Ensombl Advice Australia
Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
- Update frequency
- every 2 days
- Average duration
- 42 minutes
- Episodes
- 1081
- Years Active
- 2017 - 2025
#21 Forum Chat: Beyond the SoA
For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the commun…
#20 How to attract Gen Y & X Clients with Steve Crawford
Interviews by Ben Nash and Phil Thompson
Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X & Y's understand where …
#19 Leaving Value on the Table with Mark Nagle
Interviews by Phil Thompson and Ray Jaramis
We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view…
#18 Things to include in a winning 2017 business plan with Sue Viskovic
Interviews by Adrian Patty and Phil Thompson
We have Advocate of Financial Advice Business Coach, Sue Viskovic joining us for XYLive to share with you these relevant tips on how to get your attentio…
#17 Between Success and Failure: Yesterday and Tomorrow with Santi Burridge
Interviews by Ray Jaramis and Phil Thompson
We have founder of Implemented Portfolios Santi Burridge joining us for XYLive to answer this question and chat about the simple mistakes to avoid and how…
#16 The State of Play with Aleks Vickovich
Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who is thriving, who is struggling, who is learning and a few insights from a r…
#15 How To Create A Low Cost Advice Offering with Vincent Scully
Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low cost advice offering giving access to a qualified financial planner for as little as $12.50 p/m
Interviews b…
#14 Making Financial Advice Mainstream with Vanessa Stoykov
Vanessa Stoykov is the CEO of Evolution media group & No more practice with the objective of educating consumers on the importance of wealth and leadership via national television programs.
#13 Lessons From a Former Fintech Founder with Nikhil Sreedhar
Nikhil Screedhar was the founder of Proadviser a fintech startup aimed at taking on the robo advice market. Nikhil shared the honest truth about how he launched and then decided to wind down the busi…
#12 How Advisers Can Work With Fintech with Ian Dunbar
We had Ian Dunbar the CEO of Suitebox and Co-founder of Afiniation to talking to us about the Australian fintech startup space and how adviser can work with these new innovative companies.
#11 The Journey Of The AFA Practice of The Year Winner with Sam Henderson
Sam Henderson is joined us to talk about his journey that lead him to own his own advice firm, host of Sky News Business 'Your Money, Your Call' and recently becoming named the AFA's Practice Of The …
#10 How to Leverage Your Advice Firm with Stewart Bell
Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technology, as well as giving us a bit of insight into how he works with businesses to …
#9 Building A Business With No Product Advice with Kate Holmes
Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.
#8 How To Build A Business Working With Australian Expats with Brett Evans
On this episode we had a chat with Brett Evans from Atlas Wealth joined us for XY, who was recently named innovator of the year in ifa's Excellence Awards. Brett was a treasure trove of information w…
#7 Starting A Business From Scratch with Kath Cairns
We had a chat with Kath Cairns about how she is growing her business and how she has done this starting from scratch. She has recently started advising clients and was a finalist in the 2015 AFA Risi…
#5 How To Run A Financial Advice Business Remotely with Dean Holmes
Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advice firm from London and how we can all run a financial advice business remotely…
#4 Building A Personal Brand with Paul Gilbert
Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your personal brand through content marketing. Dig in on some tips for advisers in how they can stand o…
#3 Integrating Professional Coaching & Financial Advice with Cathryn Gross
Interview with Cathryn Gross from Twelve Wealth and she spoke to us about how she is integrating professional coaching with financial advice. She took us through her journey of establishing an advice…
#2 How To Build Automated Lead with Guy Freeman
Guy Freeman gives us some insights as to how build an automated lead process using search engine optimization and paid Facebook and Google advertising. He was able to shed more light on his best prac…