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Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance of Fixed Income. After a horror year in the face of successive interest rises, Fixed Income is primed to bounce back as the bedrock of many portfolios and strategies, but an expert hand is still needed to sort the heroes from the villains.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Chris Siniakov LinkedIn: https://www.linkedin.com/in/chris-siniakov-8a371823/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231009
Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20231009
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This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes.
Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/
Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/
Curiosity Corner (Pi): https://pi.ai/talk
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231006
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Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches.
Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/
Peloton Partners Website: https://www.pelotonpartners.com.au/
Pricing Advice Document: https://app.ensombl.com/posts/resources-pricing-advice
Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231005
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In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition.
Jenny Brown LinkedIn: https://www.linkedin.com/in/jennybrownjbs/
JBS Financial Website: https://jbsfinancial.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.
James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/
Enlightened Financial Solutions Website: https://www.efsmackay.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement.
Liam Shorte LinkedIn: https://www.linkedin.com/in/liamshorte/
Sonas Wealth Website: https://www.sonaswealth.com.au/
The SMSF Coach Website: https://smsfcoach.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing.
Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/
Allianz Retire+ Website: https://www.allianzretireplus.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/
With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004
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