Ensombl Advice Australia

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

Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock Wealth Website: https://sherlockwealth.com/ Peloton Partners: https://www.pelotonpartners.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240423

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In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar's Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Richard Rauch LinkedIn: https://www.linkedin.com/in/richard-rauch-cfa-a8991020/ Brandywine Global Website: https://brandywineglobal.com/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240422

Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20240422

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This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.

Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ MoneyMind Profile Website: https://www.moneymindprofile.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419

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In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.

Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/ First Financial Website: https://firstfinancial.com.au/

Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418

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Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future of the industry.

Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/ Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/ Finito Website: https://www.finito.com.au/ EOS Worldwide Website: https://www.eosworldwide.com/ Rocket Fuel by Gino Wickman and Mark C. Winters: https://rocketfueluniversity.com/rocket-fuel-book/ Infinite Game by Simon Sinek: https://simonsinek.com/books/the-infinite-game/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240416

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This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools.

James Rose LinkedIn: https://www.linkedin.com/in/jamesrose0/ Content Snare Website: https://contentsnare.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited

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Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business.

Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/ Cardena Website: https://www.cardena.com.au/

Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240411

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Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations.

Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/ Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly Australian Investors Podcast: https://podcasts.apple.com/us/podcast/australian-investors-podcast/id1414707038

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240409

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This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features.

Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/ FinMate AI Website: https://www.finmate.ai/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited

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Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice.

Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-the-wealth-mentor/ The Wealth Mentor Website: https://www.wealth-mentor.com.au/ Aureus Financial Website: https://www.aureusfinancial.com.au/

For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240404

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