Ensombl Advice Australia Ensombl

This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of the Weel spend management platform, including its use of AI for sales team efficiency, expense management capabilities, subscription management, and the potential for AI to further enhance the platform's functionality.
Cale Bulgin LinkedIn: https://www.linkedin.com/in/cale-bulgin-082211113/
Weel Website: https://letsweel.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240726
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Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca's plans to attract and develop young talent in the financial planning profession.
Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/
Rising Tide Website: https://risingtidefinancial.com.au/
Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/
Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/
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Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew discuss his career path from lawyer to financial planner, the importance of culture and ethics in the industry, the role of technology and AI in financial advice, and the need for effective dispute resolution and consumer-first practices.
Shail Singh LinkedIn: https://www.linkedin.com/in/shail-singh-8309a920/
AFCA Website: https://www.afca.org.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240723
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This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered tool that turns raw meeting transcripts into compliant file notes. They discuss the features and benefits of Claras.ai, how it can reduce administrative burdens, improve client communication, and maintain consistency in file notes.
Stuart Riddle LinkedIn: https://www.linkedin.com/in/stuartriddle/
Knkt Interactive Website: https://www.knkt.com.au/
Claras Website: https://claras.ai/
Choosing an AI File Note Platform or Tool Checklist: https://help.claras.ai/en/article/checklist-choosing-an-ai-file-note-platform-or-tool-1cmugel/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240719
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Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client's situation and providing realistic advice tailored to their needs.
Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/
Three Kings Website: https://www.threekings.com.au/
Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/
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Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry into financial planning to building a successful practice focused on client experience, global team management, and sustainable growth.
Avondale Wealth Website: https://www.avondalewealth.com.au/
Fortnum: https://fortnum.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240716
Join the Ensombl platform:
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