Ensombl Advice Australia Ensombl

This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240520
Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/2-20240520
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This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness".
Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/
Kiandra Website: https://www.kiandra.com.au/
Working Prototype Initiative: https://www.kiandra.com.au/working-prototype
Notud: https://www.notud.com/financialplanners
OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/
A world of engagement awaits you at Netwealth. 
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Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings.
Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/
Absolute Wealth Advisers Website: https://www.absolute.sydney/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516
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In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.
Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry.
Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/
Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
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In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach.
Devan King LinkedIn: https://www.linkedin.com/in/devan-king/
Ikigai Wealth Website: https://ikigaiwealth.com.au/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515
Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/