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0.75 Client Care & Practice
0.25 Technical Competence
This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice’s journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice.
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Engine Room Podcast #80 – Prashant Nagarajan
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss …
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Engine Room Podcast #79 – Natallia Smith
This week, Rocksy is joined by Natallia Smith, Founder and Principal Financial Adviser at TruWealth Advice. They discuss …
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Engine Room Podcast #78 – Peter Monahan
This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice’s journey through succession …
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Engine Room Podcast #77 – Adam Carmody and Emma Schmidt
This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell …
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Engine Room Podcast #76 – Paul Benson
In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They …
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Engine Room Podcast #75 – Kris Chapman
This week, Rocksy is joined by Kris Chapman, Senior Financial Adviser at McQueen Group. They discuss his career …
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Engine Room Podcast #74 – Sebastian Mazza
This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business …
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Engine Room Podcast #73 – Morgan Hayward
This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey …
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Engine Room Podcast #72 – Ben Nash
This week, Rocksy speaks with someone who’s no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at …
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Engine Room Podcast #71 – Richard Burton and Steven Roberts
In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD …
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
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Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #3
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at …
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Engine Room Podcast #80 – Prashant Nagarajan
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss …
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AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …