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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.
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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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#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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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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#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
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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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#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
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Customer Reviews
Great podcast for financial services
A fabulous lineup for those in or interested in financial services. Thanks XY fir this one!!
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 😁👌🏻
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.