In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients.
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Engine Room Podcast #50 – Brenton Miegel
In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They …
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Engine Room Podcast #49 – Brett Taggart
Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his …
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Engine Room Podcast #48 – Unpacking Entireti
In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. …
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Engine Room Podcast #47 – David Gibson
In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David’s …
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Engine Room Podcast #46 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the …
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Engine Room Podcast #45 – Matt Fenning
Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build …
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Engine Room Podcast #44 – Jake Reus
Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the …
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Engine Room Podcast #43 – Joel Harty and Paulina Roncevic
In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the …
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Engine Room Podcast #42 – Shail Singh
Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew …
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Engine Room Podcast #41 – Mark Chan
Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry …
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AdviceTech Podcast #103 – Advant Group
This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …
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#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
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Engine Room Podcast #50 – Brenton Miegel
In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They …
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Investment Podcast #17 – Alternatives (Private Markets)
Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …
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AdviceTech Podcast #102 – 3Lines 2.0
In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …
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#463 Daniel Wilson
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …
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Ensombl on Tour: Growth Series #4
Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral …
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Ensombl on Tour: Growth Series #3
Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights …
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Ensombl on Tour: Growth Series #2
Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice …
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Ensombl on Tour: Growth Series #1
Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from …