Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111223-05530001 0.25 Client Care & Practice 0.50 Technical Competence

This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how AI, rapid prototyping, and open architecture are transforming advice platforms, empowering planners to create customised solutions while strategically balancing automation, augmentation, and the essential human element.

Mark Papendieck LinkedIn: https://www.linkedin.com/in/markpapendieck/ DASH Website: https://dash.com.au/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251114

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111200-58350001 0.25 Client Care & Practice 0.50 Technical Competence

Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, and efficient use of technology at Future Financial Services, providing insights and advice on scalable advice practices.

Alex McKenzie LinkedIn: https://www.linkedin.com/in/alex-mckenzie-a288237/ Future Financial Services Website: https://futurefinancialservices.com.au/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251113

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110921-41190001 0.25 Professionalism and Ethics 0.75 Regulatory Compliance & Consumer Protection

This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his entrepreneurial journey, leadership in WT Financial Group, innovative approaches to compliance and adviser support, and strategies for scaling high-performing advice practices in a changing regulatory landscape.

Keith Cullen LinkedIn: https://www.linkedin.com/in/keith-cullen-890b233/ WT Financial Group Website: https://www.wtfglimited.com/

Explore the road less travelled at https://ensombl.com/go/20251111

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001 0.25 Client Care & Practice 0.75 Technical Competence

In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI and voice technologies, their integration into business processes, the creation of centralised AI dashboards, and the evolving importance of responsible, efficient, and strategic use of AI tools for improving productivity, security, and workforce roles.

Stefan D'Alessandro LinkedIn: https://www.linkedin.com/in/stefandalla/ subfocus.ai Website: https://subfocus.ai/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251107

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical Competence

Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and professional development at First Financial.

Nathaniel Johnston LinkedIn: https://www.linkedin.com/in/nathaniel-johnston-7a2347144/ First Financial Website: https://firstfinancial.com.au/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251106

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110221-59400001 0.75 Client Care & Practice 0.25 Technical Competence

This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice.

Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Advice Website: https://www.ejmadvice.com.au/ Peter's Last Engine Room Podcast: https://ensombl.com/podcasts/engine5/ Scaling Up: https://scalingup.com/book/ Aspiriant Wealth Management: https://aspiriant.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251104

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25110221-29010001 0.25 Client Care & Practice

In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings from Vanguard Australia's Retirement Report, highlighting low rates of retirement planning, significant gaps in financial literacy, shifting retirement ages, and five key actions to improve Australians' retirement outcomes.

How Australia Retires: https://www.vanguard.com.au/super/learn/super-insights/how-australia-retires Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/ Daniel Shrimski LinkedIn: https://www.linkedin.com/in/vanguarddanielshrimski/ Vanguard Website: https://www.vanguard.com.au/

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25102900-24310001 0.25 Client Care & Practice 0.25 Professionalism and Ethics

Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser at Bravium, her commitment to transparent client service and specialisation in defense clients, her industry advocacy and pro bono work, and the importance of aligning personal values with her professional path.

Kirra Sharrock LinkedIn: https://www.linkedin.com/in/kirrasharrock/ Bravium Website: https://www.bravium.com.au/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251030

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001 0.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence

In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry.

Eugene Ardino LinkedIn: https://www.linkedin.com/in/eugene-ardino-a209b313/ Lifespan Financial Planning Website: https://lifespanfp.com.au/

Explore the road less travelled at https://ensombl.com/go/20251028

General Disclaimer – https://www.ensombl.com/disclaimer/

Scott is the Founder and Expert Negotiator at Green Shoots Property. He and Clayton discuss his journey in real estate, the development of his data-driven, transparent property negotiation services, and practical strategies for planners and investors seeking to optimise property investment outcomes.

Scott Aggett LinkedIn: https://www.linkedin.com/in/scottaggett/ Scott Aggett Website: https://scottaggett.com/ Green Shoots Property Website: https://greenshootsproperty.com/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251023

To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0043-15102025

General Disclaimer – https://www.ensombl.com/disclaimer/