Ensombl Advice Australia

In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space. Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Curiosity Corner (Tango) website: https://www.tango.us/ 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/

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess to chat about the concept of retirement, how people can continue to bring purpose and meaning to their life post-work, and what advisers can do to help our clients through the transition. Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/nat-yc/ Full Time Lives Website: https://fulltimelives.com/ Brainmates Website: https://brainmates.com.au/ "The Art of Full Time Living" Book: https://fulltimelives.com/cusp-book 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/

In this first episode we discuss the behavioural side of building trusted relationships, and how we can work that into our business plan. 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 installment we talk with our panel of speakers about the second area of trust: Authenticity. 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 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/