#474 Bert van Manen

Ensombl Advice Australia

Player FM - Internet Radio Done Right

21 subscribers

تمت الإضافة منذ قبل eight عام

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Standup Comedy "Your Host and MC"

1
Mack Dryden "Dentist Visit" Bonus Show #119 7:46

منذ 4 أيام7:46

التشغيل لاحقا

قوائم

إعجاب

احب

7:46

Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…

منذ عام واحد 25:00

MP3•منزل الحلقة

In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support.

Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanmanen.com.au/ LNP Profile: https://www.liberal.org.au/team/bert-van-manen

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988 حلقات

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

#474 Bert van Manen

Ensombl Advice Australia

21 subscribers

published منذ عام واحد

MP3•منزل الحلقة

Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanmanen.com.au/ LNP Profile: https://www.liberal.org.au/team/bert-van-manen

moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20241212

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

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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/…

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#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/…

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/…

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#479 Steven Reed 36:38

منذ 11 يومًا36:38

36:38

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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/…

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#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/…

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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/…

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#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/…

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منذ 4 weeks45:19

45:19

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منذ 5 weeks53:06

53:06

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#475 Manisha Bhudia 38:19

منذ 6 weeks38:19

38:19

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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/…

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منذ 11 weeks29:11

29:11

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AdviceTech Podcast #113 - BePrepared 44:14

منذ 11 weeks44:14

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