Ensombl Advice Australia

In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar Kariv, Co-Founder and Chief Scientist at Capital Preferences. They discuss how revealed preference methods can help financial advisors better understand their clients' risk profiles and preferences over time to provide tailored advice that meets their goals. Simon Cammiss LinkedIn: https://www.linkedin.com/in/simoncammiss/ Wealthyer Website: https://wealthyer.com.au/ Shachar Kariv Profile: https://www.econ.berkeley.edu/faculty/825 Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 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, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, Head of Marketing and Strategy at Capital Preferences. They discuss managing risk preferences in couples, and the importance of facilitating open communication and making systematic changes in the advice process to ensure both partners feel understood and included. Mark Pearson LinkedIn: https://www.linkedin.com/in/mark-pearson-a4ba0a117/ Innovative Wealth Solutions Website: https://www.iwsonline.com.au/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 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 installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice. Adam Drinkwater LinkedIn: https://www.linkedin.com/in/adam-drinkwater-a8944b70/ Treysta Wealth Website: https://www.treystawealth.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Capital Preferences Website: https://www.capitalpreferences.com/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 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 final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how a client's risk preference can change over time, the challenges of self-reporting and detecting changing risk preferences, and how to engage clients in a more continuous and light-touch manner, rather than relying solely on annual reviews. Louise Parker LinkedIn: https://www.linkedin.com/in/louise-p-54716b43/ Financial Lifestyle Managers Website: https://flm.com.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network To start boosting your business with revealed preference methods, visit Capital Preferences. https://ensombl.com/go/20231115 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 of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and highlight the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ RI Advice Website: https://rilowerhunter.com.au/ Fitzpatricks Private Wealth Website: https://fitz.com.au/ Lifebid Website: https://lifebid.com.au/ MBS Insurance Website: https://mbsinsurance.com.au/ Centaur Financial Services Website: https://centaurfinancial.com.au/ The Great Game of Business: https://www.greatgame.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231114 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, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how Microsoft 365 offers several security, productivity and collaboration tools that businesses are already paying for but often underutilise, such as security scores, attack simulations, file tagging in SharePoint, remote device management, and the upcoming AI assistant Copilot. Microsoft 365: https://www.microsoft.com/en-au/microsoft-365 The Wealth Network Website: https://www.wealthnetwork.net.au/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ Curiosity Corner (TripIt): https://www.tripit.com/web Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Zoom Terms and Conditions Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_i-must-confess-i-have-never-been-a-fan-of-activity-7100031983203880960-noGt/ Edge Copilot Post: https://www.linkedin.com/posts/dean-holmes-financial-adviser-coach-the-wealth-network_edge-copilot-gamechanger-activity-7122025825792638976-uBTn/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231110 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 and CEO of AFA Group Wealth. He and James discuss how he transformed his financial planning business into a coaching-focused model that aims to provide highly engaged client experiences through a combination of in-person and online interactions. John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ AFA Group Wealth Website: https://www.afagroupwealth.com.au/ Discover how HOPE Housing is reshaping the property investment landscape and making a difference at https://ensombl.com/go/20231109 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, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek under the hood of her practice, and talk about how she expanded her solo practice, the technology they use to provide visual advice to clients, and her plans to continue growing the business. Alysia Laird LinkedIn: https://www.linkedin.com/in/alysialaird/ Zebra Tailored Wealth Website: https://zebratailoredwealth.com.au/ Alisdair Barr LinkedIn: https://www.linkedin.com/in/alisdairbarr/ Security In Depth: https://securityindepth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231107 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 Jody Fitzgerald of Morningstar and Liam Donohue from Lennox Capital Partners to discuss Small Caps. Our experts go under the hood, exploring the characteristics of small cap companies, the role they can play in a portfolio, and the outlook for the sector. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Liam Donohue LinkedIn: https://www.linkedin.com/in/liam-donohue-1890a777/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231106 Visit our website to learn more about Lennox Capital Partners. https://ensombl.com/go/2-20231106 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, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The Cyber Collective provides ongoing cybersecurity education and training to help financial advisors and their teams build secure practices and habits to protect client data. Cyber Collective Website: https://www.thecybercollective.com.au/ Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ Curiosity Corner (Fake You): https://fakeyou.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231103 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/