Ensombl Advice Australia

In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about…

In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the rol…

In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning busine…

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-cent…

Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles an…

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering trans…

Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor.

Ba…

This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, im…

James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providi…

In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology…

This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume …

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clie…

Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit cons…

This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investm…

Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation.

Nicole Gardner LinkedIn: https:/…

In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital …

In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of int…

In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defini…

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving…

In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extr…