Ensombl Advice Australia

Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business.

Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlancashire/ Cargill Financial Website: https://www.cargillfinancial.net.au/

Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240815

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Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build Esencia through merging four firms, his focus on developing talent and client relationships, and his vision for the future of the Australian advice industry.

Matt Fenning LinkedIn: https://www.linkedin.com/in/matthewfenning/ Esencia Wealth Website: https://esenciawealth.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240813

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In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion.

Bryce Anderson LinkedIn: https://www.linkedin.com/in/bryce-anderson-cfa-5589628/ Joseph Lai LinkedIn: https://www.linkedin.com/in/joseph-lai-130278/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240812

For more information on Ox Capital Management visit our website https://ensombl.com/go/2-20240812

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In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively.

Alex Walker LinkedIn: https://www.linkedin.com/in/alexander-w-32a7b339/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20240809

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Paul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast "Financial Autonomy", the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model.

Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Guidance Financial Services Website: https://guidancefs.com.au/ Financial Autonomy Website: https://financialautonomy.com.au/

Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240808

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Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the history and evolution of his multi-disciplinary practice, the importance of creating a positive work environment, fostering a sense of family within the team, and teaching good habits to the next generation. They also explore the potential of new technologies, such as AI and blockchain, to transform the way advice is delivered.

Jake Reus LinkedIn: https://www.linkedin.com/in/jakereus/ Bob Reus & Co Website: https://reus.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240806

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In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools.

Nga Nguyen LinkedIn: https://www.linkedin.com/in/nga-nguyen-000b1b13/ PortalStack website: https://portalstack.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20240802

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Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client waitlists, leveraging technology and outsourcing to improve efficiency, and the benefits of running her own business compared to being an employee.

Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth Website: https://maziwealth.com.au/

Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/

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In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients' needs and preferences, leveraging technology, and building connections.

Joel Harty LinkedIn: https://www.linkedin.com/in/joel-harty/ Paulina Roncevic LinkedIn: https://www.linkedin.com/in/paulina-r-94ab7142/ Jacaranda Financial Planning Website: https://www.jacarandafp.com.au/ Heffron Website: https://www.heffron.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240730

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This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of the Weel spend management platform, including its use of AI for sales team efficiency, expense management capabilities, subscription management, and the potential for AI to further enhance the platform's functionality.

Cale Bulgin LinkedIn: https://www.linkedin.com/in/cale-bulgin-082211113/ Weel Website: https://letsweel.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240726

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