822 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 #74 - Engagement Hub

    AdviceTech Podcast #74 - Engagement Hub

    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://www.linkedin.com/in/martin-morris-182a902/
    Engagement Hub Website: https://engagementhub.net/
    Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315
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    • 28 min
    #436 Baz Gardner

    #436 Baz Gardner

    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 and explore educational materials at https://ensombl.com/go/20240314
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    • 39 min
    AdviceTech Podcast #73 - Workato

    AdviceTech Podcast #73 - Workato

    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.linkedin.com/in/lmodlmayr/
    Workato Website: https://www.workato.com/
    Luke's AI Video: https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7150654578265374722
    Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
    Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240308
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    • 44 min
    #435 James Rawlings

    #435 James Rawlings

    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.com/in/james-rawlings-1281072/
    DW Private Wealth LinkedIn: https://www.dwprivatewealth.com.au/
    Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240307
    Join the Ensombl platform:
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    • 31 min
    AdviceTech Podcast #72 - Tech Stacks

    AdviceTech Podcast #72 - Tech Stacks

    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.com/in/csba-patrick-gardner/
    Collins SBA Website: https://www.collinssba.com.au/
    Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
    Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301
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    • 1 hr 21 min
    #434 James Wrigley

    #434 James Wrigley

    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.instagram.com/iamjameswrigley/
    First Financial Website: http://www.firstfinancial.com.au/
    Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240229
    Join the Ensombl platform:
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    • 30 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.

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