Ensombl Advice Australia

Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression. Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/ UNICA Wealth Website: https://unicawealth.com.au/ Filenote.ai Website: https://www.filenote.ai/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709 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 Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs. Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/ Bonjoro Website: https://www.bonjoro.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240705 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/

Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances. Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ Register for the All Licensee PD Day on November 26th at ensombl.com/ALPD 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/

Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia. Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SBA Website: https://www.collinssba.com.au/ PRISM: https://public.prismbrainmapping.com/ Peloton Partners: https://www.pelotonpartners.com.au/ Workato: https://www.workato.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240702 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 talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Finura Group Website: https://finuragroup.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240628 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/

Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency. Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/ Securinvest Financial Group Website: https://sifs.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240627 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, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being. Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/ Russell Collins: https://rics.com.au/about/russell-collins/ FAAA Website: https://faaa.au/ Jim Collins Hedgehog Concept: https://www.jimcollins.com/article_topics/articles/hedgehog-concept-business-sectors.html Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240625 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 talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement. Jacqueline Barton LinkedIn: https://www.linkedin.com/in/jacqueline-barton/ Simply Advice Websites: https://advicewebsites.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240621 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/

Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing. Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/ Skye Wealth Website: https://www.skye.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240620 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 installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting. Sandra Miller LinkedIn: https://www.linkedin.com/in/sandra-miller-58509a1/ Halstead Financial Services Website: https://halsteadfs.com.au/ Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you. 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/