In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future roadmap, with a focus on its comprehensive investment reporting and analytics platform. Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/ Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/ Sharesight Website: https://www.sharesight.com/au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250124 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to client engagement that goes beyond just technical advice. Manisha Bhudia LinkedIn: https://www.linkedin.com/in/manishabhudia/ Ultimum Financial Website: https://ultimumfinancial.com/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250123 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Mike Way, a seasoned expert in financial services and now with AMP’s North business, dives into a wealth of insights. He discusses the critical importance of personality profiling and differentiation for advisors. Mike emphasizes transparency and collaboration as keys to business growth, highlighting how trust enhances the advisor-client relationship. He also explores the need for strategic clarity in navigating complex business landscapes and the role of non-monetary incentives in fostering motivation within teams.

In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare,  everything goes under the spotlight. Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216 First Sentier Investors. Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/2-20241216 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency. Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https://www.bepreparedapp.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support. Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanmanen.com.au/ LNP Profile: https://www.liberal.org.au/team/bert-van-manen moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20241212 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Tribal Habits Website: https://tribalhabits.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241210/ Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20241210/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Dipal Khatri and Aron Satchell, co-founders of Finura Group, dive into their innovative tool, Advice Designer, designed for wealth tech strategy. They discuss the integration of AI in financial advisory, addressing key challenges and opportunities. Cybersecurity is pivotal, with their journey toward achieving ISO 27001 certification highlighted. The duo also explores how modern tech enhances client engagement and transforms traditional advice practices into streamlined, efficient processes. Get ready for a peek into the future of advice delivery!

In this engaging conversation, Rob Goudie, a Senior Financial Advisor at Consortium Private Wealth, shares his expertise in direct investment management. He discusses the journey of building a self-licensed advisory practice, emphasizing the need for continuous learning and adapting to client needs. Rob dives into strategies for retaining talent in small communities, the complexities of managing client portfolios, and the importance of technology in streamlining investment communication. His insights are invaluable for anyone looking to enhance their financial advisory practice.

In this engaging conversation, Adam Morse, Founder of QuarterFive Family Wealth, shares his inspiring journey into financial planning, sparked by a pivotal childhood experience. He emphasizes the importance of trust, relationships, and holistic wealth management in adapting to clients' needs. Adam explores the evolving role of technology in enhancing advisory services and discusses how fostering community connections can lead to enriching client experiences. Tune in for insights on leadership, the significance of family dynamics, and the future of financial collaboration.