886 episodes

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 financial adviser.

Ensombl Advice Australia Ensombl

    • News
    • 4.5 • 62 Ratings

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 financial adviser.

    AdviceTech Podcast #91 - Scale Up Paraplanning

    AdviceTech Podcast #91 - Scale Up Paraplanning

    This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino".
    Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/
    Scale Up Paraplanning Website: https://scaleupparaplanning.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/20240712
    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/

    • 36 min
    Engine Room Podcast #40 - Luke Roberts

    Engine Room Podcast #40 - Luke Roberts

    Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression.
    Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/
    UNICA Wealth Website: https://unicawealth.com.au/
    Filenote.ai Website: https://www.filenote.ai/
    Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709
    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/

    • 1 hr
    AdviceTech Podcast #90 - Bonjoro

    AdviceTech Podcast #90 - Bonjoro

    This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs.
    Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/
    Bonjoro Website: https://www.bonjoro.com/
    Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
    A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240705
    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/

    • 44 min
    #452 Rachael Holder

    #452 Rachael Holder

    Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.
    Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/
    Tribeca Financial Website: https://www.tribecafinancial.com.au/
    Register for the All Licensee PD Day on November 26th at ensombl.com/ALPD
    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/

    • 32 min
    Engine Room Podcast #39 - Jonathan Elliot

    Engine Room Podcast #39 - Jonathan Elliot

    Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.
    Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/
    Collins SBA Website: https://www.collinssba.com.au/
    PRISM: https://public.prismbrainmapping.com/
    Peloton Partners: https://www.pelotonpartners.com.au/
    Workato: https://www.workato.com/
    Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240702
    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/

    • 1 hr 22 min
    AdviceTech Podcast #89 - Finura Group

    AdviceTech Podcast #89 - Finura Group

    In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features.
    Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/
    Finura Group Website: https://finuragroup.com/
    Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
    A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240628
    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/

    • 39 min

Customer Reviews

4.5 out of 5
62 Ratings

62 Ratings

MandyMoo73 ,

Great podcast for financial services

A fabulous lineup for those in or interested in financial services. Thanks XY fir this one!!

Freddy Jaco ,

Great line up of guests

The who’s who of the industry are on this podcast. Thanks team for putting such a great line up together 😁👌🏻

MarcusAustralia ,

Great Aussie FP Podcast

Loved the Jim Stackpool interview. Prefer your interviews that are 1 on 1. Rather then two XY Adviser speakers and one guest. Product and Advice are two seperate areas so let’s keep driving the conversation to Aussie families and regulators and make FP a profession.

Top Podcasts In News

The Rest Is Politics
Goalhanger Podcasts
The Rest Is Politics: US
Goalhanger
Full Story
The Guardian
ABC News Daily
ABC
The Daily
The New York Times
Pod Save America
Crooked Media

You Might Also Like

The ifa Show
Momentum Media
The Rules of Investing
Livewire Markets
The Money Puzzle, with James Kirby
The Australian
How I Made It
The Australian Financial Review
Equity Mates Investing Podcast
Equity Mates Media
The Fin
Australian Financial Review