Ensombl Advice Australia Podcast
1) 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 Financial Planning. They discuss the growth and structure of their practices, while sharing ...Show More
2) AdviceTech Podcast #146 - Vinyl
This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an AI meeting assistant designed for accountants and ...Show More
3) #506 Aayush Sharma
Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his experiences as a migrant, his professional growth, comm...Show More
4) Engine Room Podcast #70 - Elliot Watson
This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team culture, and future growth plans of his diversified planning practice, alon...Show More
5) AdviceTech Podcast #145 - AdviceOps
This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enabling...Show More
6) #505 Rob Chertok
Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career journey, the growth and client focus of Acuity Wealth, financial planning strategies for hig...Show More
7) Engine Room Podcast #69 - David Carney
In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss his journey from planner to business leader, and his lessons in business growth, outsourcing, ...Show More
8) AdviceTech Podcast #144 - tap'd
In this episode, Pat speaks with Kate Fellows, Founder of tap'd (the Advice Professionals' Directory). They discuss the platform's mission to connect advisers with service providers, enhance efficienc...Show More
9) #504 Dean Southern
Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR and operations into financial advice, and what advice he has for others considering a similar path...Show More
10) Engine Room Podcast #68 - Mitch Ramsbotham
In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch discusses the rapid growth, strategic evolution, and operational transformation of Coas...Show More