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Ensombl Advice Australia

Ensombl
Insurance
Financial Planning
Financial Advice
Client Relationships
Avondale Wealth Management
Income Protection
Financial Advisory
Retirement Planning
Zurich Australia Limited
Affordability
Insurance Costs
Insurance Premiums
Risk Management
Affordability Concerns
Financial Literacy
Commonwealth Bank
Metlife
Insurance Affordability
Budgeting
Paraplanning

Professional network for financial advisers ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before makin... more

PublishesDailyEpisodes1094Founded9 years ago
Number of ListenersCategories
Self-ImprovementNewsEducationBusiness News

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Artwork for Ensombl Advice Australia

Latest Episodes

This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, clien... more

Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base.

Mich... more

This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and rewards of advising business owners and vulnerable c... more

U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenw... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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15 Minutes with the BossThe Australian Financial Review

Recent Guests

Hardy Michel
Co-founder of Marloo
Marloo
Episode: AdviceTech Podcast #148 - Marloo
Shak Lala
Co-founder of Marloo
Marloo
Episode: AdviceTech Podcast #148 - Marloo
David Jackson
Financial advisor at First Financial, with a diverse journey through education and client service.
First Financial
Episode: #508 David Jackson
Ben Nash
Founder of Pivot Wealth
Pivot Wealth
Episode: Engine Room Podcast #72 - Ben Nash
Joel McWilliam
Founder of Atom Automation
Atom Automation
Episode: AdviceTech Podcast #147 - Atom Automation
Simon Shepherd
Founder of Providence Advisory Group, previously worked in investment banking.
Episode: #507 Simon Shepherd
Richard Burton
Senior financial advisor and business partner at Oakmont Financial Group
Oakmont Financial Group
Episode: Engine Room Podcast #71 - Richard Burton and Steven Roberts
Steven Roberts
Co-founder and director at Oakmont Financial Group
Oakmont Financial Group
Episode: Engine Room Podcast #71 - Richard Burton and Steven Roberts
Jordan Vickery
Co-founder of Vinyl, an AI meeting assistant tailored for accountants and bookkeepers
Vinyl
Episode: AdviceTech Podcast #146 - Vinyl

Hosts

Andrew Rocks
Host and financial expert specializing in innovative solutions for financial advisory practices. He brings valuable insights from his experience in the sector.
Patrick
Host known for engaging discussions on technology and automation in financial advisory practices. Patrick focuses on integrating innovative solutions into traditional advisory roles.
James Wrigley
Financial advisor and educator dedicated to enhancing understanding of financial advice and its landscape through informative discussions.

Reviews

4.6 out of 5 stars from 79 ratings
  • Very indepth and very interesting

    Love it

    Podcast Addict
    5
    bree
    4 years ago
  • Great podcast for financial services

    A fabulous lineup for those in or interested in financial services. Thanks XY fir this one!!

    Apple Podcasts
    5
    MandyMoo73
    Australia4 years ago
  • Great Aussie FP Podcast

    Loved the Jim Stackpool interview. Prefer your interviews that are 1 on 1. Rather then two XY Adviser speakers and one guest. Product and Advice are two seperate areas so let’s keep driving the conversation to Aussie families and regulators and make FP a profession.

    Apple Podcasts
    4
    MarcusAustralia
    Australia6 years ago
  • Great line up of guests

    The who’s who of the industry are on this podcast. Thanks team for putting such a great line up together 😁👌🏻

    Apple Podcasts
    5
    Freddy Jaco
    Australia6 years ago
  • Auditory pleasure to the extreme

    This is a great podcast shining a light and opening the kimono on the finance industry in Australia. It features some real epic guests, sharing their thoughts and knowledge. For example, I heard the other day that they had successfully secured an interview with Shane Black... simply amazing. That guy should be on at least, oh I don’t know, every second episode (and that’s being conservative).

    Keep up the great work from a long time listener,

    Bhane Slack

    Apple Podcasts
    5
    Blackmarn
    Australia7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the deep insights into the financial services industry and the laid-back conversational style that makes complex topics more accessible.
Feedback highlights the podcast's focus on actionable advice and real-life applications of financial principles, making it a trusted resource for professionals in the field.
The lineup of guests is noted as impressive, featuring a variety of experts from different segments of the financial sector, which adds value to each episode.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

AdviceTech Podcast #146 - Vinyl
Q: How do you see Vinyl being that layer where you can actually push the action into those tools, like the jobs or even creating invoices based on the context of the call?
Jordan explains the vision for Vinyl to automatically create tasks and assign jobs for team members based on meeting context, enhancing productivity.
AdviceTech Podcast #146 - Vinyl
Q: What led you to start or co-found Vinyl?
Jordan mentions the realization of an opportunity after surveying accounting firms about their struggles with meeting notes and administrative tasks.
AdviceTech Podcast #146 - Vinyl
Q: Can you sort of take us through your professional origin story?
Jordan shares that he has worked in accounting tech for the last 12 years and co-founded Vinyl due to the overwhelming issues faced by firms regarding meeting notes and administration.
AdviceTech Podcast #147 - Atom Automation
Q: For practices that are curious about AI, but they don't know where to start, do you have any advice for them?
Practices that haven't started with AI have far more accessible options now than they did a year or two ago. It doesn't really matter what tool you start using. The key is to just start.
#507 Simon Shepherd
Q: Can you talk us through your new client process?
We start with a free 15-minute call, followed by a life planning meeting where we workshop their financial goals and create a one-page summary for them.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Ensombl Advice Australia

What is Ensombl Advice Australia about and what kind of topics does it cover?

The content revolves around important discussions in the financial advisory space, emphasizing themes like technology integration, automation in financial services, and innovative approaches to client relationships. Through various expert insights and personal journeys, the conversations also highlight the evolution of the financial advisory industry, including the challenges and opportunities facing professionals today. The unique blend of interviews with financial practitioners and industry innovators sets this podcast apart, making it a valuable resource for financial advisors eager to enhance their practice and adapt to the changing landscape.

Where can I find podcast stats for Ensombl Advice Australia?

Rephonic provides a wide range of podcast stats for Ensombl Advice Australia. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Ensombl Advice Australia and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Ensombl Advice Australia get?

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What are the audience demographics for Ensombl Advice Australia?

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How many subscribers and views does Ensombl Advice Australia have?

To see how many followers or subscribers Ensombl Advice Australia has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Ensombl Advice Australia?

These podcasts share a similar audience with Ensombl Advice Australia:

1. The ifa Show
2. Equity Mates Investing Podcast
3. The Rules of Investing
4. Buy Hold Sell, by Livewire Markets
5. 15 Minutes with the Boss

How many episodes of Ensombl Advice Australia are there?

Ensombl Advice Australia launched 9 years ago and published 1094 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Ensombl Advice Australia?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Ensombl Advice Australia?

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What guests have appeared on Ensombl Advice Australia?

Recent guests on Ensombl Advice Australia include:

1. Hardy Michel
2. Shak Lala
3. David Jackson
4. Ben Nash
5. Joel McWilliam
6. Simon Shepherd
7. Richard Burton
8. Steven Roberts

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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