In this episode we talk about Tech Stacks – the before, during and after of the client experience, client portals and security.
Visit Netwealth to learn more about how they can support your advice and wealth business .
Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY
Patrick Flynn Website
Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY
Caboodle Financial Services Website
James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY
KMD Financial Website
Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn
TWD Website
Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin
Netwealth Website
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You can get a transcript of this podcast here
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Tech Trends Series #1
In this episode we talk about Tech Stacks – the before, during and after of the client experience, …
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Tech Trends Series #2
In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, …
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Tech Trends Series #3
In this installment we focus in on content marketing, and how it’s become a huge part of the …
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Tech Trends Series #4
In this episode we’re talking about how advisers are using innovation and technology as a part of their …
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Tech Trends Series #5
In this final installment we talk about the evolution of technology and what the future may hold.
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Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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AdviceTech Podcast #111 – AdviseWell
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#472 Dean Holmes
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#470 Paul Nevin
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