This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team culture, and future growth plans of his diversified planning practice, along with its client focus, technology adoption, and opportunities for new talent.

Elliot Watson LinkedIn: https://www.linkedin.com/in/elliot-watson-41305957/ Watson Wealth Website: https://watsonwealth.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250902

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enabling a more client-centered approach to planning.

Tim Reid LinkedIn: https://www.linkedin.com/in/timothyareid/ AdviceOps Website: https://adviceops.com.au/ Sintra AI: https://sintra.ai/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250829

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

Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career journey, the growth and client focus of Acuity Wealth, financial planning strategies for high-earning clients, business culture, hiring practices, and the importance of networking and referrals.

Rob Chertok LinkedIn: https://www.linkedin.com/in/rob-chertok-b957394a/ Acuity Wealth Website: https://www.acuitywealth.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250828

Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340.

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

In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss his journey from planner to business leader, and his lessons in business growth, outsourcing, leadership, and the evolving future of advice.

David Carney LinkedIn: https://www.linkedin.com/in/davidcarneyvbp/ VBP Website: https://www.vbp.au/ The 4 Disciplines of Execution: https://www.amazon.com.au/4-Disciplines-Execution-Chris-McChesney/dp/1491517751

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250826

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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

In this episode, Pat speaks with Kate Fellows, Founder of tap'd (the Advice Professionals' Directory). They discuss the platform's mission to connect advisers with service providers, enhance efficiency through AI and content, and foster transparent, dynamic engagement within the advice profession. 

Kate Fellows LinkedIn: https://www.linkedin.com/in/kate-fellows-a1993b18/ tap'd Website: https://www.tapdau.com/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250822

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

Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR and operations into financial advice, and what advice he has for others considering a similar path.

Dean Southern LinkedIn: https://www.linkedin.com/in/thedeansouthern/ Clarity Wealth Website: https://claritywealth.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250821

Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340.

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

In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch discusses the rapid growth, strategic evolution, and operational transformation of Coastal Advice Group, and their approach to mergers and acquisitions, technology integration, and the development of a scalable, client-focused advice business.

Mitch Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://www.centralcoastfpg.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250819

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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

This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of LifeBid, a next-generation digital platform designed to streamline and modernise life insurance advice by leveraging technology, AI, and industry collaboration to improve efficiency, compliance, and client experience.

Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ LifeBid Website: https://lifebid.com.au/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250815

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

This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the Foundation's mission, grant programs, fundraising efforts, and the impact of their work in supporting financially vulnerable Australians through community-driven initiatives.

Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Maddie Catlin LinkedIn: https://www.linkedin.com/in/maddie-catlin/ Future2 Foundation Website: https://future2foundation.org.au/

Know a grassroots program changing lives by building stronger financial futures? Future2’s Make the Difference! Grants offer up to $15,000 to help them go further. Nominations close 21 August 2025. Find out more and apply at https://future2foundation.org.au/grants/future2-make-the-difference-grants/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250814

Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340.

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

In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam and Stu Alsop, Director of Sales at Intelliflo Australia. They explore the critical role of data quality in advice practices, and the challenges, solutions, and benefits for client experience, business growth, and security.

Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website: https://scientiam.com.au/ Stu Alsop LinkedIn: https://www.linkedin.com/in/stu-alsop-5505963b/ Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

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