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
Jun 30, 2017 • 49min
#37 How To Effectively Use Video in Your Advice Business with Chris McHardy
Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live we have Chris Mchardy co-founder and director of photography at Storydriven, to walk you through a comprehensive digital marketing strategy on how to effectively use video in your advice business.
Jun 28, 2017 • 42min
#36 Be Your Boss's Succession Plan with Dylan Martin
Interviews by Ben Nash and Clayton Daniel In this episode of XY Live we're chatting to Dylan Martin from Feel So Good Wealth Management about how he transitioned from employed adviser to business owner in his first job in financial advice.
Jun 21, 2017 • 44min
#35 Cut the BS from Your Business's To-Do List with MJ Fitzpatrick
XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add Value On this episode of XYLive, joining us is MJ Fitzpatrick, coach, Founder at Thymos and Co-Founder of Youth Resilience Project. MJ will discuss strategies to ensure your focus is on impact in your business, and the things that matter to you and your clients.
Jun 21, 2017 • 51min
#34 How to Build a Business From Client Referrals with Brian Kennaugh
Interviews by Ben Nash and Ray Jaramis Brian Kennaugh has been involved in Financial Services for over 30 years and credits much of the growth of his business to client referrals. In this session we're going to dive deep into the process of how Brian has been able to get over 78% of his clients to refer others to Brian's advice practice and what you need to know to implement a referral framework in your business.
Jun 7, 2017 • 60min
#33 How We Can Make Advice Better with Ben Marshan
Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we're going to be talking about how we can make advice better. We're joined by Ben Marshan from the FPA, who are currently working on their next 10 point plan to direct their lobbying over coming years. Join us and share your thoughts around what we can do to improve our profession and make a bigger difference to the lives of our clients.
Jun 7, 2017 • 45min
#32 Setting Up Referral Relationships with Corey Wastle
Interviews by Phil Thompson and Adrian Patty Corey is the co-founder of Verse Wealth in Melbourne. Corey and his business partner leveraged social media to build his referral network when launching his business to massive succces. On this XY Live Corey is talking about his journey and how you can build great partner relationships to grow your business
Jun 7, 2017 • 42min
#31 Learnings From US Study Tour with Matt Heine
Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live with Matt Heine, joint Managing Director of Netwealth Group and passionate about innovation in financial advice, has talked about his recent US study tour and his learnings about the difference from the Australian market. Listen to what he has learned about using artificial intelligence and how algorithms can work wonders in our industry. Know more about tools and technologies from the US that can be brought over to Australia.
May 23, 2017 • 48min
#30 Taking Care of Client's Psychological Wellbeing with David Reed
Interviews by Phil Thompson and Adrian Patty David is the 2015 AFA Adviser of the Year and a pioneer in transforming retirement advice in Australia. He will be delving into the way he has incorporated clients' psychological wellbeing into his advice. He will also give insights from his recent trip to South by Southwest in Austin Texas.
May 5, 2017 • 42min
#29 Big Data - How Will It Affect Financial Advice with Julian Plummer
Interviews by Ray Jaramis and Clayton Daniel The fact that Big Data is changing everything is no new headline. But how will it affect the advice industry and what will it do for your service offering? Technology plays a huge part in this from SoA generation, to client engagement and budgeting tools. Julian Plummer from Midwinter is going to talk us through the basics of Big Data but more importantly, give us insight into how data led decisions will become the new norm for financial advisers.
May 3, 2017 • 47min
#28 Delivering an Online Advice Program Focusing on Financial Wellness with Lea Schodel
Interviews by Ben Nash and Naomi Christopher. On this episode of XY Live, we have Lea Schodel, Founder & CEO of Wellthy Pty Ltd to talk about delivering an online advice program focused on financial wellness. Lea takes her clients on a personalised journey to abundance and explores the mindset, knowledge, tools and support they need to create a better relationship with money.
