Shows
The SUPERmen PodcastEpisode 35 - Making the Complex Seem Simple — James Wrigley on TikTok, Trust, and Tackling the $3 Million CapIn this episode of the Supermen Podcast, we’re joined by James Wrigley — a seasoned financial planner with two decades of experience and a surprising knack for connecting with thousands on TikTok.We dig into James’ evolution as a trusted voice in financial advice, how he uses social media to build genuine connections (not followers), and the battle against fake accounts misusing his name. This isn’t just a conversation about content — we tackle real issues: the complexity of retirement planning, the controversial $3 million super cap, and the emotional toll of navigating these conversations with clients.J...2025-05-1539 min
Ensombl Advice Australia#483 James WrigleyJames discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory team by introducing new advisers and maintaining high service standards. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: https://firstfinancial.com.au/ James' previous episode: https://ensombl.com/podcasts/434/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https...2025-03-1930 min
Powered by FranchisingFunding Your Franchise Dream: Insights from Jonathon Kollra at First Financial💡 Franchising has the power to change lives through successful business ownership! In today’s episode of Powered by Franchising, Jonathon Kollra from First Financial shares how their financing solutions—ranging from SBA Loans, Equipment Leasing, and 401k Roll-overs to Business Acquisition and Working Capital Loans—help aspiring entrepreneurs take the leap.
🚀 Hear real success stories, learn about the SBA Express Loan, and get expert advice on moving forward with confidence in 2025!
Tune in now and let’s get your business funded! 🎧✨
#PoweredByFranchising #FranchiseFunding #FirstFinancial #Entrepreneurship #SBAExpressLoan #BusinessLoans #FranchiseSuccess #FundingYourDream #SmallBusinessFinance #FranchiseOwnership2025-02-1200 min
Powered by FranchisingFunding Your Franchise Dream: Insights from Jonathon Kollra at First Financial💡 Franchising has the power to change lives through successful business ownership! In today’s episode of Powered by Franchising, Jonathon Kollra from First Financial shares how their financing solutions—ranging from SBA Loans, Equipment Leasing, and 401k Roll-overs to Business Acquisition and Working Capital Loans—help aspiring entrepreneurs take the leap.🚀 Hear real success stories, learn about the SBA Express Loan, and get expert advice on moving forward with confidence in 2025!Tune in now and let’s get your business funded! 🎧✨#PoweredByFranchising #FranchiseFunding #FirstFinancial #Entrepreneurship #SBAExpressLoan #BusinessLoans #FranchiseSuccess #F...2025-02-1225 min
Business Innovators RadioGreg Welborn, Principal with First Financial ConsultingGreg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests.A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in the...2024-10-0123 min
Ensombl Advice Australia#441 Joel Gleeson and Paul CupicIn 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: https://www.linkedin.com/in/joel-gleeson-795436114/ Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/ First Financial Website: https://firstfinancial.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418 Join the Ensombl platform: App Store: http://www...2024-04-1726 min
Ensombl Advice Australia#434 James WrigleyThis 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.instagram.com/iamjameswrigley/ First Financial Website: http://www.firstfinancial.com.au/ Learn more about Macquarie ETFs and explore educational materials at https://ensombl.com/go/20240229 Join the Ensombl platform: App Store: http://www.ensombl.com/apple...2024-02-2830 min
Ensombl Advice Australia#401 Julian Manning and Joel GleesonIn this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing careers in financial advice and the professional year. Julian Manning LinkedIn: https://www.linkedin.com/in/julian-manning-6360b71a0/ Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ First Financial Website: https://firstfinancial.com.au/ This episode is proudly sponsored by Capital Group. https://ensombl.com/go/20230615 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/2023-06-1430 min
Self-Improvement Atlas: The Personal Science Insights PodcastGavin Colosimo, CFP®: How to Manage Expenses During the Retirement Period | Self-improvement Atlas #27On this episode of Self-Improvement Atlas, we are joined by Gavin Colosimo, CFP®, a highly experienced senior financial advisor at First Financial, based in Melbourne, Australia. With nearly two decades of expertise in the financial planning industry, Gavin specializes in areas such as SMSF, retirement planning, and aged care advice. Drawing upon his extensive professional background and personal experiences, he offers his clients a straightforward and down-to-earth approach to financial planning.
In this episode, Gavin provides invaluable best practices for managing expenses during the retirement period. He emphasizes the critical importance of considering expenses when planning for r...2023-06-0940 minSelf-Improvement Atlas: The Personal Science Insights PodcastGavin Colosimo, CFP®: How to Manage Expenses During the Retirement Period | Self-improvement Atlas #27On this episode of Self-Improvement Atlas, we are joined by Gavin Colosimo, CFP®, a highly experienced senior financial advisor at First Financial, based in Melbourne, Australia. With nearly two decades of expertise in the financial planning industry, Gavin specializes in areas such as SMSF, retirement planning, and aged care advice. Drawing upon his extensive professional background and personal experiences, he offers his clients a straightforward and down-to-earth approach to financial planning.
In this episode, Gavin provides invaluable best practices for managing expenses during the retirement period. He emphasizes the critical importance of considering expenses when planning for r...2023-06-0940 min
Ensombl Advice Australia#282 James WrigleyJames is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he's learned around building a great team, and how he's using TikTok to bring in new clients. James Wrigley XY: https://www1.xyadviser.com/members/2920075 LinkedIn: https://www.linkedin.com/in/james-wrigley/ First Financial Website: https://firstfinancial.com.au/ This presentation is proudly brought to you by Holon. Visit us at www.holon.investments or follow us on LinkedIn. Invest different, with Holon. Join the XY platform: App Store: http://co.xyadviser.com/xyistore...2022-02-0739 min
Ensombl Advice Australia#190 James WrigleyJames is a financial adviser with a prolific video creation strategy. He drops by to share about the difficulties and the benefits of providing content for ideal clients. James Wrigley XY: https://www1.xyadviser.com/members/2920075 First Financial Website: https://firstfinancial.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/2020-07-1444 min
The AlignWomen Podcast015: Sharing the Gift of Financial Knowledge - Linda NeuenburgLinda is an advisor with First Financial Consulting in Pasadena, California, and is a Certified Financial Planner™ and Certified Public Accountant with 20+ years’ experience. She has a passion for teaching and encouraging individuals and families to understand their financial situation, and for helping them leverage that understanding into a more successful financial future. Episode Sponsor: Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.What you will learn from this episode:What m...2020-05-0623 min