Podcast Enso terbaik (2024)

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AdviceTech Podcast #99 - Annature 24:09

1d ago24:09

24:09

This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature works as an Australian eSigning and identity verification solution, as well as their customer-focused approach, transparent pricing model, seamless integrations, and commitment to cyber security. Daniel Edridge LinkedIn: https://www.linke…

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#460 Tim Townsend 30:02

2d ago30:02

30:02

Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and evolved, their growth strategy, client service model, use of technology and AI, investment approach, and the lessons Tim's learned over 11 years of running the practice. Tim Townsend LinkedIn: https://www.linkedin.com/in/tim-townsend-311…

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Investment Philosophies in Action #1 42:41

3d ago42:41

42:41

In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisors, and the value of leveraging AI tools to create educational…

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Investment Philosophies in Action #2 1:00:51

3d ago1:00:51

1:00:51

In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss how he implemented an investment philosophy and managed account solution for his wealth management practice over an 18-month period, involving his team, clients, and external investment professionals. Michael Bova LinkedIn: http…

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Investment Philosophies in Action #3 41:19

3d ago41:19

41:19

In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisors, support staff, client relationships, and external stakeholders. L…

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Engine Room Podcast #48 - Unpacking Entireti 1:20:52

4d ago1:20:52

1:20:52

In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. They revisit four recent episodes and discuss the key elements that impressed them the most. Matt Brown LinkedIn: https://au.linkedin.com/in/matt-brown-84177b63 Neil Younger LinkedIn: https://au.linkedin.com/in/neilyounger Entireti Website: https://en…

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AdviceTech Podcast #98 - Plutosoft Update 27:42

9d ago27:42

27:42

In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft and how it's grown, their focus on onboarding and change management, robust cyber security measures, new functionality, and client success stories. Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ Plutosoft Webs…

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#459 Andrew Inwood 31:39

9d ago31:39

31:39

Andrew is the Founder at CoreData Group. He and James discuss CoreData's research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia. Andrew Inwood LinkedIn: htt…

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Engine Room Podcast #47 - David Gibson 1:12:27

11d ago1:12:27

1:12:27

In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David's career journey from banking to financial planning, the growth and evolution of his firm, its approach to business succession and ownership structure, and the challenges and opportunities currently facing the financial planning …

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Investment Podcast #15 - Investing in AI 36:02

12d ago36:02

36:02

Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? In this episode,…

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AdviceTech Podcast #97 - AstuteWheel 25:08

15d ago25:08

25:08

In this week's episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives an update on AstuteWheel, how it can be used to enhance client engagement and streamline processes, and the continued improvements and updates they're consistently making. AstuteWheel Website: https://www.astutewheel.com.au/ Hans Egger Lin…

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#458 Jayde Jenkins 31:34

16d ago31:34

31:34

Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and dev…

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Enhancing Your Technology, Business & Client Experience #1 46:03

17d ago46:03

46:03

In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging te…

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Enhancing Your Technology, Business & Client Experience #2 54:52

17d ago54:52

54:52

In this episode, Jackie Clark and Sue Viscovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability. Jackie Clark LinkedIn: https://www…

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Enhancing Your Technology, Business & Client Experience #3 47:04

17d ago47:04

47:04

In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethica…

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Enhancing Your Technology, Business & Client Experience #4 38:09

17d ago38:09

38:09

In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations. Peter W…

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Engine Room Podcast #46 - Unpacked 52:15

18d ago52:15

52:15

In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the key elements that impressed them the most. Sue Viscovic LinkedIn: https://www.linkedin.com/in/sueviskovic/ Elixir Consulting Website: https://elixirconsulting.com.au/ Advice Operations Research Report (2024): https://vbp.ac-page.com/advice-oper…

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AdviceTech Podcast #96 - Elemnta 33:11

22d ago33:11

33:11

This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta's mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisors and product manufacturers. Ele…

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#457 Matt Lancashire 29:40

23d ago29:40

29:40

Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business. Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlan…

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Engine Room Podcast #45 - Matt Fenning 1:06:05

25d ago1:06:05

1:06:05

Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build Esencia through merging four firms, his focus on developing talent and client relationships, and his vision for the future of the Australian advice industry. Matt Fenning LinkedIn: https://www.linkedin.com/in/matthewfenning/ Esencia Wealth Website: https://esenc…

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Investment Podcast #14 - Emerging Markets 50:03

26d ago50:03

50:03

In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech w…

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AdviceTech Podcast #95 - CRM Special 38:07

29d ago38:07

38:07

In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively. Alex Walker LinkedIn…

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#456 Paul Benson 37:33

1M ago37:33

37:33

Paul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast "Financial Autonomy", the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model. Paul Benson Linke…

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Engine Room Podcast #44 - Jake Reus 1:14:53

1M ago1:14:53

1:14:53

Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the history and evolution of his multi-disciplinary practice, the importance of creating a positive work environment, fostering a sense of family within the team, and teaching good habits to the next generation. They also explore the potential of new technologies, …

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AdviceTech Podcast #94 - PortalStack 46:09

1M ago46:09

46:09

In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools. Nga Nguyen LinkedIn…

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#455 Deline Jacovides 33:11

1M ago33:11

33:11

Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client waitlists, leveraging technology and outsourcing to improve efficiency, and the benefits of running her own business compared to being an employee. Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/ Mazi Wealth W…

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Engine Room Podcast #43 - Joel Harty and Paulina Roncevic 1:01:42

1M ago1:01:42

1:01:42

In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients' needs and preferences, leveraging technolo…

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El Arte de Superar el Miedo en la Escalada Deportiva 11:36

1M ago11:36

11:36

¿Te sientes paralizado por el miedo cuando estás escalando? ¡No estás solo! En este video, exploraremos El Arte de Superar el Miedo en la Escalada Deportiva mediante una aproximación progresiva y medible. Basándonos en los principios de la psicología comportamental, te mostraré cómo la exposición voluntaria, gradual y progresiva puede ayudarte a en…

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AdviceTech Podcast #93 - Weel 28:28

1M ago28:28

28:28

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: http…

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#454 Rebecca Pritchard 41:28

1M ago41:28

41:28

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 Pritch…

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Engine Room Podcast #42 - Shail Singh 55:57

2M ago55:57

55:57

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 pra…

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AdviceTech Podcast #92 - Claras.ai 32:36

2M ago32:36

32:36

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 note…

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#453 Ryan King 38:13

2M ago38:13

38:13

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 situat…

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Engine Room Podcast #41 - Mark Chan 53:45

2M ago53:45

53:45

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 …

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AdviceTech Podcast #91 - Scale Up Paraplanning 36:16

2M ago36:16

36:16

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino"…

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Engine Room Podcast #40 - Luke Roberts 1:00:53

2M ago1:00:53

1:00:53

Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression. Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/ UNICA Wealth Website: https://unic…

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AdviceTech Podcast #90 - Bonjoro 44:04

2M ago44:04

44:04

This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs. Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/ Bonjoro Website: https://www.bonjoro.com/ Patrick Ga…

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#452 Rachael Holder 32:12

2M ago32:12

32:12

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 clien…

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Engine Room Podcast #39 - Jonathan Elliot 1:22:23

2M ago1:22:23

1:22:23

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 SB…

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AdviceTech Podcast #89 - Finura Group 39:10

2M ago39:10

39:10

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 Websit…

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#451 Laura Kelly 33:09

2M ago33:09

33:09

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:…

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Engine Room Podcast #38 - Sam Perera 58:55

2M ago58:55

58:55

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.link…

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AdviceTech Podcast #88 - Simply Advice Websites 42:46

3M ago42:46

42:46

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: …

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#450 Phil Thompson 28:44

3M ago28:44

28:44

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 an…

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Addressing Client Affordability Concerns in Insurance #1 44:14

3M ago44:14

44:14

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 proa…

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Addressing Client Affordability Concerns in Insurance #2 47:12

3M ago47:12

47:12

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 o…

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Addressing Client Affordability Concerns in Insurance #3 36:01

3M ago36:01

36:01

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-o…

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Addressing Client Affordability Concerns in Insurance #4 37:36

3M ago37:36

37:36

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. D…

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Engine Room Podcast #37 - Iain Rogers 1:04:54

3M ago1:04:54

1:04:54

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…

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Investment Podcast #13 - Residential Real Estate 37:21

3M ago37:21

37:21

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 pa…

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