This week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers.

Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1
Ensombl CPD: https://ensombl.com/cpd/

A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228

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Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an educational platform to serve the Indigenous community, and the challenges and opportunities she faces in building her business and making a difference.

Lisa Voysey LinkedIn: https://www.linkedin.com/in/lisa-voysey-4b591b25/
Roberts Financial Foundation Website: https://www.robertsfinancialfoundation.com.au/

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In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future roadmap, with a focus on its comprehensive investment reporting and analytics platform.

Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/
Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/
Sharesight Website: https://www.sharesight.com/au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client's situation and providing realistic advice tailored to their needs.

Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/
Three Kings Website: https://www.threekings.com.au/

Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/

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Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry into financial planning to building a successful practice focused on client experience, global team management, and sustainable growth.

Avondale Wealth Website: https://www.avondalewealth.com.au/
Fortnum: https://fortnum.com.au/

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This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino".

Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/
Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240712

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Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression.

Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/
UNICA Wealth Website: https://unicawealth.com.au/
Filenote.ai Website: https://www.filenote.ai/

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This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs.

Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/
Bonjoro Website: https://www.bonjoro.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.

Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/
Tribeca Financial Website: https://www.tribecafinancial.com.au/

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Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.

Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/
Collins SBA Website: https://www.collinssba.com.au/
PRISM: https://public.prismbrainmapping.com/
Peloton Partners: https://www.pelotonpartners.com.au/
Workato: https://www.workato.com/

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In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features.

Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/
Finura Group Website: https://finuragroup.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency.

Laura Kelly LinkedIn: https://www.linkedin.com/in/laura-kelly-aa9a77147/
Securinvest Financial Group Website: https://sifs.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240627

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In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being.

Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/
Perera Crowther Financial Services Website: https://www.pereracrowther.com.au/
Russell Collins: https://rics.com.au/about/russell-collins/
FAAA Website: https://faaa.au/
Jim Collins Hedgehog Concept: https://www.jimcollins.com/article_topics/articles/hedgehog-concept-business-sectors.html

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Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to client engagement that goes beyond just technical advice.

Manisha Bhudia LinkedIn: https://www.linkedin.com/in/manishabhudia/
Ultimum Financial Website: https://ultimumfinancial.com/

moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250123

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In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement.

Jacqueline Barton LinkedIn: https://www.linkedin.com/in/jacqueline-barton/
Simply Advice Websites: https://advicewebsites.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work and knowledge sharing.

Phil Thompson LinkedIn: https://www.linkedin.com/in/philjthommo/
Skye Wealth Website: https://www.skye.com.au/

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In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting.

Sandra Miller LinkedIn: https://www.linkedin.com/in/sandra-miller-58509a1/
Halstead Financial Services Website: https://halsteadfs.com.au/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/

To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.

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In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised outreach and education.

Iain Jeffery LinkedIn: https://www.linkedin.com/in/iain-jeffery-43414214/
Wealthpoint Financial Planning Website: https://www.wealthpointfp.com.au/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/

To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.

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In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes.

Adam French LinkedIn: https://www.linkedin.com/in/adampaulfrench/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/

To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.

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In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages.

Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/

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In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and knowledge in the industry.

Iain Rogers LinkedIn: https://www.linkedin.com/in/iainrog/
Nestworth Website: https://nestworth.com.au/

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In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new paths to homeownership, and our experts explore these new options – the benefits and potential pitfalls, as well as access paths for investors.

Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/
Jessica Ellerm LinkedIn: https://www.linkedin.com/in/jessicaellerm/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240617

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This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time.

Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/
LivePreso Website: https://www.livepreso.com/advice
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships.

Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/
Unite Wealth Website: https://unitewealth.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240613

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To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he is focused on strategy, transformation, and supporting financial advice practices through initiatives like the Growth Collective. He and Andrew discuss the value of personality profiling and the need for advisors to differentiate themselves, and the importance of transparency and collaboration between platforms and advisors for effective business growth.

Mike Way LinkedIn: https://www.linkedin.com/in/mikeway/
AMP Website: https://www.amp.com.au/
Roger Martin "Playing to Win": https://www.youtube.com/watch?v=3vAIur-N8gM
Lippitt-Knoster Model: https://www.walkme.com/blog/managing-complex-change/
CliftonStrengths personality profiling tool: https://www.gallup.com/cliftonstrengths/en/252137/home.aspx

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20250121/

Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20250121/

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In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their  practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life.

Jerry Kalogeropoulos LinkedIn: https://www.linkedin.com/in/jerrykalogeropoulos/
Philip Taaffe LinkedIn: https://www.linkedin.com/in/philip-taaffe/
Aptium Website: https://www.aptium.com.au/
Monday.com Website: https://monday.com/

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This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes.

Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/
Retrac Website: https://www.retrac.com.au/
Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale.

Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/
Akambo Financial Group Website: https://www.akambofg.com/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240606

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Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values.

Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/
Rekab Advice Website: https://rekabadvice.com.au/
Centsability Podcast: https://centsability.net.au/podcast/
FAAA Website: https://faaa.au/
The Equanimity Project: https://theequanimityproject.org/

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In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240603

Our research highlights strategies you can implement now into your practice to combat longevity risk: https://ensombl.com/go/2-20240603

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In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy.

Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/
Complete Wealth Website: https://completewealth.com.au/
Platformplus Website: https://platformplusams.com.au/
Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163
Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a solo planning practice, the role of financial planners in divorce and estate planning, and various marketing strategies for reaching and engaging with their target audience.

Jordan Vaka LinkedIn: https://www.linkedin.com/in/jordan-vaka/
PlanningSolo Website: https://www.planningsolo.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240530

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In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he created FinTalkr, and the key ways it can help improve advisor productivity and compliance by automating the analysis and organisation of voice data from client meetings in real-time.

James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/
FinTalkr Website: https://fintalkr.com/
German military discussions tapped: https://www.ft.com/content/6effcf4d-c93e-42f4-96ae-20a0fd9e0c44
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss his experience growing his advice business focused on medical professionals through conference marketing, building client relationships, providing risk management advice, and his plans to expand operations and events.

Stephen Price LinkedIn: https://www.linkedin.com/in/stephenkprice/
Integer Financial Group Website: https://www.integerfg.com.au/
Leveraged MD Website: https://www.leveragedmd.com.au/

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This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, to discuss the new but rapidly growing active ETF sector. Pigeonholed by many as simply the low-cost, passively managed building blocks of portfolios, the ETF sector is now a hotbed of innovation, with a rapidly growing range of solutions coming to market offering investors the return smoothing benefits of active management while opening access to highly investable thematics. This episode will give listeners a comprehensive overview of the sector, including options available, and sector dynamics.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/
Blair Hannon LinkedIn: https://www.linkedin.com/in/blairhannon/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240520

Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/2-20240520

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In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare,  everything goes under the spotlight.

Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/
Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216

First Sentier Investors. Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/2-20241216

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This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses transform digitally through custom software development leveraging low-code platforms, active listening, and working prototypes to drive growth and "stickiness".

Martin Cooperwaite LinkedIn: https://www.linkedin.com/in/martincooperwaite/
Kiandra Website: https://www.kiandra.com.au/
Working Prototype Initiative: https://www.kiandra.com.au/working-prototype
Notud: https://www.notud.com/financialplanners
OpenAIs GPT-4o: https://openai.com/index/hello-gpt-4o/

A world of engagement awaits you at Netwealth. 

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Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into financial planning, the professional year program, and the implementation of AI for efficient client meetings.

Anthony McInnes LinkedIn: https://www.linkedin.com/in/anthonymcinnes/
Absolute Wealth Advisers Website: https://www.absolute.sydney/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240516

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In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk about what the advisor and practice of the future might look like, the importance of understanding clients' needs, building trust, and offering tailored solutions.

Elizabeth Koehler LinkedIn: https://www.linkedin.com/in/elizabeth-koehler-cfa-757b63/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/

For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515

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In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. They discuss the challenges of balancing work and personal responsibilities, and strategies for attracting and retaining more women in the financial planning industry.

Keryn Batsilas LinkedIn: https://www.linkedin.com/in/keryn-batsilas-ylmm/
Your Life and Money Matters Website: https://www.yourlifeandmoneymatters.com/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/

For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515

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In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how you can get your practice to efficiently adopt change, and helping clients discover their purpose and live financially well through a holistic planning approach.

Devan King LinkedIn: https://www.linkedin.com/in/devan-king/
Ikigai Wealth Website: https://ikigaiwealth.com.au/
Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/

For more information on practice management, please reach out to your BlackRock Relationship Manager or visit https://ensombl.com/go/20240515

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In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast to give an update on RetireMap, and how it can help advisors efficiently create complex retirement plans and scenarios to better engage clients.

Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/
Retiremap Website: https://retiremap.com.au/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited.

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Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry.

Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/
Angel Advisory Website: https://www.angeladvisory.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509

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With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation methods, and the role it can play within a portfolio.

Ameya Hattangadi LinkedIn: https://www.linkedin.com/in/ameya-hattangadi-cfa-58358615/
Pete Robinson LinkedIn: https://www.linkedin.com/in/pete-robinson-2b70069/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240506

This episode is proudly sponsored by Challenger https://ensombl.com/go/2-20240506

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This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience.

Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/
MOAS Website: https://moasapp.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240503

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Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction.

Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/
Crisp Communications Co Website: https://crispcomms.co
Creativity: Uncovered podcast: https://crispcomms.co/creativity-uncovered 

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240502

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In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency.

Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/
BePrepared Website: https://www.bepreparedapp.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213

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In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing.

Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact.

Justin Medcalf LinkedIn: https://www.linkedin.com/in/justinmedcalf/
Ethinvest Website: https://www.ethinvest.com.au/justinmedcalf
Tim Fitzpatrick LinkedIn: https://www.linkedin.com/in/tim-fitzpatrick-50ab6b25/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers.

James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/
JustInvest Financial Planning Website: https://www.justinvest.net.au/
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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