In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the “Advice 2023: The Big Shift” report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisors to embrace these changes and capitalise on the $2.1 billion advice opportunity.
Discover how to boost efficiency and create capacity in your business at Xplan
Join the Ensombl platform:
App Store
Google Play
Desktop
-
Advice 2030 #1
In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss …
-
Advice 2030 #2
In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how …
-
Advice 2030 #3
In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance …
-
Advice 2030 #4
In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager – Wealth at Iress. They …
-
AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …