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AdviceTech Podcast #167 – BillWill
This week, Pat speaks with Colin Jowell, Founder at BillWill. They discuss how BillWill, founded from Colin’s personal …
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AdviceTech Podcast #166 – Alpine Advisory
In this episode, Patrick speaks with Daniel Donovan, Founder at Alpine Advisory. They discuss how practices can more …
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AdviceTech Podcast #165 – Encore Advisory
This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how …
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AdviceTech Podcast #164 – Regi
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s …
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AdviceTech Podcast #163 – RetireMap Update
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has …
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AdviceTech Podcast #162 – rubica
This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their …
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AdviceTech Podcast #161 – AdviseWell Update
In this week’s episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly …
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AdviceTech Podcast #160 – OnReport
In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms …
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AdviceTech Podcast #159 – YourLeadOut
This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved …
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AdviceTech Podcast #158 – Engagement Hub Update
In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement …