Ensombl Advice Australia

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May 25, 2023 • 1h 2min

AdviceTech Podcast #36 - TikTok

In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl Podcast. They discuss using TikTok to reach a new audience, and how to attract the right audience to your content. Tiktok Website: https://www.tiktok.com/ James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/  James Wrigley TikTok: https://www.tiktok.com/@iamjameswrigley Curiosity Corner (Llama Life): https://llamalife.co/    Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230526 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/
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May 24, 2023 • 31min

#398 Justin Lucas

Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his journey into financial planning, and how AI can be integrated in a practice to enhance an advisor's abilities, rather than replacing them. Justin Lucas LinkedIn: https://www.linkedin.com/in/justin-lucas-18349715/ Koda Capital Website: https://kodacapital.com/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230525 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/
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May 22, 2023 • 59min

Engine Room Podcast #8 - David Moloney

This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of the practice, where they sit in the industry when it comes to advising pharmacists, and how they measure success in their business. David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Yarra Lane Website: https://www.yarralanegroup.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230523 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/
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May 21, 2023 • 6min

22 MAY 2023 - Monday Market Highlights

This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US retail sales, Aristocrat, XERO, Life360, and James Hardie. This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://ensombl.com/go/20230522 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/
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May 18, 2023 • 58min

AdviceTech Podcast #35 - Xeppo

In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, and discuss how having easy access to data and insights can drive greater client relationships and business growth. Xeppo Website: https://xeppo.com.au/financial-planners/       Paul Campbell LinkedIn: https://www.linkedin.com/in/paul-campbell-2805022b/  Curiosity Corner (Opal): https://www.opal.so/    Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230519 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/
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May 17, 2023 • 44min

#397 Chris Carlin

Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions on why he recently sold his business and the process involved. Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Master Your Money Now Website: https://masteryourmoneynow.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230518 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/
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May 15, 2023 • 56min

Engine Room Podcast #7 - Aimee Lucas

This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team. Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ BBFP Website: https://www.bbfp.com.au/ Landmark Forum: https://landmarkworldwidemelbourne.com/ Echelon Front: https://echelonfront.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230516 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/
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May 14, 2023 • 5min

15 MAY 2023 - Monday Market Highlights

This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment survey, UK GDP numbers, the Chinese headline inflation print, and the Australian Federal Budget. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230515 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/
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May 11, 2023 • 1h 9min

AdviceTech Podcast #34 - MUA

In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into MUA's employee engagement software, and discuss how it can be used to create a business culture that nurtures innovation and improves employees' emotional intelligence. MUA Website: https://www.wemua.com/  Julius Geis LinkedIn: https://www.linkedin.com/in/juliusgeis/   Curiosity Corner (Spoke): https://spoke.app/   Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230512 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/
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May 10, 2023 • 38min

#396 Fraser Jack

Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about making advice more accessible through video. Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123 The Cyber Collective Website: https://www.thecybercollective.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230511  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/

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