Ensombl Advice Australia

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/

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/

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/

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/

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/