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.

Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm. Matt Coman LinkedIn: https://www.linkedin.com/in/matthew-coman-cfp%C2%AE-977bba41/ Twomeys Website: https://www.twomeys.com.au/ Growth Masterclass: https://www.advisely.com.au/category/top/blog/advisely-growth-masterclass For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241121 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/

John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactful financial planning business focused on behavioral coaching and client-centric service. Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ Cash Talk Podcast: https://podcasts.apple.com/au/podcast/cash-talk/id1588800107 Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241119 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/

This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomware, the significance of comprehensive backups, and the need to foster a positive cybersecurity culture within an organisation. Rob Dawson LinkedIn: https://www.linkedin.com/in/rkdits/ Myrtec Website: https://www.myrtec.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/20241115 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/

Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians. Paul Nevin LinkedIn: https://www.linkedin.com/in/paulcnevin/ The UK Pension Experts Website: https://theukpensionexperts.com.au/ For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241114 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/

Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity. Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241112 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 is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process. Jess Tassell LinkedIn: https://www.linkedin.com/in/jesstassell/ Qwilr Website: https://qwilr.com/ Speed Dating Campaign: https://youtu.be/rGE6VLqiY3E?si=JxMoJYKFwhvAs5yH Qwilr Reimagined SOA Template: https://qwilr.com/advicetech Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241108 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/

Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ "Cost of Care" Report: https://advisers.zurich.com.au/resources/thought-leadership/cost-of-care.html For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241107 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/  

Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella Wealth Website: https://terrabellawealth.com.au/ Mating in Captivity: https://www.amazon.com.au/Mating-Captivity-Esther-Perel/dp/0060753641 Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241105 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/

Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East conflict, Chinese policy stimulus and global interest rate cuts, to make sense of conflicting signals and set the scene for the year ahead. With no end to market volatility in sight, our experts offer insights to help advisors position client portfolios for what could lie ahead. James Waterworth LinkedIn: https://www.linkedin.com/in/jameswaterworth/ Thomas Taw LinkedIn: https://www.linkedin.com/in/thomas-taw-15955a45/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241104 For more information about BlackRock and our products, head to https://ensombl.com/go/2-20241104 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/ Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 21 October 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to the product’s latest product disclosure statement (PDS), target market determination (TMD) and BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.