In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisors, support staff, client relationships, and external stakeholders. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904 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/

In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. They revisit four recent episodes and discuss the key elements that impressed them the most. Matt Brown LinkedIn: https://au.linkedin.com/in/matt-brown-84177b63 Neil Younger LinkedIn: https://au.linkedin.com/in/neilyounger Entireti Website: https://entireti.com.au/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Nestworth Website: https://nestworth.com.au/ Avondale Wealth Website: https://www.avondalewealth.com.au/ Bob Reus & Co Website: https://reus.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240903 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/

In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft and how it's grown, their focus on onboarding and change management, robust cyber security measures, new functionality, and client success stories. Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Plutosoft Website: https://www.plutosoft.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240830 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/

Andrew is the Founder at CoreData Group. He and James discuss CoreData's research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia. Andrew Inwood LinkedIn: https://www.linkedin.com/in/andrew-inwood-0207178/ CoreData Website: https://www.coredata.com.au/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240829 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/

In this conversation with David Gibson, a seasoned Senior Financial Adviser at Priority Advisory Group, listeners gain insight into his transition from banking to financial planning. He discusses the evolution of business succession strategies, challenges in the industry, and the importance of specialization, particularly in aged care. David shares how personal anecdotes illuminate the dynamic nature of client relationships and operational efficiency in advisory firms. He also addresses the balance between profitability and community involvement, showcasing his firm's commitment to ESG initiatives.

Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode, Trent Masters, portfolio manager at Alphinity Investment Management, joins Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Trent Masters LinkedIn: https://www.linkedin.com/in/trentmasters/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240826 For more information on Alphinity Investment Management visit our website https://ensombl.com/go/2-20240826 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/

Hans Egger, the Managing Director and Co-Founder of AstuteWheel, shares insights on how their platform enhances client engagement and streamlines advisors' workflows. He discusses the integration of AI in financial advising and the evolution of technology in client interactions. The conversation highlights advanced software solutions that facilitate insurance advisement and optimize the client review process. Egger's enthusiasm for innovation shines through as he jokes about old tech while advocating for modern, secure tools that foster client loyalty.

Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and development of her business. Jayde Jenkins LinkedIn: https://www.linkedin.com/in/jayde-jenkins-cfp%C2%AE-80aa66b2/ Bloom Financial Planning Website: https://bloomfinancialplanning.com.au/  moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240822 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/

In this insightful discussion, Brett Arnol, Co-Founder of Viridian Financial Group, and David Pritchard, Executive Director at CFS Wrap, explore how technology is reshaping the client experience in financial services. They dive into the transformative impacts of COVID-19 on digital tools and personalized communication. The duo also emphasizes the critical importance of cybersecurity in a digital world and shares strategies for better integrating technology into client interactions. Their experiences bring a fresh perspective on navigating today's complex financial landscape.

Jackie Clark, a high-performance advice business strategist, joins Sue Viscovic, an operations culture expert, to share insights on elevating advisory firms. They discuss the pivotal role of technology in enhancing client value and operational efficiency. The importance of engaging employees in decision-making to boost morale and profitability is emphasized. Additionally, they highlight how measuring workplace culture can link directly to financial success, and they advocate for well-documented processes to mitigate risks and improve client satisfaction.