Ensombl Advice Australia

This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content. Feedsy Website: https://www.feedsy.info/       Steve Holmes: https://www.linkedin.com/in/steverholmes/  Curiosity Corner (Blinq): https://blinq.me/     Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230421 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/

Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care and elder advice. Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230420 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 James Millard, Director and Head Financial Adviser at Sufficient Funds. He talks about his journey from "insufficient funds" to Sufficient Funds, how he built and serves his current client base, and how he measures and celebrates success with his team.  James Millard LinkedIn: https://www.linkedin.com/in/jamesmillard1/ Sufficient Funds Website: https://sufficientfunds.com.au/ Peoplogica Wesbite: https://www.peoplogica.com/ Wealth Logic Website: https://www.wealthdynamics.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230418 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, Australia's potential thawing of relations with China, Wesfarmers, Newmont, GQG, and Whitehaven coal. This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230417 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 to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of the Moneysoft technology, and how it can be used to create further efficiencies for advisors and close the advice gap for their clients.  Moneysoft Website: https://www.moneysoft.com.au/       Jon Shaw LinkedIn: https://www.linkedin.com/in/jonathanstuartshaw/ Curiosity Corner (Muse App): https://museapp.com/    Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230414 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/

Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding and building organic marketing foundations, the importance of storytelling, and how to get started today. Celia Polkinghorne LinkedIn: https://www.linkedin.com/in/celia-polkinghorne-copywriter-marketing-strategist/ Bonsai Digital Marketing Website: https://bonsaidigitalmarketing.com/ Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230413 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/

Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the "business of the business", how they've shaped their workplace culture, and how they've maintained success in their practice. Belinda Good LinkedIn: https://www.linkedin.com/in/belinda-good-5539013b/ Boutique Advisers Website: https://boutiqueadvisers.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: http://www2.xyadviser.com/rzeski Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment data, the ISM report, Viva energy, SEEK, and Meridian Energy. This market highlight is proudly brought to you by Milford: http://www2.xyadviser.com/kl5st8 Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement. MyProsperity Website:  https://www.myprosperity.com.au/       Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/ Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4   Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has developed over the past couple of years, why she's introduced the Money Mode School, work-life balance and knowing when you need support. Renae Vercoe LinkedIn: https://www.linkedin.com/in/renaevercoe/ Money Mode Wesbite: https://moneymode.com.au/ Join the Schroders Investment Space within the Ensombl Community: http://www2.xyadviser.com/c67dpi Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/