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AdviceTech Podcast #108 - Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process.
Jess Tassell LinkedIn: www.linkedin.com/in/jesstassell/
Qwilr Website: qwilr.com/
Speed Dating Campaign: ua-cam.com/video/rGE6VLqiY3E/v-deo.htmlsi=JxMoJYKFwhvAs5yH
Qwilr Reimagined SOA Template: qwilr.com/advicetech
Patrick Gardner LinkedIn: www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: ensombl.com/go/20241108
Join the Ensombl platform:
App Store: www.ensombl.com/apple
Google Play: www.ensombl.com/google
Desktop: www.ensombl.com/
General Disclaimer - www.ensombl.com/disclaimer/
Переглядів: 4

Відео

#469 Adam Crabbe
Переглядів 37 годин тому
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe LinkedIn: www.linkedin.com/in/adamcrabbe/ Zurich ...
Engine Room Podcast #54 - Angus Stevenson
Переглядів 1412 годин тому
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Angus Stevenson LinkedIn: www.linkedin.com/in/angus-stevenson/ Terrabella ...
Investment Podcast #19 - Market Outlook
Переглядів 3712 годин тому
Host James Whelan welcomes two experts from Blackrock - Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth - to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East confli...
AdviceTech Podcast #107 - Otto Finance
Переглядів 1621 годину тому
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience. Madeleine Debney LinkedIn: www.linkedin.com/in/madeleinedebney/ Otto Finance Website: ottofinance.io/ Patrick Gardner...
#468 Fran Hughes
Переглядів 16День тому
Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives. Fran Hughes LinkedIn: www.linkedin.com/in/franhughesfinanc...
Engine Room Podcast #53 - Daniel Harris
Переглядів 26День тому
In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth. Daniel Harris LinkedIn: www.linkedin.com/in/daniel-harris-05a018aa/ Grimsey W...
AdviceTech Podcast #106 - Canwi
Переглядів 1914 днів тому
In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance. Cameron Drury LinkedIn: www.linkedin.com/in/camerondrury/ Canwi Website: www.canwi.com.au/ Patric...
#467 Naz Pochynok and Julien Renard
Переглядів 4614 днів тому
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future. Naz Pochynok LinkedIn: www.linkedin.com/in/nazar-pochynok-45739536/ Julien Renard LinkedIn: www.linkedin.com/in/julien-renard-604a65114/ AS...
Engine Room Podcast #52 - Kris Tatt
Переглядів 3314 днів тому
This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: www.linkedin.com/in/kristopher-tatt-b018b286/ Strategem Website: strategem.com...
AdviceTech Podcast #105 - Scrybd
Переглядів 4521 день тому
This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automate and Power Apps. Kohl Gianoli LinkedIn: www.l...
#466 Karen Eley
Переглядів 2721 день тому
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money. Karen Eley LinkedIn: www.linkedin.com/in/karen-eley-womentalkingfinance/ Women Talking Finance Websit...
Investment Podcast #18 - Investing in Times of Volatility
Переглядів 4721 день тому
The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during times of elevated market volatility. Against the ...
AdviceTech Podcast #104 - Wealth Maximiser
Переглядів 1328 днів тому
In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial advice overwhelming. Lucy Winship LinkedIn: www.l...
#465 Shannon Freney
Переглядів 46Місяць тому
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move to Fox and Hare, which focuses on younger, high-earning clients, and his previous experience in delivering digitised advice at scale. Shannon Freney LinkedIn: www.linkedin.com/in/shannon-freney/ Fox & Hare Website: foxandhare.com.au/ Learn more about Australia’s high-quality growing companies at ...
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
Переглядів 48Місяць тому
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
Переглядів 38Місяць тому
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
Engine Room Podcast #51 - Angus Cooper
Переглядів 38Місяць тому
Engine Room Podcast #51 - Angus Cooper
AdviceTech Podcast #103 - Advant Group
Переглядів 11Місяць тому
AdviceTech Podcast #103 - Advant Group
#464 Paul Brown
Переглядів 31Місяць тому
#464 Paul Brown
Engine Room Podcast #50 - Brenton Miegel
Переглядів 30Місяць тому
Engine Room Podcast #50 - Brenton Miegel
Investment Podcast #17 - Alternatives (Private Markets)
Переглядів 70Місяць тому
Investment Podcast #17 - Alternatives (Private Markets)
AdviceTech Podcast #102 - 3Lines 2.0
Переглядів 20Місяць тому
AdviceTech Podcast #102 - 3Lines 2.0
#463 Daniel Wilson
Переглядів 18Місяць тому
#463 Daniel Wilson
Ensombl on Tour: Growth Series #4
Переглядів 12Місяць тому
Ensombl on Tour: Growth Series #4
Ensombl on Tour: Growth Series #3
Переглядів 10Місяць тому
Ensombl on Tour: Growth Series #3
Ensombl on Tour: Growth Series #2
Переглядів 11Місяць тому
Ensombl on Tour: Growth Series #2
Ensombl on Tour: Growth Series #1
Переглядів 36Місяць тому
Ensombl on Tour: Growth Series #1
AdviceTech Podcast #101 - Paradino
Переглядів 60Місяць тому
AdviceTech Podcast #101 - Paradino
#462 Josh Pennell
Переглядів 19Місяць тому
#462 Josh Pennell

КОМЕНТАРІ

  • @nooralom2518
    @nooralom2518 11 днів тому

    Hello! there. I saw your videos and was impressed by the quality of your content. However, after analysis, I noticed there needs to be improvement for getting more views and subscribers. You are working hard but the main motive to reach an exact audience is not fulfilled. You are working for your audience if the video can't reach them. That's a waste of your energy and time also. I will show the problem in your video and share how to fix it. Only say ‘yes’ if you want to grow your channel. Thanks

  • @lawrencewallace1201
    @lawrencewallace1201 15 днів тому

    Proud of you Naz and your love for your parents, you're absolutely spot on with the social side of your job, people pay for security. Great time for people to look for a financial adviser with the financial repression and shifting global landscape. Enjoy the ride while it lasts and fill your pantries just incase. Don't forget about Gold, already up 37% this year and that's not going away with BRICS and U.S hyperinflation in the open. I'm happy to see you creating your success. Best of luck to you and Julien.

  • @wilfredwu2721
    @wilfredwu2721 Місяць тому

    Insightful!

  • @RennieCacciola
    @RennieCacciola Місяць тому

    GEN "Zed" not Gen "Zee" We are in Australia and not in the USA

  • @crispcomms
    @crispcomms 2 місяці тому

    Thanks for the chat James, I had a blast! ~ Abi

  • @PaidPro-ot3vp
    @PaidPro-ot3vp 2 місяці тому

    You know what? I am a regular viewer of your UA-cam Channel. I have seen all your videos and your content qualities are very good. I learned lots of things from you. Your channel has great quality contents but still it is not delivering its right audiences due to SEO problems. You should focus on your SEO so that You can get a big fanbase, Thanks.

  • @patricaweber7959
    @patricaweber7959 2 місяці тому

    Bcf

  • @Najmun14
    @Najmun14 2 місяці тому

    video quality is good Bellow we found your channel issues : 1. Video not SEO Friendly 2. Video Views Low 3. Video not Tags

  • @beachedwhale1
    @beachedwhale1 4 місяці тому

    Great interview and insights!

  • @Buy_YT_Views_2412
    @Buy_YT_Views_2412 4 місяці тому

    I've added your channel to my 'Watch Later' playlist!

  • @unitewealth
    @unitewealth 5 місяців тому

    Thanks for the opportunity to share our little nuggets with the community!

  • @FinMateAI
    @FinMateAI 7 місяців тому

    Very much enjoyed this!

  • @hoverimages1221
    @hoverimages1221 8 місяців тому

    How is it that Ensombl can place a General Disclaimer on this video but James can't put a single disclaimer on any of his materials, in order to comply with Financial Services Legislation.

  • @MarketerKajol
    @MarketerKajol 8 місяців тому

    Thank you

  • @papabonbon
    @papabonbon 9 місяців тому

    Love your work James - can you get chapters added to the UA-cam videos when being put out? Cheers

  • @MarketerKajol
    @MarketerKajol 9 місяців тому

    Thanks for your advice

  • @MarketerKajol
    @MarketerKajol 9 місяців тому

    Thanks for your valuable video

  • @drhandle4498
    @drhandle4498 Рік тому

    Don't waste your time on her 'masterclass' - it's just a 90 minute sales spiel for her course. False advertising.

  • @andreashaselsteiner9475
    @andreashaselsteiner9475 Рік тому

    Peita, I just discovered that you talked about our App, SankeyArt. Glad you like it and thanks for bringing us up in the pod! -Andy

  • @SilviaKolaric-b7p
    @SilviaKolaric-b7p Рік тому

    Very useful and fascinating

  • @ericphillips3469
    @ericphillips3469 Рік тому

    Promo sm ⭐

  • @hans6422
    @hans6422 Рік тому

    Useless all old news

  • @MyNameIsINTERSTITIAL
    @MyNameIsINTERSTITIAL Рік тому

    Very interesting 😊

  • @scottodonnell5871
    @scottodonnell5871 Рік тому

    Just another example of how financial planning is broken. General advice is advice and should be licensed as such and/or not referred to as advice. Great model with zero client care however for when something goes wrong with the "factual information".

  • @lourdesgraceunabia4921
    @lourdesgraceunabia4921 Рік тому

    Great Podcast!

    • @Ensombl
      @Ensombl Рік тому

      Thanks for listening! Check out our other podcast Financial Planners Southeast Asia for conversations from Filipino Financial Advisers ua-cam.com/channels/NOTbilCGTIfXe9kq9WSEzw.html

  • @cherise5487
    @cherise5487 Рік тому

    Such a humble person and so brave to share your deepest darkest moments with the world, there is hope for so many. Your story has been so informative that I have been able to take so many messages out of it to help others - thank you.

  • @philpogson9883
    @philpogson9883 Рік тому

    With the latest super changes, insurance bonds are becoming increasingly relevant.

  • @donovan2634
    @donovan2634 Рік тому

    "promosm" 💐

  • @yasinnabi
    @yasinnabi Рік тому

    Formal education will make you a living; self-education will make you a fortune. --Jim Rohn...

  • @harveyhairr3390
    @harveyhairr3390 Рік тому

    Killer work!! Get the following you deserve - P R O M O S M!!

  • @brynleeelodie9510
    @brynleeelodie9510 2 роки тому

    p̲r̲o̲m̲o̲s̲m̲

  • @brissiAU
    @brissiAU 2 роки тому

    And why should a person who has planned for their retirement by saving and budget and pay taxes all throughout their working career support someone who chooses to waste all their money, smoke, drink, gamble beyond their means, is that really fare?

  • @zeniasaldanha3948
    @zeniasaldanha3948 2 роки тому

    Can we please have a podcast for people in their 50’s sorting out the retirement. Can it be done without a planner

  • @dashino2839
    @dashino2839 2 роки тому

    She is so awesome!

  • @ianfriedland4309
    @ianfriedland4309 2 роки тому

    Dear Craig, I salute you for your openness, courage and transparency in order to help others. May you be Blessed with perfect health and infinite Love and Support forever. Despite the physical distance between us I am always there for you. Take Care Ian

  • @scottodonnell5871
    @scottodonnell5871 2 роки тому

    Craig, absolutely brilliant interview and thank you for sharing everything you have been through.

  • @ProsperitySt
    @ProsperitySt 2 роки тому

    Can you provide advice in Dubai for Aussie clients?

  • @chrisruss9861
    @chrisruss9861 2 роки тому

    Out of pocket health expenses are a big factor in retirement, e.g. dental implants, cataract and knee operations. House insurance is soaring and there are pressures to bring in annual land tax to replace stamp duty.

  • @mikeykpe6123
    @mikeykpe6123 2 роки тому

    Great interview. Start early and retire early if you can or enjoy building your wealth, financially and holistically through knowledge and learning. Good stuff. I have been divorced and lost most but I never give up. Be happy and learn.

  • @duncanmacmillan2036
    @duncanmacmillan2036 2 роки тому

    If you come off welfare it feels very precarious when you don't have a buffer of savings built up. If you take the risk of working and the job doesn't work out (you may well have a history of jobs not working out) Trauma and the subsequent dysregulated nervous system makes that negative outcomes seem highly dangerous and are avoided. The issue is creating safety. There probably will need to be a mechanism created whereby people have more of their needs met before they contribute economically. These are new ideas to me, a bit undeveloped but happy to talk and explore the subject.

  • @McIntyreAdvisory
    @McIntyreAdvisory 2 роки тому

    Thanks for having me on Rocksy & the XY Adviser Community. Cheers, Dan Blatch

  • @jackepner9984
    @jackepner9984 2 роки тому

    Convoluted anywhere... derivatives, interest swaps, I mean what the hell is all this? People have come up with more labels and games for debt than anyone can imagine. You know, in most countries, people just buy what they can afford.....

  • @leslibride7414
    @leslibride7414 3 роки тому

    3ou0h vur.fyi

  • @chrisj6321
    @chrisj6321 3 роки тому

    the pension should be be an entitlement and not means tested. It is in the UK why not here? you work 30 years why should u not get it?

    • @fraserjack1129
      @fraserjack1129 3 роки тому

      Hi Chris, guess it comes down to affordability and what governments can do to help everyone they can. Thanks for listening to this episode.

    • @declanthomas91
      @declanthomas91 3 роки тому

      I don't think you'd like the rates of income tax if this were the case.

    • @jonh9561
      @jonh9561 3 роки тому

      In the UK, working people have to pay income tax, national insurance (pays for health care, unemployement and old age pensions) and value added tax (applied to most goods and services) at the current rate of 20%. National insurance has just increased by 2% effectively. The UK pays one of the lowest pensions in the developed world i.e. around $325 per week and this is only indexed linked in certain countries but not in Australia so the purchasing value reduces every year. The death rate of the elderly increases in the autumm and winter due to health issue that are exacerbated by the cold and damp because the eldery cannot afford to heat their homes adequately ............. I know where I would rather live!

    • @bebetheexplorer624
      @bebetheexplorer624 2 роки тому

      My point exactly. Thats why I am only 47 and I will retire early spend my savings and when I get to the pension age I will apply for it.

    • @vickiho3523
      @vickiho3523 2 роки тому

      pppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppp

  • @laylaclapton3211
    @laylaclapton3211 3 роки тому

    Very inspiring.

  • @casbqvlogs
    @casbqvlogs 3 роки тому

    That's my auntie Hannah

  • @supermomsjourney4971
    @supermomsjourney4971 3 роки тому

    Wow, Hannah you're great

  • @notsoperfectfamily2693
    @notsoperfectfamily2693 3 роки тому

    So proud of u Hannah

  • @eclipsefinancialservices9667
    @eclipsefinancialservices9667 3 роки тому

    Mackay - gateway to the Whitsundays - please:) Good on you James.

  • @scottodonnell5871
    @scottodonnell5871 3 роки тому

    Personally I think the "brutal and systematic destruction of value" by AMP is a touch generous. My wording would be significantly stronger if they allowed their planners to voice an opinion without fear of financial and emotional destruction.