Ensombl Advice Australia

In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep dive into how to create unique content that speaks directly to your ideal clients.

Financial Writers Website: https://financialwriters.com.au/ Kelly Mackay: https://www.linkedin.com/in/kellybellmanmackay/ Curiosity Corner (Visualize Habit): https://visualizehabit.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at https://netwealth.com.au/woo

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/

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

Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures and what the good practices doing around culture and reputation in the advice landscape.

Christine Bau LinkedIn: https://www.linkedin.com/in/christine-bau/ People Focused Website: http://peoplefocused.com.au/

Register for the All Licensee PD Day on May 26th at https://ensombl.com/ALPD/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about creating a business and team with a true sense of belonging, living your legacy, and how to build an attraction mechanism that is bigger than you.

Paul Dunn LinkedIn: https://www.linkedin.com/in/paulb1g1/ B1G1 Website: https://b1g1.com/

To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and REIT.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based intelliflo platform and its various tools, and how they can be used to increase the value of advice for both advisors and their clients.

intelliflo Website: https://www.intelliflo.com/au Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ Curiosity Corner (Circle): https://circle.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at https://netwealth.com.au/woo

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/

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

In this week's episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. They discuss the transition from financial planning to mortgage broking, the biggest property deal-breakers, and where the Australian property market is headed in the future.

Chris Bates Ensombl: https://app.ensombl.com/members/4043358 Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/

Craig Bigelow Ensombl: https://app.ensombl.com/members/3099296 Craig Bigelow LinkedIn: https://www.linkedin.com/in/craigbigelowrt/

Weathful Website: https://www.wealthful.com.au/

To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, the impacts it will have on the market and the opportunities that arise from these circumstances.

James Wheland LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ VFS Group Website: https://vfsgroup.com.au/ AMFEX Website: https://amfex.com/

To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

The week we cover the US MOVE index and 2-Year Bond Yield, Credit Swisse, US February CPI data, Neuren Pharmaceuticals, and Kelsian.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk's behavioural finance software and how it can be utilised to thoroughly assess your client's investment portfolios and narrow decision-making.

Oxford Risk Website: https://www.Oxford Risk.com.au/for-advisers/ Bianca Kent LinkedIn: https://www.linkedin.com/in/bianca-kent-5947043a/ Greg Davies LinkedIn: https://www.linkedin.com/in/gregbdavies/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at https://netwealth.com.au/woo

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/

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

Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey into advice, how he set up a business from scratch, and how he settled on his ideal client base.

Lucian Russ LinkedIn: https://www.linkedin.com/in/lucian-russ/ Emu Wealth Website: https://www.emuwealth.com/

To learn more about how TAL can support your business, please visit https://adviser.tal.com.au/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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