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
Mar 6, 2017 • 42min
#11 The Journey Of The AFA Practice of The Year Winner with Sam Henderson
Sam Henderson is joined us to talk about his journey that lead him to own his own advice firm, host of Sky News Business 'Your Money, Your Call' and recently becoming named the AFA's Practice Of The Year winner.
Mar 6, 2017 • 46min
#10 How to Leverage Your Advice Firm with Stewart Bell
Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technology, as well as giving us a bit of insight into how he works with businesses to improve their practice efficiency.
Mar 6, 2017 • 39min
#9 Building A Business With No Product Advice with Kate Holmes
Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.
Feb 17, 2017 • 48min
#8 How To Build A Business Working With Australian Expats with Brett Evans
On this episode we had a chat with Brett Evans from Atlas Wealth joined us for XY, who was recently named innovator of the year in ifa's Excellence Awards. Brett was a treasure trove of information when it came to providing advice to aussies working overseas and the session was invaluable to anyone who is trying to work out who their ideal client is. Tune in if you wanted to get your hands on some valuable take-aways from his session.
Feb 14, 2017 • 46min
#7 Starting A Business From Scratch with Kath Cairns
We had a chat with Kath Cairns about how she is growing her business and how she has done this starting from scratch. She has recently started advising clients and was a finalist in the 2015 AFA Rising Star award. All ears here as she will take us through how she went about building her client base from nothing and the engagement strategies she’s used to get there.
Feb 14, 2017 • 48min
#6 What Will The Industry Look Like in 3 Years with Brad Fox
Feb 14, 2017 • 39min
#5 How To Run A Financial Advice Business Remotely with Dean Holmes
Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advice firm from London and how we can all run a financial advice business remotely. Tune in to get more tips on how you may virtually handle your business with available tools onlilne.
Feb 14, 2017 • 41min
#4 Building A Personal Brand with Paul Gilbert
Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your personal brand through content marketing. Dig in on some tips for advisers in how they can stand out from the crowd. The session ended up going overtime because the (virtual) room was brimming with questions for Paul and he did not disappoint when it came to providing valuable answers.
Feb 14, 2017 • 32min
#3 Integrating Professional Coaching & Financial Advice with Cathryn Gross
Interview with Cathryn Gross from Twelve Wealth and she spoke to us about how she is integrating professional coaching with financial advice. She took us through her journey of establishing an advice practice with a life coaching component. It was super interesting hearing how she offers to be a sounding board for more than just money matters to her clients. Tune in to get your hands on some valuable take-aways from her session.
Feb 14, 2017 • 33min
#2 How To Build Automated Lead with Guy Freeman
Guy Freeman gives us some insights as to how build an automated lead process using search engine optimization and paid Facebook and Google advertising. He was able to shed more light on his best practices on how to generate more leads using different enterprising avenues. Listen to how he has been helping advisors build & grow successful practices, take their business to the next level and to go from six to seven figures through this podcast.
