Ensombl Advice Australia

In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva's design tools and templates to empower your business.

Canva Website: https://www.canva.com/ Donna Moritz LinkedIn: https://www.linkedin.com/in/donnamoritz/ Socially Sorted Website: https://www.sociallysorted.com.au/ Curiosity Corner (Dynamic QR Codes/Hovercode): https://hovercode.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230907

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Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor.

Maks Mashkivskyy LinkedIn: https://www.linkedin.com/in/maks-mashkivskyy-281937108/ CBD Advisory Website: https://www.cbdadvisory.com.au/

To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230907

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In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice.

Pat Flynn's Website: https://patrickflynn.info/ Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230901

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Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use.

Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/ Grimsey Wealth Website: https://www.grimsey.com.au/

To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230831

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This week we cover the Jackson Hole Economic Symposium, Global PMI data, Australian and New Zealand reporting season, Iress, IDP Education, Coles, EBOS, Auckland Airport, and Precinct properties.

This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.

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This week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year.

Asendium Website: https://www.asendium.com/ Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/ Original Asendium episode: https://ensombl.com/podcasts/advicetech24/ Curiosity Corner (Career Roast): https://6figr.com/career-roast Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230825

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Michael is a Business Coach and the Founder of Human to Human. He talks to James about how he got into the advice industry, how the engagement process works with clients, what makes for a good development plan, and how to bring more structure to your business.

Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/ Human to Human Website: https://humantohuman.com.au/ Realise Program: https://humantohuman.com.au/realise/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230824

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In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success.

Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ Mason Stevens Website: https://masonstevens.com.au/

Andrew Height LinkedIn: https://www.linkedin.com/in/andrew-height-816ab62b/ Height Capital Website: https://heightcapital.com.au/

To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/

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Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process.

Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/ Moran Partners Website: https://www.moranfp.com.au/

To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/

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Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey.

Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645 Allied Wealth Website: https://www.alliedwealth.com.au/

To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/

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

General Disclaimer – https://www.ensombl.com/disclaimer/