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Ensombl Advice Australia

Ensombl
Financial Planning
Financial Advice
Artificial Intelligence
Financial Advisory
Life Insurance
Investment Strategies
Client Experience
Retirement Planning
Client Engagement
Netwealth
Australia
Client Relationships
Insurance
Private Equity
Financial Technology
Superannuation
Estate Planning
Alternative Investments
AI In Financial Advisory
Infrastructure Investing

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

PublishesTwice weeklyEpisodes1210Founded10 years ago
Number of ListenersCategories
Business NewsEducationNewsSelf-Improvement

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Latest Episodes

This week, Rocksy is joined by Chris Smith, Founder and Principal Planner at SMI Financial Solutions. They discuss his path into advice, lessons from the GFC and cancer, how he built SMI Financial Solutions and its Age Pension Help service, and plans... more

In this episode, Ben is joined by Brett Wright, Founder and CEO at LifeBid, Matt Brown, CEO at Fortnum, and Vanessa Dobson, Co-founder at Insurtech Australia. They explore LifeBid’s launch and its goal of improving life insurance advice through accur... more

In this episode, Andrew Rocks speaks with George Collie from Panorama Wealth about his journey into advice, building a lean and highly efficient practice, and developing his own CRM software using AI to streamline advice production, reduce costs and ... more

In this episode, Ben speaks with Christine Cupitt, CEO at the Council of Australian Life Insurers (CALI). They discuss CALI's role and the Life Insurance Code review, focusing on mental-health cover and claims, customer support, product sustainabilit... more

Key Facts

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

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Recent Guests

Chris Smith
Founder and principal planner at SMI Financial Solutions
SMI Financial Solutions
Episode: Engine Room Podcast #92 - Chris Smith
Brett Wright
Founder and CEO of LifeBid and life insurance advice practitioner
LifeBid
Episode: Insurance Podcast #13 - LifeBid Launch
Matt Brown
CEO of Fortnum and Peerfest within the Entireti Group
Fortnum
Episode: Insurance Podcast #13 - LifeBid Launch
Vanessa Dobson
Co-founder of Insurtech Australia, reinsurance professional, and LifeBid advisory board member
Insurtech Australia
Episode: Insurance Podcast #13 - LifeBid Launch
George Collie
Founder of Panorama Wealth and creator of Unladen CRM
Panorama Wealth
Episode: Engine Room Podcast #91 - George Collie
Christine Cupitt
CEO of the Council of Australian Life Insurers
Council of Australian Life Insurers
Episode: Insurance Podcast #12 - Christine Cupitt
Phillip Alexander
Founder and executive director of Gill & Co Advisory
Gill & Co Advisory
Episode: Licensee Podcast Series #13 - Gill & Co Advisory
Josh Cratchley
CEO and founding partner of Walker Lane
Walker Lane
Episode: Licensee Podcast Series #12 - Walker Lane
David Hutchison
General Manager of Managed Portfolios and Investments at AMP
AMP
Episode: Investment Podcast #44 - Are Managed Accounts Reshaping the Advice Model?

Hosts

Andrew Rocks
Financial advice industry presenter and business owner
Ben Donald
Managing Director of Life Advice Partners and doctoral candidate in life insurance
Sarah Leslie
Aged-care and retirement planning adviser

Reviews

4.5 out of 5 stars from 82 ratings
  • Very indepth and very interesting

    Love it

    Podcast Addict
    5
    bree
    5 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
    Australia5 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
    Australia7 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
    Australia7 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
    Australia8 years ago

Listeners Say

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

The relaxed interview style is praised for combining practical insights, experience and conversational banter.
Practitioners appreciate ideas they can apply to their own advice businesses and professional development.
Content is praised more consistently than production, with an occasional complaint about audio quality.
Listeners value access to prominent Australian financial advice professionals and industry specialists.
Some listeners prefer focused one-on-one interviews over conversations with multiple industry voices.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Insurance Podcast #13 - LifeBid Launch
Q: What is the difference between traditional data feeds, screen scraping and LifeBid's integrations?
Brett Wright explains that traditional feeds send periodic files into adviser systems and can require substantial manual matching. Screen-scraping tools use adviser credentials to retrieve portal data, which can be delayed. LifeBid connects directly to insurers' policy administration systems, which Wright says provides more accurate and timely policy information.
Insurance Podcast #13 - LifeBid Launch
Q: What has happened to life insurance advice over the last five years?
Matt Brown says adviser participation has contracted as client acquisition costs, process inefficiencies and uncertain or declining revenue have made life insurance advice less viable for many businesses. Vanessa Dobson adds that ageing policy books, affordability pressures and changing family circumstances create further challenges, while noting recent optimism in the market.
Engine Room Podcast #92 - Chris Smith
Q: What did you learn from the GFC?
Smith says debt was easy and cheap, and advisers could borrow heavily to invest in products they might not understand. He recalls learning a valuable lesson about zero-coupon bonds and the effect of a falling market.
Engine Room Podcast #92 - Chris Smith
Q: What made you move from Storm Financial so quickly?
Smith became uncomfortable with a strategy in which clients borrowed to invest and used income from the borrowed money to service the loans. The explanation involving cash reserves did not convince him, so he decided the business was not for him.
Insurance Podcast #12 - Christine Cupitt
Q: Does CALI support the idea of a new class of advisers becoming available to advice practices?
CALI supports a level playing field so advice practices can use the new class of adviser, increasing Australians' access to life-insurance advice.

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?

Practical conversations for Australian financial advice professionals, covering the business, investment, insurance and regulatory issues that shape advice practices. Recurring series focus on licensee models and practice growth, life insurance and risk advice, investment approaches, and specialist areas such as aged care planning. Episodes generally pair a host with an adviser, industry executive, investment specialist or policy expert, using career stories and real practice examples alongside discussion of technical and commercial decisions. Andrew Rocks leads many of the practice and licensee conversations, while Ben Donald and Ben Nash host insurance and investment discussions, and Sarah Leslie guides the aged-care series. The emphasis ... more

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Which podcasts are similar to Ensombl Advice Australia?

These podcasts share a similar audience with Ensombl Advice Australia:

1. The ifa Show
2. The Money Puzzle
3. Chanticleer
4. The Money Café with Alan Kohler
5. Challenge the Standard in Financial Advice

How many episodes of Ensombl Advice Australia are there?

Ensombl Advice Australia launched 10 years ago and published 1210 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Ensombl Advice Australia?

Recent guests on Ensombl Advice Australia include:

1. Chris Smith
2. Brett Wright
3. Matt Brown
4. Vanessa Dobson
5. George Collie
6. Christine Cupitt
7. Phillip Alexander
8. Josh Cratchley

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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