Ensombl Advice Australia

Investment Podcast #26 - Investing Experience During Volatility


Listen Later

When the market noise is deafening, how do you help clients stay calm and focused?

In this episode, host James Whelan speaks with Bhanu Singh (DFA Australia) and David Andrew (Capital Partners) about equipping clients to ride out volatility. From using 'fire-drill conversations' to build resilience, to rebalancing discipline, anchoring back to plans, and demystifying sensationalist headlines, this episode is packed with strategies for cutting through noise, managing behaviour, and helping clients stay focused and invested in portfolios that are built to withstand uncertainty.

Bhanu Singh LinkedIn: https://www.linkedin.com/in/bhanu-singh-5b09602/ David Andrew LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners Website: https://capital-partners.com.au/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20250728/

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

...more
View all episodesView all episodes
Download on the App Store

Ensombl Advice AustraliaBy Ensombl


More shows like Ensombl Advice Australia

View all
Motley Fool Money by LiSTNR

Motley Fool Money

87 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

21 Listeners

The Money Puzzle by The Australian

The Money Puzzle

41 Listeners

Your Wealth by NAB

Your Wealth

8 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

14 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

60 Listeners

The ifa Show by Momentum Media

The ifa Show

1 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

29 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

27 Listeners

Investing Compass by Morningstar Australia

Investing Compass

27 Listeners

Retire Right by Glen James

Retire Right

26 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

10 Listeners

Chanticleer by Australian Financial Review

Chanticleer

18 Listeners

The Fin by Australian Financial Review

The Fin

19 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

10 Listeners