In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology, outsourcing, and innovation in transforming advice practices.
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Engine Room Podcast #67 – Nathan Jacobsen
In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey …
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Engine Room Podcast #66 – Andrew Debono
In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He …
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Engine Room Podcast #65 – Warrick Hanley
In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey …
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …
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Engine Room Podcast #63 – Karthik Ganapathy
In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. …
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Engine Room Podcast #62 – Leigh Fernando and Daniel Zaffino
This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has …
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Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
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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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Engine Room Podcast #59 – Mike Way
To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he …
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Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
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AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
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Investment Podcast #25 – Risk Targeted Investing
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host …
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
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#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
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Investment Feed Insights #1
In this timely investment update, Neil Rogan chats with Russell Investments’ Alexander Cousley, exploring the latest global market …
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AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
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#497 Luke Dean
Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a …
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Investment Podcast #24 – Quarterly Update
Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market …
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AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
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#496 Chris Carlin
Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria …