Ensombl Advice Australia

In this episode we discuss the importance of reliability when it comes to building trust with clients. Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/ Jane Ryan Principal Adviser at Fox Wealth Advisory Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/ Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/   Anthony Jones Principal at Templetons Financial Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/ Templetons Financial Website: https://www.templetons.com.au/ Anne Fuchs Head of Advice at Australian Retirement Trust Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/ Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this final episode in our four part series we explore “the feeling” of someone acting in your best interest, and how it's a vital building block in establishing a trusted relationship. Australian Retirement Trust. Trusted by over 4,000 financial advisers. Visit https://www.australianretirementtrust.com.au/advisers Andrew Inwood CEO of CoreData Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/ Jane Ryan Principal Adviser at Fox Wealth Advisory Jane Ryan LinkedIn: https://www.linkedin.com/in/jane-ryan-46581780/ Fox Wealth Advisory Website: https://foxwealthadvisory.com.au/   Anthony Jones Principal at Templetons Financial Anthony Jones LinkedIn: https://www.linkedin.com/in/ajonesfinancial/ Templetons Financial Website: https://www.templetons.com.au/ Anne Fuchs Head of Advice at Australian Retirement Trust Anne Fuchs LinkedIn: https://www.linkedin.com/in/anne-fuchs-90504816/ Australian Retirement Trust Website: https://www.australianretirementtrust.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest changes in his business and what's stayed the same, and how he approaches changes in fee structure with clients. Josh Dalton LinkedIn: https://www.linkedin.com/in/daltonjosh/ Dalton Financial Partners Website: https://daltonfp.com.au/ Australian Retirement Trust. It’s more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover US and UK CPI data, Australian employment data, the NFIB survey, Atlas Arteria, Link Administration, and Ramsay Healthcare. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode Peita chats with Robyna May, a Power BI and Automation Consultant at Verlata Consulting. They discuss the features of the Power BI business intelligence tool, and how it's live data visualisation software and insights can benefit practice owners. Microsoft Power BI: https://powerbi.microsoft.com/ Verlata Website: https://www.verlata.com/viewpoint-power-bi Robyna May LinkedIn: https://www.linkedin.com/in/robynamay/ Curiosity Corner (Habitica) website: https://habitica.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Richard is a Partner at Belay Advisory. He and Jess chat about how his business has grown and changed over the years, the value of mentorship, and understanding your niche client. Richard Felice LinkedIn: https://www.linkedin.com/in/richfelice/ Belay Advisory Website: https://www.belay.com.au/ Australian Retirement Trust. It’s more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Chris is the Founding Partner at VISIS Private Wealth. He joins Ben to talk about starting VISIS, what he's done to drive growth in the business, and the biggest obstacles he's had to overcome on the journey. Chris Smith LinkedIn: https://www.linkedin.com/in/chrissmithvisis/ VISIS Private Wealth Website: https://www.visis.com.au/ Australian Retirement Trust. It’s more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the US non-manufacturing ISM index, last Friday's European Central Bank meeting, the new UK energy policy, Tyro Payments, Nuix, and Metcash. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into the width and breadth of the Microsoft 365 productivity suite, and discuss how to take advantage of its tools to leverage efficiency in your practice. Microsoft 365 Website: https://www.microsoft.com/en-au/microsoft-365 Wyntec Website: https://www.wyntec.net.au/ Tom Freer LinkedIn: https://www.linkedin.com/in/tomfreerbrisbane/ Curiosity Corner (Brain.fm) website: https://www.brain.fm/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Deepa is the Principal Consultant and Founder at RecruiTalent. In this second installment, Deepa and Jess discuss recruitment from the candidate's side, including the state of the current marketplace, and how to negotiate for what you're looking for in a role. Deepa Surti LinkedIn: https://www.linkedin.com/in/deepasurti/ RecruiTalent Website: https://recruitalent.com.au/ Australian Retirement Trust. It’s more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/