Ensombl Advice Australia

Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees. Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recruitment Solutions Website: https://fsrecruitmentsolutions.com.au/ Learn more about Macquarie ETFs and explor...

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre. Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Engageme...

Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/ Learn more about Macquarie ETFs and explore educational materials at https://ensomb...

This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding. Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/ Workato Website: https://ww...

James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing his team. James Rawlings LinkedIn: https://www.linkedin.com/in/james-rawlings-1281072/ DW Private Wealth L...

In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices. Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Collins SBA Website:...

This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial We...

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists. Peita and the guys also talk about research – the Capital Preferenc...

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...

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/rec...

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...

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.lin...

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/cooeewe...

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...

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...

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/cooeewealthandrewgr...

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 di...

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 hu...

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...

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/t...

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 inf...

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. K...

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/br...

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...

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 mo...