#389 Paul Dunn
Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …
#388 Chris Bates and Craig Bigelow
In this week’s episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. …
#387 James Whelan
James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, …
#386 Lucian Russ
Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey …
#385 Rachel O’Connor
Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat …
#384 Barry LaValley
Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into …
#383 David Rae
David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact …
#382 Chris Dale
Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of …
#381 Ryan King
Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about …
#380 Emily Jenkins
Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring …
#379 Daniel Testa
Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being …
#378 Jess Brady
Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. …
#377 Warren Strybosch
Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into …
#375 Chris Morcom
Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transfering …
#376 Peita Diamantidis
Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins …
#374 Andrew Rocks
Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He …
#373 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of …
#372 Chris Booth
Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the …
#371 Cara Brett
Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about …
#370 Cara Graham
Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, …
#369 Justin Hooper
Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to …
#368 Rebecca Pritchard
Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her …
#367 Creina Lister
Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, …
#366 Matt Hale
Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an …
#365 Tamar Balkin
Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can …
#364 Vince Scully
Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss …
#363 Carlii Lyon
Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using …
#362 Morgan Hayward
When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning …
#361 Briony Benjamin
Briony is a Motivational Keynote Speaker and author of “Life Is Tough But So Are You”. She and …
#360 Kristian Zuza
Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he …
#359 Charlie Fraser
Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of …
#358 Vanessa Stoykov
Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her …
#357 Felicity Cooper
Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how …
#356 Troy Theobald
Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to …
#355 Dawn Thomas
Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, …
#353 Adam Morse
Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component …
#352 James Baird
James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing …
#351 Andrew Hewison
Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he’s …
#350 Nathan Fradley
Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of …
#349 Paul Nicol
Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive …
#348 Ian Byrne
Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He …
#347 Olivia Kruimel
Olivia is the Managing Editor – news & analysis at Mumbrella. She joins Jess to talk about becoming …
#346 Martin McGrath
Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal …
#345 Natalie Yan-Chatonsky
Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess …
The Art of Trust #3
In this episode we discuss the importance of reliability when it comes to building trust with clients.
#344 Josh Dalton
Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest …