Ensombl Advice Australia

This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing services firm, can help advisors, accountants, and mortgage brokers with content marketing, leveraging technology and AI to improve client engagement and communication.

Clare Murphy LinkedIn: https://www.linkedin.com/in/clareemurphy/ Advant Group Website: https://advant.com.au/ Wealth Investors: https://wealthinvestors.com.au/Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241004

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy.

Paul Brown LinkedIn: https://www.linkedin.com/in/paulbrowncfp/ Wealth 21 Website: https://wealth21.com.au/

Learn more about Australia's high-quality growing companies at https://ensombl.com/go/20241003

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They cover his journey through the financial planning industry, the evolution of Goldsborough's culture and client-centric approach, and their plans for future growth through potential mergers and acquisitions.

Brenton Miegel LinkedIn: https://www.linkedin.com/in/brentonmiegelcfp/ Goldsborough Financial Services Website: https://goldsborough.com.au/advisers/brenton-miegel/ Peleton Partners: https://www.pelotonpartners.com.au/ IOOF Alliances: https://www.ioof.com.au/en/ioof-alliances Mitcham City Brass: https://mitchamcitybrass.org/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241001

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar's Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property. Alternatives can play a range of important roles in a portfolio, including return diversifiers, uncorrelated assets, and tail hedges, and the panel explores how a wave of product development is making alternatives available to a broader range of investors than ever before.

Vesna Peroska LinkedIn: https://www.linkedin.com/in/vesnaperoska/ Sinead Rafferty LinkedIn: https://www.linkedin.com/in/sinead-rafferty-cfa-366ba961/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240930/

This market highlight is proudly brought to by Fidante: https://ensombl.com/go/2-20240930/

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features of 3Lines 2.0, which aims to streamline compliance management for financial services licensees by offering a comprehensive, AI-enhanced solution that addresses common pain points and enables licensees to focus more on serving their clients.

3Lines Website: https://www.3lines.com.au/ Eloise Somerford LinkedIn: https://www.linkedin.com/in/eloise-somerford-467aab47/ Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20240927

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors.

Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Website: https://strategicwealth.melbourne/

moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240926

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral finance, marketing, sales processes, AI tools, human-first advice, balancing business growth with personal well-being, and their thoughts on the 2024 Future Proof Festival as a whole.

Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Future Proof YouTube: https://www.youtube.com/@FutureProof_HQ

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more coaching-oriented approach in financial planning.

Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication.

Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Michael Kitces Presentation: https://www.kitces.com/future-proof-presentation-handout-materials-supporting-information-2/

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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

Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation.

Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/ Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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