Ensombl Advice Australia

In this episode, Peita is joined by David Spiteri, Founder and Owner of Life Tech Assist. They talk through the features of the insurance technical support service that provides advisors with independent assistance with life insurance queries, and the tools they supply to assist clients with the claim process.

Life Tech Assist Website: https://www.lifetechassist.com.au/ David Spiteri LinkedIn: https://www.linkedin.com/in/david-spiteri-life-tech-assist/ Curiosity Corner (My Social): https://mysocial.ai/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230505

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Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying process for clients, and how the right process and compliance regime will make sure you are working to the right standard.

Tony Smilevski LinkedIn: https://www.linkedin.com/in/tonysmilevski/ Tony Insurance Website: https://tonyinsurance.com.au/

Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230504

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This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia.

Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Website: https://www.ejm.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230502

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This week we cover Australian inflation data, US company earnings season, First Republic Bank, Blackmores and Kirin, Synlait, and Coles.

This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230501

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This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood of the reporting tool, and how it can be used to access accurate and up-to-date client insurance information, creating better efficiencies for your practice.

CDM Solutions Website: https://www.cdmsolutions.com.au/ Katriel Warlow-Shill: https://www.linkedin.com/in/katriel-warlow-shill/ Curiosity Corner (My Mind): https://mymind.com Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230428

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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Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the financial planning industry, the opportunities we have for innovation, and what practices are doing with tech efficiencies and scalable advice.

Paul Barrett LinkedIn: https://www.linkedin.com/in/paulbarrett2/ AZ Next Generation Advisory Website: https://www.aznga.com/

Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230427

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Corey is the CEO at Verse Wealth. He joins Andrew to explore the motivations behind starting his own business, the organisational structure he opted for, and how it aligns with the advice delivery process he offers to his clients.

Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/ OKR Introduction: https://rework.withgoogle.com/guides/set-goals-with-okrs/steps/introduction/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230425

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This week we cover higher US jobless claims, UK Wage inflation, softening NZ inflation, the RBA review, Tesla, Star Entertainment Group, Allkem and Santos.

This market highlight is proudly brought to you by Milford: https://ensombl.com/go/20230424

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, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into the features of Feedsy, and how it can help time-poor advice businesses stay in contact with their clients with automated, relevant content.

Feedsy Website: https://www.feedsy.info/ Steve Holmes: https://www.linkedin.com/in/steverholmes/ Curiosity Corner (Blinq): https://blinq.me/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230421

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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Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice world, and the different elements of aged-care and elder advice.

Nick Donnelly LinkedIn: https://www.linkedin.com/in/nicholas-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/

Join the Schroders Investment Space within the Ensombl Community: https://ensombl.com/go/20230420

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/