Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future of the industry. Thabojan Rasiah LinkedIn: https://www.linkedin.com/in/thabojanrasiah/ Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/ Finito Website: https://www.finito.com.au/ EOS Worldwide Website: https://www.eosworld ..read more

Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business. Tom McDonald LinkedIn: https://www.linkedin.com/in/tom-mcdonald-a818917a/ Cardena Website: https://www.cardena.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240411 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.e ..read more

Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Water Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations. Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle Partners Website: https://www.wattlepartners.com.au/ Books by Austin Donnelly: https://www.goodreads.com/author/list/5196384.Austin_Donnelly Australian Investors Podcast: https://podcasts.apple.com/us/podcast/australian-investors-podcast/id1414707038 ..read more

This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool, and the future of FinMate AI, including integrations and behavioral finance features. Daniel Yoo LinkedIn: https://www.linkedin.com/in/smyoo/ FinMate AI Website: https://www.finmate.ai/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-pat ..read more

Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice. Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-the-wealth-mentor/ The Wealth Mentor Website: https://www.wealth-mentor.com.au/ Aureus Financial Website: https://www.aureusfinancial.com.au/ For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240404 Join the E ..read more

In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community. Calder Wealth Management Website: https://www.calderwm.com.au Ben Calder LinkedIn: https://www.linkedin.com/in/benicalder/ Ivana Sanzari LinkedIn: https://www.linkedin.com/in/ivana-sanzari-abb03033/ Herbers Diamond Structure: https://www.herbersandcompany.com/diamond-teams Visit The Adviser Portal and partner with Zurich and OneP ..read more

In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations. Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/ Tele-Sense Website: https://www.tele-sense.com.au/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240329 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://w ..read more

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.au For more information on Franklin Templeton connect with our team at https://ensombl.com/go/20240328 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http ..read more

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 ..read more

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 no ..read more