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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 #86 - Retrac
This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes.
Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/
Retrac Website: https://www.retrac.com.au/
Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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#448 Joe Akiki
Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale.
Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/
Akambo Financial Group Website: https://www.akambofg.com/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240606
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Engine Room Podcast #35 - Amie Baker
Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values.
Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/
Rekab Advice Website: https://rekabadvice.com.au/
Centsability Podcast: https://centsability.net.au/podcast/
FAAA Website: https://faaa.au/
The Equanimity Project: https://theequanimityproject.org/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240604
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Investment Podcast #12 - Longevity Risk
In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations.
Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240603
Our research highlights strategies you can implement now into your practice to combat longevity risk: https://ensombl.com/go/2-20240603
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AdviceTech Podcast #85 - Redefining the Delivery of Financial Planning Services Using Research
In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy.
Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/
Complete Wealth Website: https://completewealth.com.au/
Platformplus Website: https://platformplusams.com.au/
Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163
Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531
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#447 Jordan Vaka
Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience.
Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/
PlanningSolo Website: https://www.planningsolo.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530
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