Ensombl Advice Australia Ensombl

This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience.
Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/
MOAS Website: https://moasapp.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/20240503
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Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction.
Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/
Crisp Communications Co Website: https://crispcomms.co
Creativity: Uncovered podcast: https://crispcomms.co/creativity-uncovered 
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240502
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In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing.
Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
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Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact.
Justin Medcalf LinkedIn: https://www.linkedin.com/in/justinmedcalf/
Ethinvest Website: https://www.ethinvest.com.au/justinmedcalf
Tim Fitzpatrick LinkedIn: https://www.linkedin.com/in/tim-fitzpatrick-50ab6b25/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
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In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers.
James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/
JustInvest Financial Planning Website: https://www.justinvest.net.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
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In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris Lang, Financial Adviser and Director of Ethical Choice Investments. They talk about how impact investing has evolved from a niche concept to a more mainstream approach, how impact investing and environment investing are not one and the same, and the different areas clients can have a positive impact on.
Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/
Chris Lang LinkedIn: https://www.linkedin.com/in/chrisblang/
Ethical Choice Investments Website: https://www.ethicalchoice.com.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501
Join the Ensombl platform:
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Google Play: http://www.ensombl.com/google
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General Disclaimer – https://www.ensombl.com/disclaimer/