AdviceTech Podcast #83 - Kiandra
XY Adviser
by Ensombl
1d ago
This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness". Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/ Kiandra Website: https://www.kiandra.com.au/ Working Prototype Initiative: https://www.kiandra.com.au/working-prototype Notud: https://www.notud.com/financialplanners OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/ A world of engageme ..read more
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#445 Anthony McInnes
XY Adviser
by Ensombl
1d ago
Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings. Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516 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 ..read more
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The Growth Formula #1
XY Adviser
by Ensombl
4d ago
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions. Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515 Join the Ensomb ..read more
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The Growth Formula #2
XY Adviser
by Ensombl
4d ago
In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry. Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/ Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ For more information on practice management, please reach out to your BlackRock Relationship Manager or visi ..read more
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The Growth Formula #3
XY Adviser
by Ensombl
4d ago
In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach. Devan King LinkedIn: https://www.linkedin.com/in/devan-king/ Ikigai Wealth Website: https://ikigaiwealth.com.au/ Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515 Join the Ensombl ..read more
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AdviceTech Podcast #82 - RetireMap
XY Adviser
by Ensombl
1w ago
In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients. Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Retiremap Website: https://retiremap.com.au/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth Investments Limited. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Googl ..read more
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#444 Stefan Angelini
XY Adviser
by Ensombl
1w ago
Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry. Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/ Angel Advisory Website: https://www.angeladvisory.com.au/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google De ..read more
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Investment Podcast #10 - Private Credit
XY Adviser
by Ensombl
1w ago
With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuat ..read more
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AdviceTech Podcast #81 - MOAS
XY Adviser
by Ensombl
2w ago
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience. Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/ MOAS Website: https://moasapp.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240 ..read more
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#443 Abigail Gatling
XY Adviser
by Ensombl
2w ago
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction. Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/ Crisp Communications Co Website: https://crispcomms.co Creativity: Uncovered podcast: https://crispcomms.co/creativity-uncovered  This episode is proudly sponsored by Challenger https://ensombl.com/go/20240502 Join the Ensombl platform: App Store: http://www ..read more
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