Ensombl Advice Australia Ensombl

This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.
Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/
LivePreso Website: https://www.livepreso.com/advice
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships.
Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/
Unite Wealth Website: https://unitewealth.com.au/
This episode is proudly sponsored by Challenger https://ensombl.com/go/20240613
Join the Ensombl platform:
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In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their  practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life.
Jerry Kalogeropoulos LinkedIn: https://www.linkedin.com/in/jerrykalogeropoulos/
Philip Taaffe LinkedIn: https://www.linkedin.com/in/philip-taaffe/
Aptium Website: https://www.aptium.com.au/
Monday.com Website: https://monday.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240611
Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/

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.
Join the Ensombl platform:
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Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/

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
Join the Ensombl platform:
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Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/

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
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/