Your Advice Toolkit #1 - Ensombl Advice Australia

What this episode covers

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 relationship and what advisors can do to strengthen this. Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/ David Haintz LinkedIn: https://www.linkedin.com/in/davidhaintz/ Merchant Website: https://www.merchantim.com/ Global Adviser Alpha Website: https://www.globaladviseralpha.com/ SPIVA: https://www.spglobal.com/spdji/en/research-insights/spiva/ DALBAR: https://www.dalbar.com/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 48 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on January 30, 2024.

What is this episode about?

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...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.