Ensombl Advice Australia
Ensombl
Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
Episodes
Mentioned books
Apr 5, 2017 • 43min
#21 Forum Chat: Beyond the SoA
For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the community.
Apr 5, 2017 • 56min
#20 How to attract Gen Y & X Clients with Steve Crawford
Interviews by Ben Nash and Phil Thompson Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X & Y's understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned.
Apr 5, 2017 • 40min
#19 Leaving Value on the Table with Mark Nagle
Interviews by Phil Thompson and Ray Jaramis We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view as to why this is the case. It’s about the value Advisers leave on the table. And no, he doesn’t mean financial value.
Apr 5, 2017 • 50min
#18 Things to include in a winning 2017 business plan with Sue Viskovic
Interviews by Adrian Patty and Phil Thompson We have Advocate of Financial Advice Business Coach, Sue Viskovic joining us for XYLive to share with you these relevant tips on how to get your attention in the right areas to commence your 2017 Business Plan with these four ultimate things successful advice firms will be working on.
Apr 5, 2017 • 37min
#17 Between Success and Failure: Yesterday and Tomorrow with Santi Burridge
Interviews by Ray Jaramis and Phil Thompson We have founder of Implemented Portfolios Santi Burridge joining us for XYLive to answer this question and chat about the simple mistakes to avoid and how you can truly create an advice proposition where everyone wins.
Apr 5, 2017 • 38min
#16 The State of Play with Aleks Vickovich
Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who is thriving, who is struggling, who is learning and a few insights from a recent trip to the us last year.
Apr 5, 2017 • 1h 1min
#15 How To Create A Low Cost Advice Offering with Vincent Scully
Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low cost advice offering giving access to a qualified financial planner for as little as $12.50 p/m Interviews by Phil Thompson & Adrian Patty
Mar 6, 2017 • 40min
#14 Making Financial Advice Mainstream with Vanessa Stoykov
Vanessa Stoykov is the CEO of Evolution media group & No more practice with the objective of educating consumers on the importance of wealth and leadership via national television programs.
Mar 6, 2017 • 42min
#13 Lessons From a Former Fintech Founder with Nikhil Sreedhar
Nikhil Screedhar was the founder of Proadviser a fintech startup aimed at taking on the robo advice market. Nikhil shared the honest truth about how he launched and then decided to wind down the business. Nik was kind enough to shoot us through a handy two pager on some of the tips he shared with us during his session.
Mar 6, 2017 • 42min
#12 How Advisers Can Work With Fintech with Ian Dunbar
We had Ian Dunbar the CEO of Suitebox and Co-founder of Afiniation to talking to us about the Australian fintech startup space and how adviser can work with these new innovative companies.
