Ensombl Advice Australia

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.

Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Engagement Hub Website: https://engagementhub.net/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315

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Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor.

Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/

Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240314

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This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding.

Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/ Workato Website: https://www.workato.com/ Luke's AI Video: https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7150654578265374722 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240308

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James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing his team.

James Rawlings LinkedIn: https://www.linkedin.com/in/james-rawlings-1281072/ DW Private Wealth LinkedIn: https://www.dwprivatewealth.com.au/

Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240307

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In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices.

Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Collins SBA Website: https://www.collinssba.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301

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This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries.

James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: http://www.firstfinancial.com.au/

Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240229

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This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists.

Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors.

To access Capital Preferences research, check out their risk profiler and get your first month free, click here: https://hubs.la/Q02lRQmC0

Capital Preferences Website: https://capitalpreferences.com.au/ Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/ Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/ Curiosity Corner (Snappy Kraken): https://snappykraken.com/state-of-digital?utm_source=website&utm_medium=homepage Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Send Peita a voice message here: https://www.speakpipe.com/PeitaD

"Not So Odd Couples" Study: https://capitalpreferences.com/not-so-odd-couples-crafting-an-equitable-advice-experience-for-modern-couples

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240223

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Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions.

Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/ FinConnect Advisory Group Website: https://www.finconnectadvisorygroup.com.au/

Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20230222

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This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences.

Suitability Hub Website: https://www.suitabilityhub.com/ Recep Peker LinkedIn: https://www.linkedin.com/in/recep-peker/ Curiosity Corner (Gummy Search): https://gummysearch.com/product/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Send Peita a message here: https://www.speakpipe.com/PeitaD

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240216

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Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation.

Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/

For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240215

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