Ensombl Advice Australia Ensombl

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 Wealth Website: https://sherlockwealth.com/
Peloton Partners: https://www.pelotonpartners.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240423
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General Disclaimer – https://www.ensombl.com/disclaimer/

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 best opportunities right now, while also examining the concept of duration, especially how it varies between markets, and how duration is used to manage risk. As always, the practical implications for advisors and their clients are discussed.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Richard Rauch LinkedIn: https://www.linkedin.com/in/richard-rauch-cfa-a8991020/
Brandywine Global Website: https://brandywineglobal.com/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240422
Learn more about Franklin Templeton by visiting our website or connecting with our team: https://ensombl.com/go/2-20240422
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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/drkatherinehunt/
MoneyMind Profile Website: https://www.moneymindprofile.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419
Join the Ensombl platform:
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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: https://www.linkedin.com/in/joel-gleeson-795436114/
Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/
First Financial Website: https://firstfinancial.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418
Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/

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 of the industry.
Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/
Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/
Finito Website: https://www.finito.com.au/
EOS Worldwide Website: https://www.eosworldwide.com/
Rocket Fuel by Gino Wickman and Mark C. Winters: https://rocketfueluniversity.com/rocket-fuel-book/
Infinite Game by Simon Sinek: https://simonsinek.com/books/the-infinite-game/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240416
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/

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.linkedin.com/in/jamesrose0/
Content Snare Website: https://contentsnare.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited
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/