Ensombl Advice Australia Ensombl

In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being.
Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/
Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/
Russell Collins: https://rics.com.au/about/russell-collins/
FAAA Website: https://faaa.au/
Jim Collins Hedgehog Concept: https://www.jimcollins.com/article_topics/articles/hedgehog-concept-business-sectors.html
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240625
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In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement.
Jacqueline Barton LinkedIn: https://www.linkedin.com/in/jacqueline-barton/
Simply Advice Websites: https://advicewebsites.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240621
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Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing.
Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/
Skye Wealth Website: https://www.skye.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240620
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In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting.
Sandra Miller LinkedIn: https://www.linkedin.com/in/sandra-miller-58509a1/
Halstead Financial Services Website: https://halsteadfs.com.au/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised outreach and education.
Iain Jeffery LinkedIn: https://www.linkedin.com/in/iain-jeffery-43414214/
Wealthpoint Financial Planning Website: https://www.wealthpointfp.com.au/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/

In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes.
Adam French LinkedIn: https://www.linkedin.com/in/adampaulfrench/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
Join the Ensombl platform:
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Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/