#472 Dean Holmes

Ensombl Advice Australia

Player FM - Internet Radio Done Right

21 subscribers

تمت الإضافة منذ قبل eight عام

المحتوى المقدم من Ensombl. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ensombl أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Vanished

1
Lost on Route 66: The Disappearance of Diana Hayes 6:47

منذ 5 weeks6:47

التشغيل لاحقا

قوائم

إعجاب

احب

6:47

Was she the victim of foul play, an accident, or did she choose to disappear? In this episode of The Vanished, we retrace Diana’s last known movements, strange witness accounts, and the lingering mystery that has never been solved or.. was never meant to be solved.

منذ عام واحد 40:33

MP3•منزل الحلقة

Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks to support staff rather than adding more advisors.

Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ The Wealth Network Website: https://www.wealthnetwork.net.au/ Absolute Wealth Advisers Website: https://www.absolute.sydney/

For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241128

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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988 حلقات

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

Ensombl Advice Australia

#472 Dean Holmes

Ensombl Advice Australia

21 subscribers

published منذ عام واحد

MP3•منزل الحلقة

For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241128

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

كل الحلقات

Ensombl Advice Australia

1
AdviceTech Podcast #119 - Ensombl CPD 42:52

منذ 3 أيام42:52

42:52

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/…

Ensombl Advice Australia

1
#480 Lisa Voysey 25:58

منذ 4 أيام25:58

25:58

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/…

Ensombl Advice Australia

1
AdviceTech Podcast #118 - Netwealth: Future of Technology in Advice Feature 44:18

منذ 10 أيام44:18

44:18

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/…

Ensombl Advice Australia

1
#479 Steven Reed 36:38

منذ 11 يومًا36:38

36:38

Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and strategies in recruiting and retaining talent in the advice industry, the impact of COVID-19 on work culture, the evolving job market and salary trends, and the importance of employee value proposition and career development opportunities. Steven Reed LinkedIn: https://www.linkedin.com/in/steven-reed-29212579/ Advance Recruitment Partners Website: https://advancerecruitmentpartners.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250220 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/…

Ensombl Advice Australia

1
AdviceTech Podcast #117 - Filenote.ai 31:59

منذ 17 يومًا31:59

31:59

In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits of Filenote.ai, which uses AI to automatically generate file notes, client summary emails, letters of engagement, client mind maps, and notes for paraplanners, saving advisers significant time and improving client experiences. Filenote.ai Website: https://www.filenote.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250214 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/…

Ensombl Advice Australia

1
#478 Philip Courtenay 55:06

منذ 18 يومًا55:06

55:06

Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative aspects of financial advice, such as client emotional states and motivations, in order to better demonstrate the value of financial planning and improve client outcomes. Philip Courtenay LinkedIn: https://www.linkedin.com/in/philipcourtenay Humans and Money Website: https://humansandmoney.com/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250213 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/…

Ensombl Advice Australia

1
AdviceTech Podcast #116 - Caelus Labs 1:00:18

منذ 24 يومًا1:00:18

1:00:18

In this episode, Pat is joined by Stefan D'Alessandro, Co-founder at Caelus Labs. They discuss the development of Stefan's AI-focused businesses, his approach to AI adoption and integration, and his insights on data security, governance, and the use of no-code/low-code tools. Stefan D'Alessandro LinkedIn: https://www.linkedin.com/company/caelus-labs/ Caelus Labs Website: https://caeluslabs.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250207 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/…

Ensombl Advice Australia

1
#477 Lee Forde 59:50

منذ 25 يومًا59:50

59:50

In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised advice to middle Australia clients, and his views on the future of the industry and the need for greater collaboration and support among advisers. Lee Forde LinkedIn: https://www.linkedin.com/in/fordefinancialplanning/ Plan to Plan Website: https://plantoplan.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250206 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/…

Ensombl Advice Australia

1
AdviceTech Podcast #115 - Xeppo 45:19

منذ 4 weeks45:19

45:19

This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo's core capabilities in aggregating and harmonising data from various systems, enabling better reporting and client insights. Rohan Berry LinkedIn: https://www.linkedin.com/in/rohan-berry-a4098225/ Xeppo Website: https://xeppo.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250131 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/…

Ensombl Advice Australia

1
#476 Jane Hopkins 53:06

منذ 5 weeks53:06

53:06

Jane is a Partner and Principal Adviser at Minchin Moore Private Wealth Advisers. She and Clayton discuss her diverse career journey in financial planning, the challenges and lessons she has learned, her advice for aspiring advisers, the importance of professional development and education, and the future of the financial planning industry, particularly in regards to attracting and retaining female talent. Jane Hopkins LinkedIn: https://www.linkedin.com/in/jane-hopkins-a9106349/ Minchin Moore Website: https://minchinmoore.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250130 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/…

Ensombl Advice Australia

1
AdviceTech Podcast #114 - Sharesight 39:51

منذ 5 weeks39:51

39:51

In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future roadmap, with a focus on its comprehensive investment reporting and analytics platform. Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/ Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/ Sharesight Website: https://www.sharesight.com/au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250124 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/…

Ensombl Advice Australia

1
#475 Manisha Bhudia 38:19

منذ 6 weeks38:19

38:19

Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to client engagement that goes beyond just technical advice. Manisha Bhudia LinkedIn: https://www.linkedin.com/in/manishabhudia/ Ultimum Financial Website: https://ultimumfinancial.com/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250123 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/…

Ensombl Advice Australia

1
Engine Room Podcast #59 - Mike Way 1:03:34

منذ 6 weeks1:03:34

1:03:34

To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he is focused on strategy, transformation, and supporting financial advice practices through initiatives like the Growth Collective. He and Andrew discuss the value of personality profiling and the need for advisors to differentiate themselves, and the importance of transparency and collaboration between platforms and advisors for effective business growth. Mike Way LinkedIn: https://www.linkedin.com/in/mikeway/ AMP Website: https://www.amp.com.au/ Roger Martin "Playing to Win": https://www.youtube.com/watch?v=3vAIur-N8gM Lippitt-Knoster Model: https://www.walkme.com/blog/managing-complex-change/ CliftonStrengths personality profiling tool: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20250121/ Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20250121/ 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/…

Ensombl Advice Australia

1
Investment Podcast #21 - Australian Equities 29:11

منذ 11 weeks29:11

29:11

In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight. Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216 First Sentier Investors. Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/2-20241216 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/…

Ensombl Advice Australia

1
AdviceTech Podcast #113 - BePrepared 44:14

منذ 11 weeks44:14

44:14

In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency. Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https://www.bepreparedapp.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213 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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