In this episode we go “under the hood” and discuss integrations.
This series is sponsored by Morningstar. Visit AdviserLogic to find out more about how they can support your business.
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY
Skye Website
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY
Mad About Life Website
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn
Coastal Advice Group Website
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn
Telstra Website
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn
Morningstar Website
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You can get a transcript of this podcast here
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Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
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Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
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Efficiency Series #3
In this episode we go “under the hood” and discuss integrations.
-
Efficiency Series #4
In this episode we discuss the issue of compliance when dealing with software.
-
Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
-
Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
-
Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
-
Efficiency Series #3
In this episode we go “under the hood” and discuss integrations.
-
Efficiency Series #4
In this episode we discuss the issue of compliance when dealing with software.
-
Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
-
Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
-
Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
-
Efficiency Series #3
In this episode we go “under the hood” and discuss integrations.
-
Efficiency Series #4
In this episode we discuss the issue of compliance when dealing with software.
-
Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
-
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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AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
-
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
-
Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
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AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
#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 …
-
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 …
-
AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
-
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
-
Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
-
AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
#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 …