Steve is the Managing Director at Link Wealth Group. He and James talk about how his business went from just himself to now a team of about fifty, the adviser training academy they have built, and their social media marketing activities.
Steve Sloane LinkedIn: https://www.linkedin.com/in/stevesloanefinadviser/
Link Wealth Group Website: https://www.linkwealth.com.au/
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Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and Andrew chat about the genesis of his business, where the advice industry is going in the future, and why he decided to write his book on estate planning.
Gil Gordon LinkedIn: https://www.linkedin.com/in/gordongil/
RI Advice Website: https://rilowerhunter.com.au/
Estate Planning For Life Website: https://estateplanningforlife.com.au/
"The Bugger Went and Died on Me" Book: https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf
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This week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG Private Equity.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech insights she's picked up along the way.
You can send your AdviceTech questions and feedback to: https://www.speakpipe.com/PeitaD
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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In this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss his advice process and how he's managed to structure a sustainable one-advisor business.
Jonathan Mannion LinkedIn: https://www.linkedin.com/in/jonathonmannion/
Sandringham Wealth Website: https://www.sandringhamwealth.com.au/
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This week we cover China dropping the Barley tariffs, the US Core PCE Index, the Michigan Consumer Sentiment survey, ISM manufacturing data, Suncorp, RMD, and TPG telecom.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience.
Lumiant Website: https://www.lumiant.io/
Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/
Curiosity Corner (AI Playground): https://sdk.vercel.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when transitioning from South Africa to Australia as a financial advisor.
Daniel Nel LinkedIn: https://www.linkedin.com/in/danielnel/
Tribeca Financial Website: https://www.tribecafinancial.com.au/
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Belinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the hood of Evalesco, including their focus on client experience, pod system, tech stack, and maximizing the performance of their team.
Belinda Marley-Wallace LinkedIn: https://www.linkedin.com/in/belindamarleywallace/
Evalesco Website: https://evalesco.com.au/
Encore Advisory Group Website: https://www.encoreadvisorygroup.com.au/
Performance Advisory Group Website: https://performanceadvisorygroup.com.au/
Barviacan Recruitment Website: http://www.barbicanrecruitment.com/
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This week we cover the US PCE price index, Australian CPI data, the Bank of Japan, Megaport, and Macquarie Bank.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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In this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools and features of the cloud based platform designed to simplify AFSL compliance, and finding the balance between commercial and compliance.
3Lines Website: https://3Lines.com.au/
Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/
Curiosity Corner (folk): https://www.folk.app/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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This week, James chats with Daniel Jackson and Jennifer Laing from Modern You Financial Planners. They discuss the transition from the professional year into advice, and working remotely.
Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/
Jennifer Laing LinkedIn: https://www.linkedin.com/in/jennifer-laing-92549b1a7
Modern You Financial Planners Website: https://www.modernyoufp.com/
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This week we cover US earnings, UK CPI data, the Australian labour market, New Zealand CPI data, Flight Centre, Ampol, Northern Star, and Vulcan Steel.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features and functions of Retiremap, and how it can be used by advisors to increase productivity and client engagement, and reduce overheads and data entry.
Retiremap Website: https://retiremap.com.au/
Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/
Curiosity Corner (Machined): https://machined.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Dawn is a Financial Adviser at The Wealth Designers. She and James discuss finding your voice in the advice industry, showing up and being yourself, and taking ownership of your success.
Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/
The Wealth Designers Website: https://twd.com.au/
Your Money Story Podcast: https://podcasts.apple.com/au/podcast/your-money-story/id1555980141
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Ben is an author, Founder and Financial Advisor at Pivot Wealth. He joins Andrew to chat about starting Pivot Wealth, setting up the advice process for success, and what he's got planned for the future.
Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/
Pivot Wealth: https://pivotwealth.com.au/
Mo Money Podcast: https://podcasts.apple.com/au/podcast/mo-money/id1504054172
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This week we cover Phillip Lowe stepping down as RBA Governor, US June inflation, the University of Michigan consumer sentiment, the NFIB business optimism index, UK employment data, the RBNZ interest rate decision, Viva Energy, Neuren pharmaceuticals, and Megaport.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, what the learning path was, and how they can help advisors give their clients easier access to advice.
Scientiam Website: https://scientiam.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Curiosity Corner (EarlyBird): https://earlybird.im/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely.
Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/
Verse Wealth Website: https://www.versewealth.com.au/
FAAA Website: https://faaa.au/
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In this week's episode, Andrew is joined by Ben Donald and Sian Shaw from Austbrokers Life. They deep dive into the key efficiency in the business, how they've structured their practice, and how they grow and strengthen their team.
Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/
Sian Shaw LinkedIn: https://www.linkedin.com/in/sian-shaw-44358143/
Austbrokers Life Website: https://www.austbrokerslife.com.au/
Lifebid Website: https://lifebid.com.au/
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This week we cover RBA rates, US employment data, the ASX200, M&A activity, JLG, Suncorp, and Redox.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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This week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world of advicetech when it comes to the client value proposition.
Netwealth Website: https://www.netwealth.com.au/web/advisers/
Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Ben is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working on a thesis that looks at the barriers to accessing financial advice. Ben and James discuss the findings of his research, and why advisors should be moving towards a model of self-development.
Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/
Neilson & Co Wealth Website: https://www.neilsonwealth.com.au/
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In this installment of the Engine Room Unpacked, Andrew and Dean revisit the next handful of episodes and highlight the standout elements that impressed them the most.
Pride Advice Website: https://prideadvice.com.au/
BBFP Website: https://www.bbfp.com.au/
Echelon Front Website: https://echelonfront.com/
Yarra Lane Website: https://www.yarralanegroup.com.au/
Absolute Wealth Advisers Website: https://www.absolute.sydney/
WealthShore Website: https://www.wealthshore.com.au/
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This week we cover Australian CPI data and retail sales, Collins Foods, Harvey Norman, Wallgreens, and Nike.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.
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