Ensombl Advice Australia

Ensombl
undefined
Apr 3, 2023 • 1h 3min

Engine Room Podcast #1 - Mitchell Ramsbotham

Mitchell is the Group General Manager at Coastal Advice Group. He sits down with Andrew to lift the lid on the structure and culture of the business, how they've built their team, and how they attract the ideal client base. Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: http://zurich.com.au/adviserportal 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/
undefined
Apr 2, 2023 • 4min

3 APR 2023 - Monday Market Highlights

This week we cover the US Core PCE index, the University of Michigan consumer sentiment survey, Eurozone CPI data, the ANZ consumer confidence index, Australian preliminary retail sales data, First Citizen Bank, Albemarle, United Malt Group, and Infratil. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ 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/
undefined
Mar 30, 2023 • 41min

AdviceTech Podcast #28 - Financial Writers Australia

In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep dive into how to create unique content that speaks directly to your ideal clients. Financial Writers Website: https://financialwriters.com.au/         Kelly Mackay: https://www.linkedin.com/in/kellybellmanmackay/   Curiosity Corner (Visualize Habit): https://visualizehabit.com/   Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo 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/
undefined
Mar 29, 2023 • 36min

#390 Christine Bau

Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures and what the good practices doing around culture and reputation in the advice landscape. Christine Bau LinkedIn: https://www.linkedin.com/in/christine-bau/ People Focused Website: http://peoplefocused.com.au/ Register for the All Licensee PD Day on May 26th at https://ensombl.com/ALPD/ 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/
undefined
Mar 27, 2023 • 32min

#389 Paul Dunn

Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about creating a business and team with a true sense of belonging, living your legacy, and how to build an attraction mechanism that is bigger than you. Paul Dunn LinkedIn: https://www.linkedin.com/in/paulb1g1/ B1G1 Website: https://b1g1.com/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ 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/ 
undefined
Mar 26, 2023 • 5min

27 MAR 2023 - Monday Market Highlights

This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and REIT. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ 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/
undefined
Mar 23, 2023 • 1h 13min

AdviceTech Podcast #27 - intelliflo

This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients. intelliflo Website:  https://www.intelliflo.com/au       Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/  Curiosity Corner (Circle): https://circle.so/  Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at https://netwealth.com.au/woo 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/
undefined
Mar 22, 2023 • 42min

#388 Chris Bates and Craig Bigelow

In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future. Chris Bates Ensombl: https://app.ensombl.com/members/4043358 Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ Craig Bigelow Ensombl: https://app.ensombl.com/members/3099296 Craig Bigelow LinkedIn: https://www.linkedin.com/in/craigbigelowrt/ Weathful Website: https://www.wealthful.com.au/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ 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/
undefined
Mar 20, 2023 • 39min

#387 James Whelan

James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances. James Wheland LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ VFS Group Website: https://vfsgroup.com.au/ AMFEX Website: https://amfex.com/ To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/ 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/
undefined
Mar 19, 2023 • 6min

20 MAR 2023 - Monday Market Highlights

The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ 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/

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app