Episodes
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Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.
Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/
Tribeca Financial Website: https://www.tribecafinancial.com.au/Register for the All Licensee PD Day on November 26th at ensombl.com/ALPD
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Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.
Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/
Collins SBA Website: https://www.collinssba.com.au/
PRISM: https://public.prismbrainmapping.com/
Peloton Partners: https://www.pelotonpartners.com.au/
Workato: https://www.workato.com/Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240702
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Missing episodes?
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In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features.
Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/
Finura Group Website: https://finuragroup.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240628
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Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency.
Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/
Securinvest Financial Group Website: https://sifs.com.au/This episode is proudly sponsored by Challenger https://ensombl.com/go/20240627
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In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being.
Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/
Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/
Russell Collins: https://rics.com.au/about/russell-collins/
FAAA Website: https://faaa.au/
Jim Collins Hedgehog Concept: https://www.jimcollins.com/article_topics/articles/hedgehog-concept-business-sectors.htmlVisit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240625
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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
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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
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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.
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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.
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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.
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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.
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In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and knowledge in the industry.
Iain Rogers LinkedIn: https://www.linkedin.com/in/iainrog/
Nestworth Website: https://nestworth.com.au/Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240618
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In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to homeownership, and our experts explore these new options – the benefits and potential pitfalls, as well as access paths for investors.
Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/
Jessica Ellerm LinkedIn: https://www.linkedin.com/in/jessicaellerm/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240617
Learn more about HOPE Housing and explore educational material: https://ensombl.com/go/2-20240617
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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
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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
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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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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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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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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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