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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Self help, Personal development and Mental health
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AKA "Ensorcelled; Or a low-key, hate-free, HP, D&D Podcast" Ensorcelled is a TTRPG podcast taking place in a world you might recognize. Experience the magic of a world that many of us imagined as a home at some point or other. However, OUR magical world is diverse, inclusive, and accepting. Transphobes and TERFS hold no sway here. Four girls of a similar age meet on a train heading toward Hogweed Academy of Spellcraft and Sorcery, where they will be thrown into everything a typical, magical ...
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Ensoul Media - Fearless, Bold, and Aligned. Ensoul Podcasts are created to house real conversations concerning black culture, the everyday-Black Girl, along with uplifting the boss in you! Podcast Line Up: The Lull/ Sunday's at 7 PM with Co-Host Vivian Page
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At Ensono Tech Corner we talk with a variety of spokespeople to get their take on current tech trends and how they effect us. Our guests challenge conventional opinions and disrupt traditional schools of thought to bring out a fresh perspective on events in modern business.
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En este espacio trataremos temas relacionados con la salud, el entrenamiento, la filosofía del movimiento, fisioterapia, etc. Todo enfocado desde un punto de vista critico, basado en la evidencia científica y la coherencia evolutiva.
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Sounds like Loco Dice, Villalobos, Deetron, tINI or Martin Buttrich. Mix, deconstruct and reconstruct the tracks to add a personal touch to his sets. Born in Barcelona (Spain), the city where he still lives and works. His interest in electronic music started in the early 80s when he discovered the Chicago’s house music. His main influences from this period were Marshall Jefersson, Micker Oliver, Tyree, Steve "Silk" Hurley, Tony Scott. Later on he get inspired by artists such as Pete Tong, Ni ...
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In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time. James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho…
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Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events. Stephen Price LinkedIn…
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This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing rang…
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AdviceTech Podcast #83 - Kiandra
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This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness". Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincoop…
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Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings. Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ Absolute Wealth Advisers Website: https://www.absolute.syd…
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In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions. Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/eli…
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In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry. Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/ Yo…
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In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach. Devan King LinkedIn: https://www.linkedin.com/in/devan-king/ Ikigai Wealth Website: http…
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In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients. Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Retiremap W…
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Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry. Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/ …
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Investment Podcast #10 - Private Credit
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With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. …
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This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience. Taylor Bindon LinkedIn:…
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Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction. Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/ Crisp Communi…
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In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing. Hari Balkrishna LinkedIn: https:/…
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Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact. Justin Medcalf LinkedIn:…
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In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while prov…
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In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris Lang, Financial Adviser and Director of Ethical Choice Investments. They talk about how impact investing has evolved from a niche concept to a more mainstream approach, how impact investing and environment investing are not one and the same, and the d…
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AdviceTech Podcast #80 - Employment Hero
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In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice thro…
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Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their inves…
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Engine Room Podcast #34 - Unpacked
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock…
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Investment Podcast #9 - Fixed Income: Innefficiencies and Duration
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In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the …
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Year 4 Episode 8: Wren's Interview
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Wren and her mother are forced to interview with the dreadful Margarita Mosquito. The girls try to have a study day, but are quickly pulled into something a little more serious (sorry Imogen). And Celeste and Myra have an important conversation.
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AdviceTech Podcast #79 - MoneyMind Profile
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This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drk…
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In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year. Joel Gleeson LinkedIn: h…
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Engine Room Podcast #33 - Thabojan Rasiah
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Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future…
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AdviceTech Podcast #78 - Content Snare
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This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools. James Rose LinkedIn: https://www…
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Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business. Tom McDonald LinkedIn: https://www.li…
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Engine Room Podcast #32 - Drew Meredith
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Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations. Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle …
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This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool,…
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Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice. Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-th…
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Engine Room Podcast #31 - Ben Calder and Ivana Sanzari
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In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community. Calder Wealth Management Website: https://www.calderwm.com.au Ben Calder LinkedIn…
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AdviceTech Podcast #76 - Softphone & Telecomms Special
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In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations. Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/ T…
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This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors. Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88…
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In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences amon…
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Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this. Lukasz de Pourbaix LinkedIn: https:…
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In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawy…
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In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a…
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Engine Room Podcast #30 - Andrew and Jacqui Sherlock
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In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their co…
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This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future. Alex Chavotier LinkedIn: https://www.linke…
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Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees. Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recruitment Solutions Website: https://fsrecruitmentsolutions.…
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AdviceTech Podcast #74 - Engagement Hub
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In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre. Martin Morris LinkedIn: https://w…
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Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/ Learn more about Macquarie ETFs a…
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This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding. Luke Modlmayr LinkedIn: https://www.link…
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James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing his team. James Rawlings LinkedIn: https://www.linkedin.…
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ENSOPODCAST Episodio #18 | Oriol Roda, dieta keto
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En este episodio hablamos con Oriol Roda, doctor en biología molecular y MBA, sobre su nuevo libro: Salud Keto.Espera aprender cómo aplicar la dieta cetogénica a personas embarazadas, a deportistas de alto rendimiento, cómo modificarla para deportistas de fuerza o resistencia, si puede ser usada para el tratamiento de enfermedades neurodegenerativa…
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AdviceTech Podcast #72 - Tech Stacks
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In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices. Patrick Gardner LinkedIn: https://www.linkedin…
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This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www…
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AdviceTech Podcast #71 - Capital Preferences
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This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists. Peita and the guy…
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Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions. Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/ FinConnect Advisory Group Website: https://www…
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AdviceTech Podcast #70 - SuitabilityHub
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This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences. Suitability Hub Website: https://www.suitabilityhub.com/ Rece…
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