Earn 0.50 CPD here
0.25 Technical Competence
0.25 Client Care and Practice
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the event were, and gets their insights on improving human-centered advice, the client review processes, and intergenerational retirement planning, while exploring how longevity products and AI-enabled tools can better support clients’ spending, legacy, and overall experience.
For a simpler, faster way to write risk visit Acenda
Join the Ensombl platform:
App Store
Google Play
Desktop
-
#524 Retirement Xchange Insights
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the …
-
Licensee Podcast Series #8 – Oreana Partnerships
In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships …
-
#523 Kieran Menzie
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares his role and how he contributes …
-
Investment Feed Insights #7
In this episode, Neil speaks with Dan Miles, Managing Director and Co-Chief Investment Officer at Innova Asset Management. …
-
Licensee Podcast Series #7 – Shartru Wealth
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, …
-
#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
-
Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
-
#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
-
Investment Feed Insights #6
In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into …
-
#520 Stuart Ruddick
Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use …
-
AdviceTech Podcast #163 – RetireMap Update
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has …
-
#524 Retirement Xchange Insights
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the …
-
Licensee Podcast Series #8 – Oreana Partnerships
In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships …
-
Insurance Podcast #2 – Sam Perera
This week, Ben speaks with Sam Perera, Director at Perera Crowther Financial Services. They unpack how advisers can …
-
AdviceTech Podcast #162 – rubica
This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their …
-
#523 Kieran Menzie
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares his role and how he contributes …
-
Investment Feed Insights #7
In this episode, Neil speaks with Dan Miles, Managing Director and Co-Chief Investment Officer at Innova Asset Management. …
-
Licensee Podcast Series #7 – Shartru Wealth
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, …
-
Investment Podcast #34 – Private Equity
As access to private markets expands beyond institutions, host Kieran Berry is joined by Adam Myers, Executive Director …
-
AdviceTech Podcast #161 – AdviseWell Update
In this week’s episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly …