Ensombl Advice Australia

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Ensombl Advice Australia

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.

  1. Engine Room Podcast #55 - Charlie Viola

    1 DAY AGO

    Engine Room Podcast #55 - Charlie Viola

    Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity. Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241112 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/

    1h 12m
  2. AdviceTech Podcast #108 - Qwilr

    5 DAYS AGO

    AdviceTech Podcast #108 - Qwilr

    In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process. Jess Tassell LinkedIn: https://www.linkedin.com/in/jesstassell/ Qwilr Website: https://qwilr.com/ Speed Dating Campaign: https://youtu.be/rGE6VLqiY3E?si=JxMoJYKFwhvAs5yH Qwilr Reimagined SOA Template: https://qwilr.com/advicetech Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241108 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/

    34 min
  3. #469 Adam Crabbe

    6 DAYS AGO

    #469 Adam Crabbe

    Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ "Cost of Care" Report: https://advisers.zurich.com.au/resources/thought-leadership/cost-of-care.html For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241107 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/

    40 min
  4. Engine Room Podcast #54 - Angus Stevenson

    4 NOV

    Engine Room Podcast #54 - Angus Stevenson

    Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella Wealth Website: https://terrabellawealth.com.au/ Mating in Captivity: https://www.amazon.com.au/Mating-Captivity-Esther-Perel/dp/0060753641 Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241105 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/

    1h 5m
  5. Investment Podcast #19 - Market Outlook

    4 NOV

    Investment Podcast #19 - Market Outlook

    Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East conflict, Chinese policy stimulus and global interest rate cuts, to make sense of conflicting signals and set the scene for the year ahead. With no end to market volatility in sight, our experts offer insights to help advisors position client portfolios for what could lie ahead. James Waterworth LinkedIn: https://www.linkedin.com/in/jameswaterworth/ Thomas Taw LinkedIn: https://www.linkedin.com/in/thomas-taw-15955a45/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241104 For more information about BlackRock and our products, head to https://ensombl.com/go/2-20241104 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/ Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 21 October 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to the product’s latest product disclosure statement (PDS), target market determination (TMD) and BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.

    34 min
  6. AdviceTech Podcast #107 - Otto Finance

    31 OCT

    AdviceTech Podcast #107 - Otto Finance

    This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience. Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney/ Otto Finance Website: https://ottofinance.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241101 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
  7. #468 Fran Hughes

    30 OCT

    #468 Fran Hughes

    Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives. Fran Hughes LinkedIn: https://www.linkedin.com/in/franhughesfinancialadvisor/ Fran Hughes Website: https://franhughesfp.com/ Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241031 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/

    30 min
  8. Engine Room Podcast #53 - Daniel Harris

    28 OCT

    Engine Room Podcast #53 - Daniel Harris

    In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth. Daniel Harris LinkedIn: https://www.linkedin.com/in/daniel-harris-05a018aa/ Grimsey Wealth Website: https://grimsey.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241029 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/

    1h 8m
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About

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.

Information

  • Creator
    Ensombl
  • Years Active
    2017 - 2024
  • Episodes
    960
  • Rating
    Clean
  • Copyright
    © Copyright Ensombl
  • Show Website
    Ensombl Advice Australia

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