Ensombl Advice Australia Ensombl

In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting.
Sandra Miller LinkedIn: https://www.linkedin.com/in/sandra-miller-58509a1/
Halstead Financial Services Website: https://halsteadfs.com.au/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised outreach and education.
Iain Jeffery LinkedIn: https://www.linkedin.com/in/iain-jeffery-43414214/
Wealthpoint Financial Planning Website: https://www.wealthpointfp.com.au/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/

In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes.
Adam French LinkedIn: https://www.linkedin.com/in/adampaulfrench/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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/

In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages.
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.
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/

In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. The discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and knowledge in the industry.
Iain Rogers LinkedIn: https://www.linkedin.com/in/iainrog/
Nestworth Website: https://nestworth.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240618
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In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to homeownership, and our experts explore these new options – the benefits and potential pitfalls, as well as access paths for investors.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/
Jessica Ellerm LinkedIn: https://www.linkedin.com/in/jessicaellerm/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240617
Learn more about HOPE Housing and explore educational material: https://ensombl.com/go/2-20240617
Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/