AdviceTech Podcast #112 - Advice Designer

Ensombl Advice Australia

Player FM - Internet Radio Done Right

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تمت الإضافة منذ قبل eight عام

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Tag Team Talent Podcast

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Tag Team Talent Bonus Show #1 "Mack & Jamie" 5:37

منذ يومين5:37

التشغيل لاحقا

قوائم

إعجاب

احب

5:37

Great short Bonus Show for all our loyal podcast fans. This week a tremendous comedy team shares comedy and music...it's "Mack & Jamie" , stars of TV's "Comedy Break"; sharing loads of musical humor. Enjoy!

منذ عام واحد 38:14

MP3•منزل الحلقة

In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer.

Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Aron Satchell LinkedIn: https://www.linkedin.com/in/aronsatchell/ Advice Designer Website: https://www.advicedesigner.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241206

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988 حلقات

#Financialadvice #Financialadviser #Financialadvisor #Financialplanner #Financialplanning #Fromthetrenches #Ifa #Investing #Money #Business News #News #Self-Improvement #Ensombl #Australia #Podcasting Education

AdviceTech Podcast #112 - Advice Designer

Ensombl Advice Australia

21 subscribers

published منذ عام واحد

MP3•منزل الحلقة

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241206

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 – https://www.ensombl.com/disclaimer/

988 حلقات

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منذ 3 أيام42:52

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This week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers. Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1 Ensombl CPD: https://ensombl.com/cpd/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228 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 – https://www.ensombl.com/disclaimer/…

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منذ 4 أيام25:58

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Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an educational platform to serve the Indigenous community, and the challenges and opportunities she faces in building her business and making a difference. Lisa Voysey LinkedIn: https://www.linkedin.com/in/lisa-voysey-4b591b25/ Roberts Financial Foundation Website: https://www.robertsfinancialfoundation.com.au/ Visit Sharesight for more information on how they can support your practice: https://ensombl.com/go/20250227 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 – https://www.ensombl.com/disclaimer/…

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منذ 10 أيام44:18

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This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth's use of AI and technology, including efficiency gains from tools like Copilot, digital engagement platforms, managed accounts, and the acquisition of Flux to engage the next generation of investors. Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250221 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 – https://www.ensombl.com/disclaimer/…

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منذ 11 يومًا36:38

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منذ 17 يومًا31:59

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منذ 18 يومًا55:06

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منذ 25 يومًا59:50

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منذ عام واحد53:06

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منذ عام واحد39:51

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منذ عام واحد44:14

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