Ensombl Advice Australia

In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David's career journey from banking to financial planning, the growth and evolution of his firm, its approach to business succession and ownership structure, and the challenges and opportunities currently facing the financial planning industry.

David Gibson LinkedIn: https://www.linkedin.com/in/david-gibson-5a99a618/ Priority Advisory Group Website: https://www.priorityag.com.au/ Captegra Website: https://www.captegra.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240827

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Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode, Trent Masters, portfolio manager at Alphinity Investment Management, joins Morningstar's Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI.

Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Trent Masters LinkedIn: https://www.linkedin.com/in/trentmasters/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240826

For more information on Alphinity Investment Management visit our website https://ensombl.com/go/2-20240826

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In this week's episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives an update on AstuteWheel, how it can be used to enhance client engagement and streamline processes, and the continued improvements and updates they're consistently making.

AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger LinkedIn: https://www.linkedin.com/in/hans-egger-884a264/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20240823

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Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and development of her business.

Jayde Jenkins LinkedIn: https://www.linkedin.com/in/jayde-jenkins-cfp%C2%AE-80aa66b2/ Bloom Financial Planning Website: https://bloomfinancialplanning.com.au/

moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240822

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In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging technology.

Brett Arnol LinkedIn: https://www.linkedin.com/in/brett-arnol-6185678a/ Viridian Financial Group Website: https://viridianfinancialgroup.com.au/ David Pritchard LinkedIn: https://www.linkedin.com/in/davidjpritchard/

Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821

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In this episode, Jackie Clark and Sue Viscovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability.

Jackie Clark LinkedIn: https://www.linkedin.com/in/jackie-clark-7802345a/ Sue Viskovic LinkedIn: https://www.linkedin.com/in/sueviskovic/ Elixir Consulting Website: https://elixirconsulting.com.au/

Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821

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In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethical considerations.

Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Jeroen Buwalda LinkedIn: https://www.linkedin.com/in/jeroenbuwalda/

Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821

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In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations.

Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/

Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821

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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the key elements that impressed them the most.

Sue Viscovic LinkedIn: https://www.linkedin.com/in/sueviskovic/ Elixir Consulting Website: https://elixirconsulting.com.au/ Advice Operations Research Report (2024): https://vbp.ac-page.com/advice-operations-research-report-2024 CDM Solutions: https://www.cdmsolutions.com.au/ Engine Room Overhaul: https://elixirconsulting.com.au/engine_room_overhaul/ Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/ Rekab Advice Website: https://rekabadvice.com.au/ Collins SBA Website: https://www.collinssba.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240820

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This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta's mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisors and product manufacturers.

Elemnta Website: https://elemnta.com/ Shaun Green LinkedIn: https://www.linkedin.com/in/shaungreen1/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20240816

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