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Ensombl

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linkhttp://www.ensombl.com calendar_today18-08-2014 05:07:06

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This week's Ensombl Podcast episodes AdviceTech Podcast #133 – Claras.ai Update - ensombl.com/podcasts/advic… This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note

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This week's Ensombl Sunday Session with the latest updates ensombl.com/go/sundaysessi… Here's what you'll find: - An article exploring how ‘hyper-personalising’ advice to individual life stages and personal aspirations enhances client engagement and strengthens loyalty. - Insights

This week's Ensombl Sunday Session with the latest updates

ensombl.com/go/sundaysessi…

Here's what you'll find:

- An article exploring how ‘hyper-personalising’ advice to individual life stages and personal aspirations enhances client engagement and strengthens loyalty.
- Insights
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This week's Ensombl Podcast episodes AdviceTech Podcast #134 – ProductRex Update - ensombl.com/podcasts/advic… This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new features and benefits, the SMA Reporting Standard, AI

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This week's Ensombl Sunday Session with the latest updates ensombl.com/go/sundaysessi… Here's what you'll find: - Our latest Growth Hack clip explores how trust, accountability, and team alignment within an advice business created a client experience that fuels ongoing referrals.

This week's Ensombl Sunday Session with the latest updates

ensombl.com/go/sundaysessi…

Here's what you'll find:

- Our latest Growth Hack clip explores how trust, accountability, and team alignment within an advice business created a client experience that fuels ongoing referrals.
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Engine Room Podcast #67 – Nathan Jacobsen - ensombl.com/podcasts/engin… In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology,

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In this article, Netwealth's Andrew Braun explores how proactive communication is foundational to enduring client relationships. Drawing on new Netwealth research, he explains how setting expectations early, sending regular updates, and providing reassurance beyond performance

In this article, Netwealth's Andrew Braun explores how proactive communication is foundational to enduring client relationships. Drawing on new Netwealth research, he explains how setting expectations early, sending regular updates, and providing reassurance beyond performance
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This week's Ensombl Podcast episodes AdviceTech Podcast #135 – Otivo Update - ensombl.com/podcasts/advic… In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice

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This week's Ensombl Sunday Session with the latest updates ensombl.com/go/sundaysessi… Here's what you'll find: - An article explores the proven link between proactive communication and client loyalty -Ten bite-sized tech demos - the fastest way to understand the latest AdviceTech

This week's Ensombl Sunday Session with the latest updates

ensombl.com/go/sundaysessi…

Here's what you'll find:

- An article explores the proven link between proactive communication and client loyalty
-Ten bite-sized tech demos - the fastest way to understand the latest AdviceTech
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Investment Podcast #24 – Quarterly Update - ensombl.com/podcasts/inves… Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private

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This week's Ensombl Podcast episodes AdviceTech Podcast #136 – Practice Connections - ensombl.com/podcasts/advic… This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption,

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This week's Ensombl Sunday Session with the latest updates ensombl.com/go/sundaysessi… Here's what you'll find: - The latest business valuation guide shines a spotlight on current practice value trends - Adviser insights on how refining your pricing model can be a

This week's Ensombl Sunday Session with the latest updates

ensombl.com/go/sundaysessi…

Here's what you'll find:

- The latest business valuation guide shines a spotlight on current practice value trends
- Adviser insights on how refining your pricing model can be a
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“We’ve had missiles, market mayhem… and now a peace treaty.” The last few months have been a rollercoaster in investment markets and over that period, Neil Rogan from Russell Investments has been helping our members keep on top of it all. His weekly chats - with experts from

“We’ve had missiles, market mayhem… and now a peace treaty.”

The last few months have been a rollercoaster in investment markets and over that period, Neil Rogan from Russell Investments has been helping our members keep on top of it all. His weekly chats - with experts from
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Register: 30 October 2025 The Ensombl All Licensee PD Day is back. Wrap up your year with the industry’s most efficient CPD event — fresh content, expert speakers, and a virtual event that is zero cost for Ensombl members. There’s also an in-person option in Sydney. Spots

Register: 30 October 2025
 
The Ensombl All Licensee PD Day is back. 
 
Wrap up your year with the industry’s most efficient CPD event — fresh content, expert speakers, and a virtual event that is zero cost for Ensombl members. There’s also an in-person option in Sydney. 
 
Spots
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In this article, Felipe Araujo (Generation Life) explores how the proposed Division 296 tax - targeting superannuation balances over $3 million - is prompting high-net-worth Australians to reassess their wealth strategies. Araujo puts Investment bonds under the microscope, a

In this article, Felipe Araujo (Generation Life) explores how the proposed Division 296 tax - targeting superannuation balances over $3 million - is prompting high-net-worth Australians to reassess their wealth strategies. Araujo puts Investment bonds under the microscope, a
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This week's Ensombl Podcast episodes AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks - ensombl.com/podcasts/advic… This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using

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This week's Ensombl Sunday Session with the latest updates ensombl.com/go/sundaysessi… Here's what you'll find: - An article exploring how the proposed Division 296 tax - targeting superannuation balances over $3 million - is prompting high-net-worth Australians to reassess their

This week's Ensombl Sunday Session with the latest updates

ensombl.com/go/sundaysessi…

Here's what you'll find:

- An article exploring how the proposed Division 296 tax - targeting superannuation balances over $3 million - is prompting high-net-worth Australians to reassess their
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Investment Podcast #25 – Risk Targeted Investing - ensombl.com/podcasts/inves… What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession

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This week's Ensombl Podcast episodes Investment Podcast #25 – Risk Targeted Investing - ensombl.com/podcasts/inves… What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset

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This week's Ensombl Sunday Session with the latest updates ensombl.com/go/sundaysessi… Here's what you'll find: - Register for the All Licensee PD Day on 30th October. - Peita Diamantidis is calling for Expressions of Interest in a hands-on workshop to reimagine the retirement

This week's Ensombl Sunday Session with the latest updates

ensombl.com/go/sundaysessi…

Here's what you'll find:

- Register for the All Licensee PD Day on 30th October.
- Peita Diamantidis is calling for Expressions of Interest in a hands-on workshop to reimagine the retirement
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Ensombl All Licensee PD Day | Thursday 30 October Registrations are already rolling in for our eighth All Licensee PD Day. Why the buzz? Because advisers know this event is the most time-efficient way to earn CPD hours while staying sharp on the latest thinking in portfolio

Ensombl All Licensee PD Day | Thursday 30 October
Registrations are already rolling in for our eighth All Licensee PD Day.
 
Why the buzz? Because advisers know this event is the most time-efficient way to earn CPD hours while staying sharp on the latest thinking in portfolio