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.

Clinton Cunningham, CEO of AdviseWell, discusses how AI is transforming financial advice practices by providing virtual back-office staff. He shares insights on the challenges of data management and the importance of quality information in enhancing client interactions. The conversation dives into the flexibility of technology in personal and professional realms, and how platforms like AdviseWell empower financial advisors by simplifying processes. Cunningham's vision illustrates a shift towards more efficient, integrated systems in the advisory industry.

Dean Holmes, Co-founder of The Wealth Network and Absolute Wealth Advisers, shares insights on boosting advisor efficiency and profitability. He discusses practical strategies like increasing client meeting frequency and leveraging technology for better meeting documentation. Dean emphasizes the importance of delegating administrative tasks to support staff and the role of effective meeting debriefs in enhancing productivity. He also highlights the significance of balancing technology with human interaction to foster stronger client relationships.

Phillip Hudak, Co-Portfolio Manager at Maple Brown Abbott, brings over 15 years of experience in small caps, while Noah Kaplan, Associate Portfolio Manager at Morningstar, specializes in quantitative strategies. They dive into the recent underperformance of Australian small caps compared to large caps, highlighting the unique opportunities within active management. The conversation explores market drivers, the influence of global economic trends, and critical sectors like resources and technology. They also discuss risk management strategies and the benefits of proactive investing in this fluctuating landscape.

Aaron Breed, Head of Advice at Infinity Financial Consultants and a finalist in the Australian AI Awards, dives into the transformative role of AI in financial services. He shares a three-phase strategy for seamlessly integrating technology, highlighting how automation tools enhance efficiency while keeping client interactions personal. Breed also discusses navigating technology changes within teams, the importance of data security, and fostering collaboration using Microsoft Teams, all aimed at driving innovation in the financial consultancy landscape.