Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26031304-04190001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & Co. They discuss how a multi-service financial advice firm can embed life insurance into holistic client relationships, using structured philosophies, motivational conversations (CAMS), team training, and process design to improve client protection, business performance, and adviser capability.

Jake Reus LinkedIn: https://www.linkedin.com/in/jakereus/
Bob Reus & Co Website: https://reus.com.au/
CAMS: https://ensombl.com/app/uploads/2026/03/CAMS_AAA_Branded_Deck.pptx
Reus Insurance Philosophy: https://ensombl.com/app/uploads/2026/03/reus-Insurance-Philosophy.docx

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260316

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26031202-02180001
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice

In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s AI-driven compliance tools -particularly their “Regi” suite (chat, reviews, and vets) - are evolving to help AFSL licensees centralise compliance, enhance advice reviews and pre-vetting, and integrate AI into workflows without replacing human judgment.

Eloise Somerford LinkedIn: https://www.linkedin.com/in/eloise-somerford-467aab47/
Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/
3Lines Website: https://www.3lines.com.au/
Founder Wins and Losses Article: https://www.linkedin.com/pulse/founder-wins-losses-building-regireviews-one-week-time-julia-vojkovic-8gxxc/

Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260313

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

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26030823-50550001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Professionalism and Ethics
0.25 Regulatory Compliance and Consumer Protection

This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy of his firm, its focus on young wealth accumulators, tech stack and corporate growth strategy, and how he builds culture, processes, and client value in a modern advice practice.

Alex McMillan LinkedIn: https://www.linkedin.com/in/alex-mcmillan-seedli/
Seedli Website: https://seedli.com.au/
Flux Website: https://www.flux.finance/

Ensombl Progress is a professional development membership for advisers who want momentum and implementation - not just ideas - with protected time and peer accountability to turn key initiatives into visible progress. Learn more at https://ensombl.com/membership/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26030523-03540001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this episode, Ben talks with Aaron Zol, Head of Business and Insurance Advice Growth at Entireti. They discuss his fifteen year journey across major institutions and licensees and his new role building Entireti Life’s insurance capability to lift adviser capacity, simplify processes, partner with insurers and claims specialists, and meaningfully increase life insurance coverage for Australians.

Aaron Zol LinkedIn: https://www.linkedin.com/in/aaron-zol-b8a56670/
Entireti Website: https://entireti.com.au/
Integrity Resolutions Website: https://integrityresolutions.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260309

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26030401-16280001
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Professionalism and Ethics

Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich Yet” (HENRYs). He and James discuss why he left a high-performing career advising ultra-high-net-worth clients to build a business serving ambitious professionals, the psychology of feeling “rich”, and his mission to provide values-driven, lifestyle-focused advice in a market crowded by property spruikers and sales-driven models.

Izzy Tittor LinkedIn: https://www.linkedin.com/in/izzy-tittor-7b4469a1/
Henry Advisory Website: https://henryadvisory.com.au/

For a simpler, faster way to write risk visit https://ensombl.com/go/20260305

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

In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. They discuss recent geopolitical tensions involving Israel, the US, and Iran, their impact on oil prices, the current earnings season, and implications for investors.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/
Russell Investments Website: https://russellinvestments.com/

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

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26011822-35250001
0.50 Client Care & Practice
0.25 Technical Competence
0.25 Tax (Financial) Advice

In this episode, Rocksy is joined by Angus Taylor, Founder of Sheffield Financial Group and Senior Financial Planner. They discuss his unique journey into financial planning, the growth and operations of Sheffield Financial, client-focused solutions, team development, use of technology, and his vision for future expansion.

Angus Taylor LinkedIn: https://www.linkedin.com/in/angus-taylor-2882633a/
Sheffield Financial Group Website: https://www.sheffieldfinancial.com.au/

Ensombl Progress is a professional development membership for advisers who want momentum and implementation - not just ideas - with protected time and peer accountability to turn key initiatives into visible progress. Learn more at https://ensombl.com/membership/

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022622-56460001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

As elevated valuations and index concentration challenge traditional portfolios, Daniel Kelly is joined by Chris Hestelow (Allan Gray) to explore the firm’s contrarian, long-term investment philosophy. They unpack a high-conviction process built on deep fundamental research, independent review, and clear portfolio manager accountability - designed to prioritise alpha over index-hugging. They highlight recent outperformance from out-of-favour holdings rather than mega-cap leaders, and how advisers can pair truly active strategies with passive allocations for genuine diversification. With a focus on absolute risk and building resilient portfolios over macro predictions, this episode offers practical insight for navigating uncertain markets.

Chris Hestelow LinkedIn: https://www.linkedin.com/in/chris-hestelow-cfa-97264812a/
Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/
Viola Private Wealth Website: https://www.violaprivatewealth.com.au/

Passive investing is tempting. That’s the risk. To learn more, reach out to our team or visit https://ensombl.com/go/20260302

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022601-28380001
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice

This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has evolved into a modern, highly integrated, AI-enabled financial modeling tool with a growing support-focused team, aiming to deliver faster, more engaging, and more efficient advice workflows for financial planning practices.

Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/
Eric Tetik LinkedIn: https://www.linkedin.com/in/eric-tetik/
RetireMap Website: https://retiremap.com.au/
Previous Episode: https://ensombl.com/podcasts/advicetech82/
Snagit: https://www.techsmith.com/snagit/

Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260227

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

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26022402-34340001
0.25 Technical Competence
0.25 Client Care and Practice

Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the event were, and gets their insights on improving human-centered advice, the client review processes, and intergenerational retirement planning, while exploring how longevity products and AI-enabled tools can better support clients’ spending, legacy, and overall experience.

For a simpler, faster way to write risk visit https://ensombl.com/go/20260225

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