Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: www.absolutewealthadvisors.com.au/ )who juggles a family of three kids and holds the unofficial record for the loudest keyboard tapping (according to Ben). Stella started out providing great customer service to clients nine years ago as a CSO and is now providing great strategic advice to families and individuals, and loving it!
In this episode, Ben and Adrian find out what work-life balance looks like for Stella, how the AWA team structure their upfront and ongoing services, how they shift their advice process to cater for both younger and older clients, the benefits of mapping out client reviews a year in advance and how AWA is leveraging videos to train staff and educate clients.
XY Adviser Online Training Platform – https://www.xyadviser.com
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
-
#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
-
441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
-
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
-
#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
-
#438 Nathan Fradley
This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial …
-
Great Wealth Transfer #1
In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry …
-
Great Wealth Transfer #2
Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner …
-
Great Wealth Transfer #3
In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, …
-
Great Wealth Transfer #4
In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam …
-
#437 Kiera Brown
Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment …
-
AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
-
#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
-
Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
-
Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
-
AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
-
441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
-
Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
-
AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
-
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
-
Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …