Best Fromthetrenches Podcasts (2024)

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Engine Room Podcast #34 - Unpacked 1:02:18

5h ago1:02:18

1:02:18

In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock…

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Investment Podcast #9 - Fixed Income: Innefficiencies and Duration 48:38

12h ago48:38

48:38

In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the …

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AdviceTech Podcast #79 - MoneyMind Profile 37:55

9h ago37:55

37:55

This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drk…

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#441 Joel Gleeson and Paul Cupic 26:08

1d ago26:08

26:08

In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year. Joel Gleeson LinkedIn: h…

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Engine Room Podcast #33 - Thabojan Rasiah 1:18:13

3d ago1:18:13

1:18:13

Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at Finito. He and Andrew talk through his journey in financial advice, and his values-based approach to client service, strategies for scaling an advisory business through effective team leadership and technology, and visions for the future…

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AdviceTech Podcast #78 - Content Snare 42:25

7d ago42:25

42:25

This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to simplify data collection and document management for advice practices by reducing email back-and-forth and enabling features like automated workflows, AI-powered requests, and integrations with common tools. James Rose LinkedIn: https://www…

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#440 Tom McDonald 48:08

8d ago48:08

48:08

Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going down seperate career paths. They discuss the evolution of financial planning practices, blockchain technology and its potential impact on the finance industry, and the current state of AI in business. Tom McDonald LinkedIn: https://www.li…

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Engine Room Podcast #32 - Drew Meredith 1:01:09

10d ago1:01:09

1:01:09

Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, a financial advice firm focused on retirement planning, and how they utilise technology, team management, and their people-first culture to scale their operations. Drew Meredith LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ Wattle …

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AdviceTech Podcast #77 - FinMate AI 39:30

14d ago39:30

39:30

This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker for financial advisors, born from Daniel's own experience as an advisor and the challenges he faced in note-taking and documentation. They also cover the security of AI transcription products, the benefits of using a financial planning-specific tool,…

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#439 Jackson Millan 36:17

15d ago36:17

36:17

Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James explore how he built a multi-disciplinary business focused on helping business owners optimise cash flow and create wealth through strategic business and financial planning advice. Jackson Millan LinkedIn: https://www.linkedin.com/in/jackson-millan-th…

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Engine Room Podcast #31 - Ben Calder and Ivana Sanzari 59:50

18d ago59:50

59:50

In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community. Calder Wealth Management Website: https://www.calderwm.com.au Ben Calder LinkedIn…

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AdviceTech Podcast #76 - Softphone & Telecomms Special 39:38

21d ago39:38

39:38

In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through consolidating platforms, leveraging AI for customer service, and evaluating providers that offer flexibility and open integrations. Michael Newman LinkedIn: https://www.linkedin.com/in/michael-newman-telecom/ T…

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#438 Nathan Fradley 35:28

23d ago35:28

35:28

This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors. Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88…

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Great Wealth Transfer #1 40:11

24d ago40:11

40:11

In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry Mantzouratos, Chairman and Director at Much More Than Money. The discuss how cultural and generational differences impact the mindset of clients, nest egg mentality, inheritance approaches for high net worth families, and preferences amon…

1
Great Wealth Transfer #2 36:28

24d ago36:28

36:28

Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this. Lukasz de Pourbaix LinkedIn: https:…

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Great Wealth Transfer #3 41:53

27d ago41:53

41:53

In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Tanya Carlson, Financial Adviser at Amplify Wealth Management. They talk about the opportunities for financial planners to play a key role in generational wealth transfer and estate planning by collaborating with clients and lawy…

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Great Wealth Transfer #4 44:32

27d ago44:32

44:32

In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam Devadason, Actuary, Founder and Director of Precision Financial. They look at the role of wealth transference in preserving family values, how family units have evolved over the years, and how advisors can engage all members to ensure a…

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Engine Room Podcast #30 - Andrew and Jacqui Sherlock 59:03

28d ago59:03

59:03

In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their co…

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AdviceTech Podcast #75 - Upworth 53:45

1M ago53:45

53:45

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future. Alex Chavotier LinkedIn: https://www.linke…

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#437 Kiera Brown 35:14

1M ago35:14

35:14

Kiera is the Director of FS Recruitment Solutions. She and James talk about the current state of recruitment in the financial planning industry, along with the challenges in hiring different roles and retaining employees. Kiera Brown LinkedIn: https://www.linkedin.com/in/kiera-brown/ FS Recruitment Solutions Website: https://fsrecruitmentsolutions.…

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AdviceTech Podcast #74 - Engagement Hub 28:37

1M ago28:37

28:37

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre. Martin Morris LinkedIn: https://w…

1
#436 Baz Gardner 39:55

1M ago39:55

39:55

Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, personal growth, and the importance of recognising and owning your value as an advisor. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/ Learn more about Macquarie ETFs a…

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AdviceTech Podcast #73 - Workato 44:02

2M ago44:02

44:02

This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato's low-code no-code automation and AI capabilities can help businesses streamline processes, improve compliance and efficiency, and empower users to build complex workflows and integrations without coding. Luke Modlmayr LinkedIn: https://www.link…

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#435 James Rawlings 31:30

2M ago31:30

31:30

James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey from leaving the banking industry to starting his own planning firm, and his focuses on providing traditional advice and investment management services to retirees while organically growing his team. James Rawlings LinkedIn: https://www.linkedin.…

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AdviceTech Podcast #72 - Tech Stacks 1:21:15

2M ago1:21:15

1:21:15

In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices. Patrick Gardner LinkedIn: https://www.linkedin…

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#434 James Wrigley 30:08

2M ago30:08

30:08

This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on social media platforms to build trust with potential clients and generate a high volume of inquiries. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www…

1
AdviceTech Podcast #71 - Capital Preferences 1:01:36

2M ago1:01:36

1:01:36

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about behavioural science and how advisers can use it within risk profiling to deeply understand clients. The Capital Preferences risk profiler is modern, interactive, ethical and was developed by world leading behavioural economists. Peita and the guy…

1
#433 Tim Lane 35:28

2M ago35:28

35:28

Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, including methods of valuing businesses, financing acquisitions, and cultural fit considerations in mergers and acquisitions. Tim Lane LinkedIn: https://www.linkedin.com/in/tim-lane-3513719/ FinConnect Advisory Group Website: https://www…

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AdviceTech Podcast #70 - SuitabilityHub 58:56

2M ago58:56

58:56

This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the cloud-based research software that aims to help advisors to research and select investment platforms and products that best match their clients' needs, values, and preferences. Suitability Hub Website: https://www.suitabilityhub.com/ Rece…

1
#432 Nicole Gardner 28:13

2M ago28:13

28:13

Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started her solo practice and using Tiktok for lead generation. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/ For more information on Franklin Templet…

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Your Next Client is You #1 1:15:25

2M ago1:15:25

1:15:25

In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client exp…

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Your Next Client is You #2 1:00:42

2M ago1:00:42

1:00:42

In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and Scientiam, and Jamie Ardern from Kofkin Bond & Co. They discuss the benefits of introducing tech solutions into your business, along with the potential dangers of over relying on new software and not doing enough research. Andrew Grin…

1
Your Next Client is You #3 57:50

2M ago57:50

57:50

In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over aesthetics. Andrew Grinsell LinkedIn: https://www.link…

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Your Next Client is You #4 1:09:34

2M ago1:09:34

1:09:34

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, including the challenges around data migration, change management, involving clients, and ongoing support. Andrew Grinsell LinkedIn: https://www.linkedin.com/in/cooeewealthandrewgrinsell Cooee Wealth Partners Website: https://w…

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Your Next Client is You #5 1:00:20

2M ago1:00:20

1:00:20

In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making. Andrew Grinsell LinkedI…

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Investment Podcast #8 - Contrarian Investing 37:54

2M ago37:54

37:54

In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston from Orbis Investments, and Morningstar’s Ryan Murphy. Our experts discuss the behavioural theories underpinning contrarian investing and its performance characteristics during different market cycles. The processes used by contrarian inves…

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AdviceTech Podcast #69 - Feature: Advisors and AI 1:10:59

2M ago1:10:59

1:10:59

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan Bowman, Partner at Cameron Harrison. They take a look at Netwealth's "Humans and Machines" Report and discuss their insights on how financial advisors are leveraging AI to streamline business operations, enhance the client experience, and empo…

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#431 Coral Wilkinson 34:05

2M ago34:05

34:05

Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how advisors can work together with aged care navigators to help clients better navigate Australia's complex aged care system and access support programs that can keep older loved-ones independent at home for longer. Coral Wilkinson LinkedIn: https://www.link…

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AdviceTech Podcast #68 - Tanngo 41:39

3M ago41:39

41:39

In today's episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the support platform, its various features, and how it can be used to help in connecting with advisors, paraplanners and admin assistants. Tanngo Website: https://tanngo.com.au Melanie Drago LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a…

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#430 Ash McAuliffe 39:14

3M ago39:14

39:14

Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various roles in the financial advice industry to his current role, where he helps clients with superannuation, insurance, and investments while working remotely from home. Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/ True Wealth We…

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Your Advice Toolkit #1 48:17

3M ago48:17

48:17

In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relations…

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Your Advice Toolkit #2 51:40

3M ago51:40

51:40

In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals. David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/ Bre…

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Your Advice Toolkit #3 46:53

3M ago46:53

46:53

In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with market turmoil, and the ways advisors can guide clients through this. Kelsey Dent LinkedIn: https://www.linkedin.com/in/kelsey-dent-b241a5182/ Teneale Laister LinkedIn: https://www.linkedin.com/in/teneale-laister-4a3a3850/ Alman Partne…

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Your Advice Toolkit #4 51:05

3M ago51:05

51:05

In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors. They discuss improving client relationships through security, peace of mind, and understanding their personal situation. Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/ Brendon Vade LinkedIn: ht…

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Investment Podcast #7 - Navigating Portfolios Through Cycles 43:03

3M ago43:03

43:03

In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of Mason Stevens to navigate a way through the current economic cycle. With rapid interest rate increases failing to quell economic activity as anticipated, our experts look at how market expectations are being reset and the implications for differen…

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AdviceTech Podcast #67 - Padua Update 53:21

3M ago53:21

53:21

In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives an update on the Padua software and website since their last appearance on the podcast, and preview what's in store for the future. Padua Website: https://www.paduasolutions.com/ Anne-Marie Esler LinkedIn: https://www.linkedin.com/in/an…

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#429 Kris Chapman 37:56

3M ago37:56

37:56

Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist to financial advisor and his plans to continue growing his client base and team as the head of McQueen Group's Brisbane office. Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/ McQueen Group Website: https://www.mcqueeng…

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AdviceTech Podcast #66 - Feature: AI and Netwealth 1:00:05

3M ago1:00:05

1:00:05

This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients. Netwealth's Advicetech page: https://www.netwealth.co…

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#428 John Manserra 29:38

3M ago29:38

29:38

John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started Apex Advice, the team he's built, and why he decided to target younger accumulator clients with an ongoing engagement model rather than focusing on one-off advice. John Manserra LinkedIn: https://www.linkedin.com/in/john-manserra/ Apex Advice Websi…

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Investment Podcast #6 - Bonds 40:04

3M ago40:04

40:04

Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor questions about fixed income. Following the tumult of 2022, our experts explore whether the big bond market reset is over, pondering the role for bonds in growth portfolios, the benefits of active fixed income management, and how to give client…

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