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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.
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AdviceTech Podcast #79 - MoneyMind Profile
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
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#441 Joel Gleeson and Paul Cupic
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
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Engine Room Podcast #33 - Thabojan Rasiah
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
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AdviceTech Podcast #78 - Content Snare
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
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business.
Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/
Cardena Website: https://www.cardena.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240411
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Engine Room Podcast #32 - Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations.
Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
Wattle Partners Website: https://www.wattlepartners.com.au/
Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly
Australian Investors Podcast: https://podcasts.apple.com/us/podcast/australian-investors-podcast/id1414707038
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240409
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