Ensombl Advice Australia

In this engaging conversation, Rob Goudie, a Senior Financial Advisor at Consortium Private Wealth, shares his expertise in direct investment management. He discusses the journey of building a self-licensed advisory practice, emphasizing the need for continuous learning and adapting to client needs. Rob dives into strategies for retaining talent in small communities, the complexities of managing client portfolios, and the importance of technology in streamlining investment communication. His insights are invaluable for anyone looking to enhance their financial advisory practice.

In this engaging conversation, Adam Morse, Founder of QuarterFive Family Wealth, shares his inspiring journey into financial planning, sparked by a pivotal childhood experience. He emphasizes the importance of trust, relationships, and holistic wealth management in adapting to clients' needs. Adam explores the evolving role of technology in enhancing advisory services and discusses how fostering community connections can lead to enriching client experiences. Tune in for insights on leadership, the significance of family dynamics, and the future of financial collaboration.

Clinton Cunningham, CEO of AdviseWell, discusses how AI is transforming financial advice practices by providing virtual back-office staff. He shares insights on the challenges of data management and the importance of quality information in enhancing client interactions. The conversation dives into the flexibility of technology in personal and professional realms, and how platforms like AdviseWell empower financial advisors by simplifying processes. Cunningham's vision illustrates a shift towards more efficient, integrated systems in the advisory industry.

Dean Holmes, Co-founder of The Wealth Network and Absolute Wealth Advisers, shares insights on boosting advisor efficiency and profitability. He discusses practical strategies like increasing client meeting frequency and leveraging technology for better meeting documentation. Dean emphasizes the importance of delegating administrative tasks to support staff and the role of effective meeting debriefs in enhancing productivity. He also highlights the significance of balancing technology with human interaction to foster stronger client relationships.

Phillip Hudak, Co-Portfolio Manager at Maple Brown Abbott, brings over 15 years of experience in small caps, while Noah Kaplan, Associate Portfolio Manager at Morningstar, specializes in quantitative strategies. They dive into the recent underperformance of Australian small caps compared to large caps, highlighting the unique opportunities within active management. The conversation explores market drivers, the influence of global economic trends, and critical sectors like resources and technology. They also discuss risk management strategies and the benefits of proactive investing in this fluctuating landscape.

Aaron Breed, Head of Advice at Infinity Financial Consultants and a finalist in the Australian AI Awards, dives into the transformative role of AI in financial services. He shares a three-phase strategy for seamlessly integrating technology, highlighting how automation tools enhance efficiency while keeping client interactions personal. Breed also discusses navigating technology changes within teams, the importance of data security, and fostering collaboration using Microsoft Teams, all aimed at driving innovation in the financial consultancy landscape.

Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm. Matt Coman LinkedIn: https://www.linkedin.com/in/matthew-coman-cfp%C2%AE-977bba41/ Twomeys Website: https://www.twomeys.com.au/ Growth Masterclass: https://www.advisely.com.au/category/top/blog/advisely-growth-masterclass For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241121 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/

John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactful financial planning business focused on behavioral coaching and client-centric service. Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ Cash Talk Podcast: https://podcasts.apple.com/au/podcast/cash-talk/id1588800107 Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241119 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 talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomware, the significance of comprehensive backups, and the need to foster a positive cybersecurity culture within an organisation. Rob Dawson LinkedIn: https://www.linkedin.com/in/rkdits/ Myrtec Website: https://www.myrtec.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/20241115 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/

Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians. Paul Nevin LinkedIn: https://www.linkedin.com/in/paulcnevin/ The UK Pension Experts Website: https://theukpensionexperts.com.au/ For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241114 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/