Ensombl

This week's Ensombl Podcast episodes   Engine Room Podcast #42 – https://lnkd.in/gZb4WhVu Shail Singh is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew Rocks 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.   Brought to you by: Zurich Visit The Adviser Portal and partner with Zurich Australia and OnePath Insurance today. - https://lnkd.in/gnvmbY-5 Ensombl Advice Australia #454 - https://lnkd.in/gsCVneR3   Rebecca Pritchard is the Senior Financial Planner at Rising Tide Financial Services. She and James Wrigley 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.   Register for the All Licensee PD Day on November 26th - https://ensombl.com/alpd/   AdviceTech Podcast #93 - https://lnkd.in/ggRPgmYY   This week, Patrick Gardner 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.   Brought to you by: Netwealth   A world of engagement awaits you at Netwealth - See Wealth Differently (ASX:NWL) - https://lnkd.in/gUHvwUXK   #financialplanning #financialadvisers

In this short article, Nick Mitchell from Mason Stevens provides a practical, six-step, guide for wealth practices looking to grow and scale. The rapid pace of product and technological innovation can see advisers overwhelmed by choice, however, as Mitchell demonstrates, a strategic approach that puts the client at the centre can help practices thrive and grow sustainably. #financialplanning #financialadvisor

Despite growing investor interest in more responsible investing, some advisors are reluctant to engage clients on the topic of impact and responsible investing, often due to concerns about client sensitivities and greenwashing risks. Contrary to perceptions, all responsible investments are not the same, and impact investing - with its focus on measurability and accountability - arguably solves many of these concerns. This paper is a companion piece to the Ensombl/ T. Rowe Price podcast series on Impact Investing. Drawing on frontline insights from 5 Australian advisors operating in the impact space, it sets out to reframe the understanding of, and attitudes towards impact investing, with the aim of giving advisors the tools and confidence to make impact investing a key part of their offering https://lnkd.in/gxEMkQW2 #financialadvice #financialplanning #financialadvisor

Reserve your place now at our next All Licensee PD Day event, to be held Tuesday 26th November.   This event is open to advisors and staff of all licensees, from anywhere in Australia.   Accessible virtually or in-person (Sydney CBD), it’s the most efficient and engaging way to earn up to 10 CPD hours in a single day.   Our next event will feature contemporary, relevant, and practical content that will deliver immediate value for you and your practice, helping you: · Strengthen your value proposition · Sharpen your technical skills · Better understand your clients. · Fine tune your marketing, and · Stay abreast of the latest developments in technology and business strategy Register now and join around 2,000 of your advice peers at the largest single-day event dedicated entirely to professional development – no filler content. - https://ensombl.com/alpd/   As always, the All-Licensee PD Day virtual event is free to Ensombl members.   Register now and relax in the knowledge your end of year CPD is sorted. - https://ensombl.com/alpd/ We’d like to thank our corporate partners for making this event possible: Netwealth - See Wealth Differently (ASX:NWL), Global X ETFs, Orbis Investments, Mason Stevens, Innova Asset Management, PPS Mutual, Atrium Investment Management, Russell Investments and Zurich Australia. #financialplanning #financialadvisors

Troy Theobald's journey to becoming a Barrons and FS Power 50 regular began as an accountant and financial planner in the Tweed region. In this visit to the Ensombl archives, Troy recounts how a client-centric mindset - and the guidance of a strong mentor - helped him build a successful, award-winning advice practice. #financialplanning #financialadvisors

Discover this week's Ensombl Sunday Session   https://lnkd.in/gBQ7ahhd   Here's what you'll find: - An article exploring how to implement a core-satellite investment approach - A new space in which Xplan users can solve their challenges and access business efficiency support - Registration is now open for our next Ensombl All Licensee PD Day on November 26th and earn up to 10 CPD hours in one day - A discussion on linked versus standalone TPD premiums   #financialplanning #financialadvisor

This week's Ensombl Podcast episodes   Engine Room Podcast #41 – https://lnkd.in/gJhSr3Cu   Mark Chan is the Founder of Avondale Wealth Management. He and Andrew Rocks 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.   Brought to you by: Zurich Visit The Adviser Portal and partner with Zurich Australia and OnePath Insurance today. - https://lnkd.in/g8hfsJMW Ensombl Advice Australia #453 - https://lnkd.in/gB99ZWmJ   Ryan King 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.   Register for the All Licensee PD Day on November 26th - https://ensombl.com/alpd/ AdviceTech Podcast #92 - https://lnkd.in/gyn_X7f8   This week, Patrick Gardner 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 notes.   Brought to you by: Netwealth   A world of engagement awaits you at Netwealth - See Wealth Differently (ASX:NWL) - https://lnkd.in/gKcumb5p   #financialplanning #financialadvisers

In this article, Vanguard Australia Senior Investment Specialist Libby Newman explores how to successfully implement a core-satellite investment approach. A well-executed core-satellite approach can deliver clients the benefits of passive, while tapping into active management to smooth returns or seek outperformance opportunities, and Newman offers readers practical steps for achieving this balance. #financialplanning #financialadvisors

We’ve partnered with Iress to launch an Iress Xplan space within the Ensombl platform to give Xplan users, those considering it and those adopting it an efficient way to solve their specific Xplan challenges and access business efficiency support. You can check it out here - https://lnkd.in/gQdJes_5   Partnering with Iress to launch this space is an important initiative, because it gives you a place to be heard. Iress have acknowledged they haven't always done a great job of tuning in to what you want and need from your technology. With this space, that's changing.   Our goal is to create a direct communication between you and the product experts at Iress. Use the space to ask your questions, share your Xplan hurdles and put them to Iress - and your peers - to solve. In return, Iress will keep you in the loop about the feedback they receive from the Ensombl advisor community, and share how this is influencing their product development roadmap – which is a perfect example of advisor problems shaping marketplace solutions.    As with our other spaces, the Iress Xplan space is open to Ensombl members on an opt-in basis. If you aren’t already an Ensombl member, it’s another big reason to join. Membership is free and you sign up in seconds via the link above.   #financialadvisers #Xplan #financialplanning

Registration is now open for our next All Licensee PD Day, to be held on Tuesday 26th November.   The perfect way to sort out your end-of-year CPD requirements – with up to 10 hours available on one day – the Ensombl All Licensee PD Day is the largest single-day event dedicated entirely to advisor professional development.   Register now and join around 2,000 of your advice peers, either virtually or in person. - https://ensombl.com/alpd/   With content carefully curated to reflect the hottest topics from across the Ensombl platform, our next event will feature leading speakers exploring a variety of topics, including: - behavioural finance and investor psychology - the unique needs of HNW clients - reframing risk – a practical approach - demonstrating your value - investable megatrends   And more.   Register now to earn up to 10 CPD hours in one day - https://ensombl.com/alpd/   As always, the All-Licensee PD Day virtual event is free to Ensombl members.   With our in-person event – in the Sydney CBD – usually a sell-out, register now to avoid disappointment. We’d like to thank our corporate partners for making this event possible:   Netwealth - See Wealth Differently (ASX:NWL), Global X ETFs, Orbis Investments, Mason Stevens, Innova Asset Management , PPS Mutual, Atrium Investment Management, Russell Investments and Zurich Australia #financialplanning #financialadvisors #CPD #ALPD