Episoder
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This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors.
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/
Nathan Fradley Website: https://www.nathanfradley.com.auFor more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240328
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In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences among younger generations.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/
Harry Mantzouratos LinkedIn: https://www.linkedin.com/in/harry-mantzouratos-8670781/
Much More Than Money Website: https://muchmorethanmoney.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
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Mangler du episoder?
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Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this.
Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/
Robert Daniele LinkedIn: https://www.linkedin.com/in/robert-daniele/
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
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In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawyers to effectively educate families and mediate complex issues throughout the process.
Simon Glazier LinkedIn: https://www.linkedin.com/in/simon-glazier-cima%C2%AE-a6729230/
Tanya Carlson LinkedIn: https://www.linkedin.com/in/tanya-carlson-5b42631a/
Amplify Wealth Website: https://www.amplifywealth.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
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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
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In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.
Andrew Sherlock LinkedIn: https://www.linkedin.com/in/andrew-sherlock-adviser/
Jacqui Sherlock LinkedIn: https://www.linkedin.com/in/jacqui-sherlock/
Sherlock Wealth Website: https://sherlockwealth.com/
Slipstream Group: https://slipstreamgroup.com.au/
Jenny Pearse: https://www.linkedin.com/in/jennypearse/
Peloton Partners: https://www.pelotonpartners.com.au/
Lavista: https://www.lavista.com.au/
Vivere Group: https://viveregroup.com.au/
Mastering the Rockerfeller Habits: https://scalingup.com/book-mrh/Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240326
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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
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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
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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
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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
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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
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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
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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
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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
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This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists.
Peita and the guys also talk about research – the Capital Preferences research team has released several fascinating studies on equitable advice, sustainable investing and retirement income preferences of Australian investors.
To access Capital Preferences research, check out their risk profiler and get your first month free, click here: https://hubs.la/Q02lRQmC0
Capital Preferences Website: https://capitalpreferences.com.au/
Bernard Del Rey LinkedIn: https://www.linkedin.com/in/bernard-del-rey-36b40212/
Pat Spenner LinkedIn: https://www.linkedin.com/in/patrickspenner/
Curiosity Corner (Snappy Kraken): https://snappykraken.com/state-of-digital?utm_source=website&utm_medium=homepage
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/
Send Peita a voice message here: https://www.speakpipe.com/PeitaD"Not So Odd Couples" Study: https://capitalpreferences.com/not-so-odd-couples-crafting-an-equitable-advice-experience-for-modern-couples
A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240223
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Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions.
Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/
FinConnect Advisory Group Website: https://www.finconnectadvisorygroup.com.au/Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20230222
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This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences.
Suitability Hub Website: https://www.suitabilityhub.com/
Recep Peker LinkedIn: https://www.linkedin.com/in/recep-peker/
Curiosity Corner (Gummy Search): https://gummysearch.com/product/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Send Peita a message here: https://www.speakpipe.com/PeitaDA world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240216
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Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation.
Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/
Stellar Wealth Website: https://stellarwealth.com.au/For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240215
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In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Fox and Hare Website: https://foxandharewealth.com/
Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/
Kofkin Bond Website: https://www.kofkinbond.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research.
Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell
Cooee Wealth Partners Website: https://www.cooeewealth.com.au/
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Jamie Ardern LinkedIn: https://www.linkedin.com/in/jamie-ardern-18076390/
Kofkin Bond Website: https://www.kofkinbond.com.au/
Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/Complete advice: financial planning software and investment platform all in one place https://ensombl.com/go/20240214
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