Ensombl Advice Australia

In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a smooth transition of wealth from one generation to the next. Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/ Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/ Precision Financial Website: https://www.precisionfinancial.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ Our research highlights strategies you can implement now into your practice in the 'Great Wealth Transfer': https://ensombl.com/go/20240327 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/

Andrew and Jacqui Sherlock from Sherlock Wealth discuss the evolution of their family financial planning business into a holistic advisory firm focused on personalized service and community giving. They touch on technology utilization, strategic decision-making, embracing personalized service choices, cultural fit, organizational values, philanthropy, and wildlife conservation efforts. The podcast highlights the importance of continuous learning, business coaching philosophy, and building a robust business structure for client engagement and future growth.

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future. Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/ Upworth Website: https://upworth.com.au/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322 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/

Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees. Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recruitment Solutions Website: https://fsrecruitmentsolutions.com.au/ Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240321 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/

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre. Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Engagement Hub Website: https://engagementhub.net/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315 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/

Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/ Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240314 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/

This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding. Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/ Workato Website: https://www.workato.com/ Luke's AI Video: https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7150654578265374722 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240308 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/

James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing his team. James Rawlings LinkedIn: https://www.linkedin.com/in/james-rawlings-1281072/ DW Private Wealth LinkedIn: https://www.dwprivatewealth.com.au/ Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240307 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/

In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices. Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Collins SBA Website: https://www.collinssba.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301 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/

This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: http://www.firstfinancial.com.au/ Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240229 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/