Ensombl Advice Australia

This week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, what the learning path was, and how they can help advisors give their clients easier access to advice.

Scientiam Website: https://scientiam.com.au/ Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Curiosity Corner (EarlyBird): https://earlybird.im/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230714

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Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely.

Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/ Verse Wealth Website: https://www.versewealth.com.au/ FAAA Website: https://faaa.au/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230713

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In this week's episode, Andrew is joined by Ben Donald and Sian Shaw from Austbrokers Life. They deep dive into the key efficiency in the business, how they've structured their practice, and how they grow and strengthen their team.

Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/ Sian Shaw LinkedIn: https://www.linkedin.com/in/sian-shaw-44358143/ Austbrokers Life Website: https://www.austbrokerslife.com.au/ Lifebid Website: https://lifebid.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230711

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This week we cover RBA rates, US employment data, the ASX200, M&A activity, JLG, Suncorp, and Redox.

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 chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world of advicetech when it comes to the client value proposition.

Netwealth Website: https://www.netwealth.com.au/web/advisers/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230707

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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Ben is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working on a thesis that looks at the barriers to accessing financial advice. Ben and James discuss the findings of his research, and why advisors should be moving towards a model of self-development.

Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Neilson & Co Wealth Website: https://www.neilsonwealth.com.au/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230706

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In this installment of the Engine Room Unpacked, Andrew and Dean revisit the next handful of episodes and highlight the standout elements that impressed them the most.

Pride Advice Website: https://prideadvice.com.au/ BBFP Website: https://www.bbfp.com.au/ Echelon Front Website: https://echelonfront.com/ Yarra Lane Website: https://www.yarralanegroup.com.au/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ WealthShore Website: https://www.wealthshore.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230704

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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This week we cover Australian CPI data and retail sales, Collins Foods, Harvey Norman, Wallgreens, and Nike.

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.

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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In this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss the tools and resources that Aged Care Steps provides to advisors, and how they can be utilised to build stronger relationships with clients who are transistioning to the next stage of life.

Aged Care Steps Website: www.agedcaresteps.com.au Louise Biti LinkedIn: https://www.linkedin.com/in/louise-biti-a662607/ Curiosity Corner (Rows): https://rows.com/ai Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230630

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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Bruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to communicate better with your audience, and the difference between advice reputation and advisor reputation.

Bruce Madden LinkedIn: https://www.linkedin.com/in/bruce-madden/ Madden & Assoc. Website: https://madden.com.au/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230629

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/