Ensombl Advice Australia

This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: https://www.linkedin.com/in/kristopher-tatt-b018b286/ Strategem Website: https://strategem.com.au/ Principals Community: https://principalscommunity.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241022 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 is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automate and Power Apps. Kohl Gianoli LinkedIn: https://www.linkedin.com/in/kohl-gianoli/ Scrybd Website: https://www.scrybd.io/ Insource Automation Website: https://www.insourceautomation.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/20241018 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/

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money. Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/ Women Talking Finance Website: https://www.womentalkingfinance.com.au/ Courses The Money Coaching Institute: https://moneycoachinginstitute.com/ Dr. Brad Klontz: https://www.bradklontz.com/ Books Wired for Wealth: https://www.amazon.com.au/Wired-Wealth-Mindsets-Trapped-Potential/dp/0757307949 Facilitating Financial Health: https://www.amazon.com.au/Facilitating-Financial-Health-Brad-Klontz/dp/1941627870/ Energy Of Money: https://www.amazon.com.au/Energy-Money-Maria-Nemeth/dp/0345434978/ Learn more about Australia's high-quality growing companies at https://ensombl.com/go/20241017 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/

The well-documented 'behavioural gap' refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during times of elevated market volatility. Against the backdrop of the Mind the Gap Report, our panel explores the importance of long-term focus, and how to position client communication to help mitigate the behavioural biases that can lead to poor investor decision-making. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Chris Hestelow LinkedIn: https://www.linkedin.com/in/chris-hestelow-cfa-97264812a/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241014 To learn how Allan Gray can make a real difference to your portfolio speak to our team today or visit https://ensombl.com/go/2-20241014 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/

Lucy Winship, Head of Strategic Ventures at Wealth Maximiser, discusses how their digital platform merges technology with personalized wealth coaching. She highlights the challenges traditional financial advice poses for consumers and presents innovative methods to simplify financial planning. The conversation dives into the role of AI in enhancing client interactions and the necessity of emotional support for younger generations. Lucy also addresses the importance of collaboration between tech and financial advisors, focusing on future developments like robust cybersecurity measures.

Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move to Fox and Hare, which focuses on younger, high-earning clients, and his previous experience in delivering digitised advice at scale. Shannon Freney LinkedIn: https://www.linkedin.com/in/shannon-freney/ Fox & Hare Website: https://foxandhare.com.au/ Learn more about Australia's high-quality growing companies at https://ensombl.com/go/20241010 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 first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other sectors and smaller firms leverage AI to drive growth and efficiency. Sam Ruiz LinkedIn: https://www.linkedin.com/in/sam-ruiz-1810bb34/ To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009 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 talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the "MAG 7" as other sectors and smaller companies leverage AI to drive growth and efficiency. Iona Dent LinkedIn: https://www.linkedin.com/in/iona-dent-8b596514/ To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009 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/

Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting to financial planning, the founding and growth of ACru Wealth, his approach to client engagement and team management, and his vision for the future of the business. Angus Cooper LinkedIn: https://www.linkedin.com/in/angus-cooper-0958571a/ ACru Wealth Website: https://www.acruwealth.com.au/ Gordon Cooper - "Capital Gains Tax": https://resources.taxinstitute.com.au/go/convention-papers/capital-gains-tax Your Next Five Moves: https://www.yournextfivemoves.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241008 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 is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing services firm, can help advisors, accountants, and mortgage brokers with content marketing, leveraging technology and AI to improve client engagement and communication. Clare Murphy LinkedIn: https://www.linkedin.com/in/clareemurphy/ Advant Group Website: https://advant.com.au/ Wealth Investors: https://wealthinvestors.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/20241004 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/