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: https://www.linkedin.com/in/cale-bulgin-082211113/ Weel Website: https://letsweel.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240726 Join the Ens ..read more

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 practices. Shail Singh LinkedIn: https://www.linkedin.com/in/shail-singh-8309a920/ AFCA Website: https://www.afca.org.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240723 Join the Ensombl platform: App ..read more

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 situation and providing realistic advice tailored to their needs. Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/ Three Kings Website: https://www.threekings.com.au/ Register for the All Licensee PD Day on November 26th at https://ensomb ..read more

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 Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240716 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaim ..read more

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". Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netw ..read more

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://unicawealth.com.au/ Filenote.ai Website: https://www.filenote.ai/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://w ..read more

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 Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240705 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/go ..read more

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 Join the ..read more

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 ..read more

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 Join the Ensombl platform: App Store: http://www.ensombl.com/apple ..read more