最高の Ensombl ポッドキャスト (2024)

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AdviceTech Podcast #111 - AdviseWell 35:34

2d ago35:34

35:34

This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients. Clinton Cunning…

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#472 Dean Holmes 40:33

3d ago40:33

40:33

Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks t…

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Investment Podcast #20 - Australian Small Caps 42:00

6d ago42:00

42:00

The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Ph…

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AdviceTech Podcast #110 - Driving Tech Change: CRMs, Automation & AI 52:19

9d ago52:19

52:19

In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration. Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ Infi…

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#471 Matt Coman 38:02

10d ago38:02

38:02

Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm. Matt Coman LinkedIn: https://www.linkedin.com/in/matthew-coman-cfp%C2%AE-977bba41/ Twomeys Website: ht…

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Engine Room Podcast #56 - John Cachia 1:03:02

12d ago1:03:02

1:03:02

John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactful financial planning business focused on behavioral coaching and client-centric service. Thriving Wealth Website: https://www.thrivingwealth.com.au/ J…

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AdviceTech Podcast #109 - Cyber Security Special 53:36

16d ago53:36

53:36

This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomware, the significance of comprehensive backups, and the need to foster a positive cybersecurity culture within an organisation. Rob Dawson LinkedIn: http…

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#470 Paul Nevin 35:24

17d ago35:24

35:24

Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Aust…

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Engine Room Podcast #55 - Charlie Viola 1:12:05

19d ago1:12:05

1:12:05

Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity. Charlie Viola LinkedIn: http…

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AdviceTech Podcast #108 - Qwilr 33:48

23d ago33:48

33:48

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and …

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#469 Adam Crabbe 40:24

24d ago40:24

40:24

Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe Li…

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Engine Room Podcast #54 - Angus Stevenson 1:04:34

26d ago1:04:34

1:04:34

Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Angus Stevenson LinkedIn: h…

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Investment Podcast #19 - Market Outlook 34:18

27d ago34:18

34:18

Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, includ…

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AdviceTech Podcast #107 - Otto Finance 35:53

1M ago35:53

35:53

This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience. Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney…

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#468 Fran Hughes 29:45

1M ago29:45

29:45

Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives. Fran Hughes…

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Engine Room Podcast #53 - Daniel Harris 1:08:10

1M ago1:08:10

1:08:10

In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth. Daniel Harris LinkedIn: https:…

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AdviceTech Podcast #106 - Canwi 33:55

1M ago33:55

33:55

In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance. Cameron Drury LinkedIn: https://www.linkedin.com/i…

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#467 Naz Pochynok and Julien Renard 1:01:15

1M ago1:01:15

1:01:15

In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future. Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/ Julien Renard Li…

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Engine Room Podcast #52 - Kris Tatt 1:12:27

1M ago1:12:27

1:12:27

This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: https://www.linkedin.com/in/kri…

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AdviceTech Podcast #105 - Scrybd 43:07

1M ago43:07

43:07

This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automa…

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#466 Karen Eley 32:21

2M ago32:21

32:21

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money. Karen Eley LinkedIn: https://www.linkedin.com/in/karen…

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Investment Podcast #18 - Investing in Times of Volatility 29:22

2M ago29:22

29:22

The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during ti…

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AdviceTech Podcast #104 - Wealth Maximiser 34:19

2M ago34:19

34:19

In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial ad…

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#465 Shannon Freney 36:33

2M ago36:33

36:33

Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move to Fox and Hare, which focuses on younger, high-earning clients, and his previous experience in delivering digitised advice at scale. Shannon Freney LinkedIn: https://www.linkedin.com/in/shannon-freney/ Fox & Hare Website: https://foxandhare.com.au/ …

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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1 42:35

2M ago42:35

42:35

In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other secto…

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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2 39:14

2M ago39:14

39:14

In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the "MAG 7" as other sectors and smaller companie…

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Engine Room Podcast #51 - Angus Cooper 1:07:38

2M ago1:07:38

1:07:38

Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting to financial planning, the founding and growth of ACru Wealth, his approach to client engagement and team management, and his vision for the future of the business. Angus Cooper LinkedIn: https://www.linkedin.com/in/angus-cooper-09…

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AdviceTech Podcast #103 - Advant Group 40:56

2M ago40:56

40:56

This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing services firm, can help advisors, accountants, and mortgage brokers with content marketing, leveraging technology and AI to improve client engagement and communication. Clare Murphy LinkedIn: https://www.linkedin.com/in/clareemurphy/ Advant Grou…

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#464 Paul Brown 31:38

2M ago31:38

31:38

Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy. Paul Brown LinkedIn: https://www.linkedin.com/in/paulbrowncfp/ Wealth 21 W…

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Engine Room Podcast #50 - Brenton Miegel 1:08:17

2M ago1:08:17

1:08:17

In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They cover his journey through the financial planning industry, the evolution of Goldsborough's culture and client-centric approach, and their plans for future growth through potential mergers and acquisitions. Brenton Miegel Link…

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Investment Podcast #17 - Alternatives (Private Markets) 41:23

2M ago41:23

41:23

Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrast…

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AdviceTech Podcast #102 - 3Lines 2.0 40:46

2M ago40:46

40:46

In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features of 3Lines 2.0, which aims to streamline compliance management for financial services licensees by offering a comprehensive, AI-enhanced solution that addresses common pain points and enables licensees to focus more on serving their clients. …

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#463 Daniel Wilson 32:39

2M ago32:39

32:39

Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors. Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Websi…

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Ensombl on Tour: Growth Series #4 48:13

2M ago48:13

48:13

Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral finance, marketing, sales processes, AI tools, human-first advice, balancing business growth with personal well-being, and their thoughts on the 2024 Future Proof Festival as a whole. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/p…

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Ensombl on Tour: Growth Series #3 46:07

2M ago46:07

46:07

Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more c…

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Ensombl on Tour: Growth Series #2 36:02

2M ago36:02

36:02

Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/…

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Ensombl on Tour: Growth Series #1 33:19

2M ago33:19

33:19

Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation. Peita Diamandtidis LinkedIn: https://www.linkedin.com/…

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AdviceTech Podcast #101 - Paradino 29:53

2M ago29:53

29:53

In this week's episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino's vision to connect the back office and automate the advice process using AI, including their current file note automation functionality, upcoming features, and the potential for AI to enhance client relationships and reduce the cost of advice. Josh …

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#462 Josh Pennell 32:52

2M ago32:52

32:52

In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including the firm's accounting and financial planning services, his approach to networking and client acquisition, his expertise in providing financial advice during divorce and separation, and his experience of writing and publishing a book. Josh Pe…

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Advice 2030 #1 1:13:55

2M ago1:13:55

1:13:55

In this first episode, Peita talks with John O'Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the "Advice 2023: The Big Shift" report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisors to embrace these changes a…

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Advice 2030 #2 50:04

2M ago50:04

50:04

In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions. Tim Lea LinkedIn: https://ww…

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Advice 2030 #3 59:44

2M ago59:44

59:44

In this episode, Peita talks with Kerry Ong, General Manager - Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability. Kerry Ong LinkedIn: https://www.linkedin.com/in/kerryong/ Ensombl Iress Space: https://app.ensombl.c…

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Advice 2030 #4 52:49

2M ago52:49

52:49

In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager - Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisors to engage in strategic planning and …

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AdviceTech Podcast #100 - moneyGPS 49:24

3M ago49:24

49:24

This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, its origins, features, benefits for financial advisors and clients, future development plans and expanding its reach both domestically and internationally. George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/ moneyGPS …

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#461 Carlie Thatcher 30:50

3M ago30:50

30:50

Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company's processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice. Carlie Thatcher LinkedIn: https://www.linkedin.com/i…

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How Australia Retires #1 46:23

3M ago46:23

46:23

In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist - Strategy and Research at Vanguard Australia. They explore the key insights from Vanguard's research on how Australians are preparing for and experiencing retirement, including the importance of home ownership, and the role of advisors in addressing concerns aroun…

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How Australia Retires #2 51:19

3M ago51:19

51:19

In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue the conversation on retirement planning in Australia, including the impact of the cost of living crisis, home ownership trends, balancing family support with personal financial needs, the importance of early engagement wi…

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Engine Room Podcast #49 - Brett Taggart 1:14:54

3M ago1:14:54

1:14:54

Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his journey in building the Bell Partners financial services group, including its expansion into regional areas, innovative use of technology, focus on culture and team development, and commitment to giving back to the community. Brett Tagg…

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Investment Podcast #16 - Index vs Active 36:40

3M ago36:40

36:40

In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in wh…

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AdviceTech Podcast #99 - Annature 24:09

3M ago24:09

24:09

This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature works as an Australian eSigning and identity verification solution, as well as their customer-focused approach, transparent pricing model, seamless integrations, and commitment to cyber security. Daniel Edridge LinkedIn: https://www.linke…

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