Cover image of Ensombl Advice Australia

Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, fi... Read more

Ranked #1

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#162 Steve Bull

#162 Steve Bull

Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the backend. He'... Read more

12 Feb 2020

56mins

Ranked #2

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#5 How To Run A Financial Advice Business Remotely with Dean Holmes

#5 How To Run A Financial Advice Business Remotely with Dean Holmes

Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running his financial advi... Read more

14 Feb 2017

38mins

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Ranked #3

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#108 Davina Poletto

#108 Davina Poletto

As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve what they wan... Read more

22 Nov 2018

32mins

Ranked #4

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Plan, Produce, Profit Series #15 - Adele Martin

Plan, Produce, Profit Series #15 - Adele Martin

In the final episode of the Plan, Produce, Profit Series, Ben talks to Adele Martin - the Founder and Adviser at AdeleMa... Read more

23 Oct 2019

1hr 3mins

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Ranked #5

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#155 Conaill Keniry

#155 Conaill Keniry

As an adviser, Conail has experienced licensee land from the big to the small, and everywhere in between. We catch up wi... Read more

20 Jan 2020

42mins

Ranked #6

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#130 Lea Schodel

#130 Lea Schodel

Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this as part of yo... Read more

16 May 2019

56mins

Ranked #7

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#159 Ben Neilson

#159 Ben Neilson

Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the ne... Read more

3 Feb 2020

36mins

Ranked #8

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#10 How to Leverage Your Advice Firm with Stewart Bell

#10 How to Leverage Your Advice Firm with Stewart Bell

Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technolo... Read more

6 Mar 2017

45mins

Ranked #9

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#20 How to attract Gen Y & X Clients with Steve Crawford

#20 How to attract Gen Y & X Clients with Steve Crawford

Interviews by Ben Nash and Phil Thompson Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice ... Read more

5 Apr 2017

56mins

Ranked #10

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#50 Discussions on Dealer Groups with Angus Woods

#50 Discussions on Dealer Groups with Angus Woods

On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at Adviser Ratings t... Read more

9 Oct 2017

49mins

Ranked #11

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#96 A Deep Dive into the Superannuation Landscape with Michael Houlihan

#96 A Deep Dive into the Superannuation Landscape with Michael Houlihan

Michael Houlihan (LinkedIn: /michael-houlihan-2a24b818) is a guy who definitely doesn’t know how to sit still. He’s the ... Read more

30 Aug 2018

52mins

Ranked #12

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#60 Benjamin Marshan on Implementing Fintech in the Advice Process (FPA Whitepaper)

#60 Benjamin Marshan on Implementing Fintech in the Advice Process (FPA Whitepaper)

Is this the most useful whitepaper ever produced in Financial Services? Benjamin Marshan is at the forefront of a digita... Read more

1 Dec 2017

37mins

Ranked #13

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#57 Geoff Wilson on Philanthropic Wealth Creation - How to invest with your head and your heart

#57 Geoff Wilson on Philanthropic Wealth Creation - How to invest with your head and your heart

Investing with your head and your heart. This sums up the work of Geoff Wilson and his team of investment fund managers ... Read more

10 Nov 2017

41mins

Ranked #14

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#102 Structuring Upfront and Ongoing Advice Packages with Stella Norberti

#102 Structuring Upfront and Ongoing Advice Packages with Stella Norberti

Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: www... Read more

11 Oct 2018

42mins

Ranked #15

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#156 Daniel Gara

#156 Daniel Gara

We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic. A... Read more

22 Jan 2020

36mins

Ranked #16

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#33 How We Can Make Advice Better with Ben Marshan

#33 How We Can Make Advice Better with Ben Marshan

Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we'r... Read more

7 Jun 2017

59mins

Ranked #17

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#38 How To Drive Efficiencies in Your Advice with Steve Neilson

#38 How To Drive Efficiencies in Your Advice with Steve Neilson

Interviews by Ben Nash and Adrian Patty This week we have Steve Nielsen talking 'How to drive efficiencies in your advi... Read more

9 Jul 2017

52mins

Ranked #18

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#37 How To Effectively Use Video in Your Advice Business with Chris McHardy

#37 How To Effectively Use Video in Your Advice Business with Chris McHardy

Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live we have Chris Mchardy co-founder and director of ... Read more

30 Jun 2017

48mins

Ranked #19

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#35 Cut the BS from Your Business's To-Do List with MJ Fitzpatrick

#35 Cut the BS from Your Business's To-Do List with MJ Fitzpatrick

XY Live Episode 35 - Client Experience: Cut the BS from your Business' To-Do List and Focus on the Areas that Truly Add ... Read more

21 Jun 2017

43mins

Ranked #20

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#68 Adele Martin on How to Build a Personal Brand as a Financial Adviser

#68 Adele Martin on How to Build a Personal Brand as a Financial Adviser

If marketing, public relations and social media were like Kung-Fu, Adele Martin is definitely your Bruce Lee. She’s the ... Read more

15 Feb 2018

40mins

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