This week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey.
Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer
William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/
Curiosity Corner (Streamyard): https://streamyard.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women.
Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/
Fox & Hare Website: https://foxandharewealth.com/
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In this first episode of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices.
Coastal Advice Group Website: https://coastaladvicegroup.com.au/
Boutique Advisers Website: https://boutiqueadvisers.com.au/
Sufficient Funds Website: https://sufficientfunds.com.au/
Peoplogica Wesbite: https://www.peoplogica.com/
Wealth Logic Website: https://www.wealthdynamics.com/
Verse Wealth Website: https://www.versewealth.com.au/
EJM Website: https://www.ejm.com.au/
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This week we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 and subscribe so you don’t miss any episodes.
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This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors.
REVEX Website: https://revex.net.au/
Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/
Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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In this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year.
Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/
First Financial Website: https://firstfinancial.com.au/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615
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This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of "turning chaos into calm".
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/
Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/
Moran Partners Financial Planning Website: https://www.moranfp.com.au/
iFactFind Website: https://ifactfind.com.au/
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This week we cover the June RBA interest rate decision, Australian Q1 GDP growth, European Q1 GPD, the China inflation print, EBOS, Infratil, Auckland International Airport, and Baby Bunting.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230612 and subscribe so you don’t miss any episodes.
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In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep dive into the revenue management tool, how it can be folded into your advice practice, and where they're headed in the future.
Feezily Website: https://www.feezily.com/
Chris Colman LinkedIn: https://www.linkedin.com/in/chriscolman/
Curiosity Corner (SankeyArt): https://www.sankeyart.com/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes and challenges of changing licensees.
David Harris LinkedIn: https://www.linkedin.com/in/david-harris-83930b34/
Advice Evolution Website: https://www.adviceevolution.com.au/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230608
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In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network.
Brad Rogers LinkedIn: https://www.linkedin.com/in/bradley-rogers-06808487/
WealthShore Website: https://www.wealthshore.com.au/
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This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI data, the US debt ceiling resolution, IDP Education's stock decline, Contact Energy, the Bank of Queensland, and the anticipation of the RBA meeting outcome.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230605 and subscribe so you don’t miss any episodes.
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In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of the Estate Planning solution, and how they can be used to support your advice practice.
Yodal Website: https://yodal.com.au/
Brandon Thompson LinkedIn: https://www.linkedin.com/in/bthompsongpa/
Curiosity Corner (Drawify): https://drawify.com/home
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
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Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view on the current state of financial planning as it becomes more complex, and where the industry is headed in the future.
Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/
True Direction Financial Website: https://www.truedirection.com.au/about-us
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This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They take a look at how his practice has evolved over the years, where they're headed in the future, and the people, values and culture aspects of the business.
Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/
Absolute Wealth Advisers Website: https://www.absolute.sydney/
Anganwadi Project Website: https://www.anganwadiproject.com/
B1G1 Website: https://b1g1.com/
AACP Website: https://www.collaborativeaustralia.com.au/
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This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail sales data, US core PCE data, Nvidia, Universal, Webjet, and Fisher and Paykel Healthcare.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230529 and subscribe so you don’t miss any episodes.
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In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl Podcast. They discuss using TikTok to reach a new audience, and how to attract the right audience to your content.
Tiktok Website: https://www.tiktok.com/
James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/
James Wrigley TikTok: https://www.tiktok.com/@iamjameswrigley
Curiosity Corner (Llama Life): https://llamalife.co/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
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Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abilities, rather than replacing them.
Justin Lucas LinkedIn: https://www.linkedin.com/in/justin-lucas-18349715/
Koda Capital Website: https://kodacapital.com/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230525
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This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business.
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Yarra Lane Website: https://www.yarralanegroup.com.au/
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This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie.
This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 and subscribe so you don’t miss any episodes.
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In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth.
Xeppo Website: https://xeppo.com.au/financial-planners/
Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/
Curiosity Corner (Opal): https://www.opal.so/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved.
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
Master Your Money Now Website: https://masteryourmoneynow.com.au/
This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518
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This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team.
Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/
BBFP Website: https://www.bbfp.com.au/
Landmark Forum: https://landmarkworldwidemelbourne.com/
Echelon Front: https://echelonfront.com/
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This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget.
This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515
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In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence.
MUA Website: https://www.wemua.com/
Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/
Curiosity Corner (Spoke): https://spoke.app/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
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