878 episodes

Professional network for financial advisers https://ensombl.com/

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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Professional network for financial advisers https://ensombl.com/

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.

    AdviceTech Podcast #88 - Simply Advice Websites

    AdviceTech Podcast #88 - Simply Advice Websites

    In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement.
    Jacqueline Barton LinkedIn: https://www.linkedin.com/in/jacqueline-barton/
    Simply Advice Websites: https://advicewebsites.com.au/
    Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
    A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240621
    Join the Ensombl platform:
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    • 42 min
    #450 Phil Thompson

    #450 Phil Thompson

    Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing.
    Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/
    Skye Wealth Website: https://www.skye.com.au/
    This episode is proudly sponsored by Challenger https://ensombl.com/go/20240620
    Join the Ensombl platform:
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    • 28 min
    Addressing Client Affordability Concerns in Insurance #1

    Addressing Client Affordability Concerns in Insurance #1

    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.
    Join the Ensombl platform:
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    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 44 min
    Addressing Client Affordability Concerns in Insurance #2

    Addressing Client Affordability Concerns in Insurance #2

    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:
    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/

    • 47 min
    Addressing Client Affordability Concerns in Insurance #3

    Addressing Client Affordability Concerns in Insurance #3

    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:
    App Store: http://www.ensombl.com/apple
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    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 36 min
    Addressing Client Affordability Concerns in Insurance #4

    Addressing Client Affordability Concerns in Insurance #4

    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
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    Desktop: https://www.ensombl.com/
    General Disclaimer – https://www.ensombl.com/disclaimer/

    • 37 min

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