Ensombl Advice Australia

In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits of Filenote.ai, which uses AI to automatically generate file notes, client summary emails, letters of engagement, client mind maps, and notes for paraplanners, saving advisers significant time and improving client experiences. Filenote.ai Website: https://www.filenote.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250214 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/

Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative aspects of financial advice, such as client emotional states and motivations, in order to better demonstrate the value of financial planning and improve client outcomes. Philip Courtenay LinkedIn: https://www.linkedin.com/in/philipcourtenay Humans and Money Website: https://humansandmoney.com/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250213 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 Stefan D'Alessandro, Co-founder at Caelus Labs. They discuss the development of Stefan's AI-focused businesses, his approach to AI adoption and integration, and his insights on data security, governance, and the use of no-code/low-code tools. Stefan D'Alessandro LinkedIn: https://www.linkedin.com/company/caelus-labs/ Caelus Labs Website: https://caeluslabs.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250207 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, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised advice to middle Australia clients, and his views on the future of the industry and the need for greater collaboration and support among advisers. Lee Forde LinkedIn: https://www.linkedin.com/in/fordefinancialplanning/ Plan to Plan Website: https://plantoplan.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250206 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 speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo's core capabilities in aggregating and harmonising data from various systems, enabling better reporting and client insights. Rohan Berry LinkedIn: https://www.linkedin.com/in/rohan-berry-a4098225/ Xeppo Website: https://xeppo.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/20250131 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/

Jane is a Partner and Principal Adviser at Minchin Moore Private Wealth Advisers. She and Clayton discuss her diverse career journey in financial planning, the challenges and lessons she has learned, her advice for aspiring advisers, the importance of professional development and education, and the future of the financial planning industry, particularly in regards to attracting and retaining female talent. Jane Hopkins LinkedIn: https://www.linkedin.com/in/jane-hopkins-a9106349/ Minchin Moore Website: https://minchinmoore.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250130 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, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future roadmap, with a focus on its comprehensive investment reporting and analytics platform. Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/ Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/ Sharesight Website: https://www.sharesight.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/20250124 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/

Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to client engagement that goes beyond just technical advice. Manisha Bhudia LinkedIn: https://www.linkedin.com/in/manishabhudia/ Ultimum Financial Website: https://ultimumfinancial.com/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250123 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/

Mike Way, a seasoned expert in financial services and now with AMP’s North business, dives into a wealth of insights. He discusses the critical importance of personality profiling and differentiation for advisors. Mike emphasizes transparency and collaboration as keys to business growth, highlighting how trust enhances the advisor-client relationship. He also explores the need for strategic clarity in navigating complex business landscapes and the role of non-monetary incentives in fostering motivation within teams.

In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar's Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight. Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216 First Sentier Investors. Learn more about Australia's high-quality growing companies at https://ensombl.com/go/2-20241216 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/