Ensombl Advice Australia

In this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss the tools and resources that Aged Care Steps provides to advisors, and how they can be utilised to build stronger relationships with clients who are transistioning to the next stage of life. Aged Care Steps Website: www.agedcaresteps.com.au Louise Biti LinkedIn: https://www.linkedin.com/in/louise-biti-a662607/     Curiosity Corner (Rows): https://rows.com/ai Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230630 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/

Bruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to communicate better with your audience, and the difference between advice reputation and advisor reputation. Bruce Madden LinkedIn: https://www.linkedin.com/in/bruce-madden/ Madden & Assoc. Website: https://madden.com.au/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230629 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/

Tim is the Managing Director at Infinity Financial Consultants. He and Andrew chat about his journey from employee to boss, the tools he's currently using, and building a rewarding and flexible team environment. Tim Benson LinkedIn: https://www.linkedin.com/in/tim-benson-25836042/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230627 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 we cover the US stock market decline, the Bank of England interest rate hike, UK inflation, European flash PMI data, Flight Centre, Fletcher, and EROAD. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230626 and subscribe so you don’t miss any episodes. 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 Will Burkitt, Leader and Partner at Mercer. They take a deep dive into the Care & Living with Mercer (CaLM) service, how the idea came about, and how it can be used to support further confidence in the key moments of the aging journey.  Care & Living with Mercer Website: https://www.mercersuper.com.au/retirement/care-and-living-with-mercer       William Burkitt LinkedIn: https://www.linkedin.com/in/williamburkitt/      Curiosity Corner (Streamyard): https://streamyard.com/  Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230623 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/

Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to talk with James about the degree of unconscious bias in business, and making the financial advice world a better place for women. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Fox & Hare Website: https://foxandharewealth.com/ Discover intelliflo for yourself by visiting https://ensombl.com/go/20230622 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 of the Engine Room Unpacked, Andrew and Dean take a look back at the first five installments of the Engine Room podcast. They discuss their key takeaways and the core values shared by each of these practices. Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Boutique Advisers Website: https://boutiqueadvisers.com.au/ Sufficient Funds Website: https://sufficientfunds.com.au/ Peoplogica Wesbite: https://www.peoplogica.com/ Wealth Logic Website: https://www.wealthdynamics.com/ Verse Wealth Website: https://www.versewealth.com.au/ EJM Website: https://www.ejm.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230620 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 we cover US inflation data, US PPI data, Australian employment data, NZ GDP data, CSL, AGL, XERO, Dominos, and Macquarie Telecom. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230619 and subscribe so you don’t miss any episodes. 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 talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice tech space, and how the revenue management software provides technology efficient solutions to advisors. REVEX Website: https://revex.net.au/   Yul Hardick LinkedIn: https://www.linkedin.com/in/yulhardick/     Curiosity Corner (1 Pixel Wealth): https://mkorostoff.github.io/1-pixel-wealth/     Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230616 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 sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year. Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/ Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ First Financial Website: https://firstfinancial.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615 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/