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 • 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.
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.
