Ensombl Advice Australia

This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes. Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/ Retrac Website: https://www.retrac.com.au/ Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth. 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/

Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale. Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/ Akambo Financial Group Website: https://www.akambofg.com/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240606 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/

Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Podcast: https://centsability.net.au/podcast/ FAAA Website: https://faaa.au/ The Equanimity Project: https://theequanimityproject.org/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240604 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, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240603 Our research highlights strategies you can implement now into your practice to combat longevity risk: https://ensombl.com/go/2-20240603 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 Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Platformplus Website: https://platformplusams.com.au/ Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163 Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531 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/

Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience. Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/ PlanningSolo Website: https://www.planningsolo.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530 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 speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time. James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://fintalkr.com/ German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd9e0c44 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth. 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/

Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events. Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/ Integer Financial Group Website: https://www.integerfg.com.au/ Leveraged MD Website: https://www.leveragedmd.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240523 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 episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240520 Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/2-20240520 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, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness". Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/ Kiandra Website: https://www.kiandra.com.au/ Working Prototype Initiative: https://www.kiandra.com.au/working-prototype Notud: https://www.notud.com/financialplanners OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/ A world of engagement awaits you at Netwealth.  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/