Ensombl Advice Australia

Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience.

Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/ PlanningSolo Website: https://www.planningsolo.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530

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In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time.

James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://fintalkr.com/ German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd9e0c44 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth.

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Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events.

Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/ Integer Financial Group Website: https://www.integerfg.com.au/ Leveraged MD Website: https://www.leveragedmd.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240523

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This episode sees host James Whelan joined by Morningstar's Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics. Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240520

Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/2-20240520

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This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness".

Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/ Kiandra Website: https://www.kiandra.com.au/ Working Prototype Initiative: https://www.kiandra.com.au/working-prototype Notud: https://www.notud.com/financialplanners OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/

A world of engagement awaits you at Netwealth.

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Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings.

Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ Absolute Wealth Advisers Website: https://www.absolute.sydney/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516

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In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.

Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/

For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515

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In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry.

Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/ Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/

For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515

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In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach.

Devan King LinkedIn: https://www.linkedin.com/in/devan-king/ Ikigai Wealth Website: https://ikigaiwealth.com.au/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/

For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515

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In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients.

Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Retiremap Website: https://retiremap.com.au/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited.

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

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