Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live with Matt Heine, joint Managing Director of Netwealth Group and passionate about innovation in financial advice, has talked about his recent US study tour and his learnings about the difference from the Australian market. Listen to what he has learned about using artificial intelligence and how algorithms can work wonders in our industry. Know more about tools and technologies from the US that can be brought over to Australia.
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
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#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
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#480 Lisa Voysey
Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an …
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#479 Steven Reed
Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and …
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#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
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#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
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#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
-
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
-
#480 Lisa Voysey
Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an …
-
#479 Steven Reed
Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and …
-
#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
-
#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
-
#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
-
#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
-
#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
-
Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
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AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
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#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
-
#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
-
Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
-
AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
-
#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …