Ensombl Advice Australia

In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms. OpenInvest Website: https://www.openinvest.com.au/for-advisers/ Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44 Curiosity Corner (Storytail) website: https://www.storytail.io/ 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/

Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change. Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/ Barry LaValley Website: http://barrylavalley.com/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. 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/

David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact investing and how it differs from ethical investing, and what's moving forward for ethical investing in Australia. David Rae LinkedIn: https://www.linkedin.com/in/davidjrae/ Ethinvest Website: https://www.ethinvest.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. 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 lower than expected US Durable Goods Orders, US PMI data, European Core Inflation data, Australian Fourth Quarter GDP and Retail Sales data, the slowdown in buyer consumption, and climbing inventory. 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 talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry. Asendium Website: https://www.asendium.com/ Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ Curiosity Corner (ChatGPT) website: https://openai.com/blog/chatgpt/ 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/

Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of your personal brand and vision, and what works and what doesn't work when it comes to financial planning marketing. Chris Dale LinkedIn: https://www.linkedin.com/in/chrismarketinghq/ MarketingHQ Website: https://www.marketinghq.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. 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/

Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about the impact social media has had on his business, the psychology of financial advice and the impact mindset has on money. Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://threekings.com.au/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. 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 US PMI data, the Personal Income and Spending report, the RBNZ meeting, Australian Wage data, Qantas, Woolworths, Dominos, and Origin Energy. 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 is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice. Padua Website: https://paduasolutions.com/ Anne-Marie LinkedIn: https://www.linkedin.com/in/anne-marie-esler-cfp-b04ab686/ Matt Esler LinkedIn: https://www.linkedin.com/in/matt-esler-69b07211/ Curiosity Corner (Hyperhistory) website: https://www.hyperhistory.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/

Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring customer feedback to enhance your client experience, and how the All Licensee PD Day is evolving to meet adviser demand for efficient CPD. Emily Jenkins Ensombl: https://app.ensombl.com/members/2191186 Emily Jenkins LinkedIn: https://www.linkedin.com/in/emilyblanch/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. 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/