In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools. Nga Nguyen LinkedIn: https://www.linkedin.com/in/nga-nguyen-000b1b13/ PortalStack website: https://portalstack.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240802 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/

Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client waitlists, leveraging technology and outsourcing to improve efficiency, and the benefits of running her own business compared to being an employee. Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth Website: https://maziwealth.com.au/ Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/ 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, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients' needs and preferences, leveraging technology, and building connections. Joel Harty LinkedIn: https://www.linkedin.com/in/joel-harty/ Paulina Roncevic LinkedIn: https://www.linkedin.com/in/paulina-r-94ab7142/ Jacaranda Financial Planning Website: https://www.jacarandafp.com.au/ Heffron Website: https://www.heffron.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240730 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/

This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of the Weel spend management platform, including its use of AI for sales team efficiency, expense management capabilities, subscription management, and the potential for AI to further enhance the platform's functionality. Cale Bulgin LinkedIn: https://www.linkedin.com/in/cale-bulgin-082211113/ Weel Website: https://letsweel.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240726 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/

Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca's plans to attract and develop young talent in the financial planning profession. Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rising Tide Website: https://risingtidefinancial.com.au/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/ Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/ 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/

Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew discuss his career path from lawyer to financial planner, the importance of culture and ethics in the industry, the role of technology and AI in financial advice, and the need for effective dispute resolution and consumer-first practices. Shail Singh LinkedIn: https://www.linkedin.com/in/shail-singh-8309a920/ AFCA Website: https://www.afca.org.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240723 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/

Stuart Riddle, Managing Director at Knkt Interactive and creator of Claras.ai, discusses his innovative AI tool that transforms meeting transcripts into compliant financial file notes. He highlights how Claras.ai reduces administrative burdens and enhances communication between advisors and clients. The podcast dives into the importance of specialized templates over generic note-taking tools, ensuring efficiency and privacy. Stuart also elaborates on the integration of AI in CRM systems, showcasing the future potential of tech in financial services.

Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client's situation and providing realistic advice tailored to their needs. Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://www.threekings.com.au/ Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/ 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/

Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry into financial planning to building a successful practice focused on client experience, global team management, and sustainable growth. Avondale Wealth Website: https://www.avondalewealth.com.au/ Fortnum: https://fortnum.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240716 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/

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino". Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240712 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/