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0.25 Regulatory Compliance and Consumer Protection
0.50 Client Care and Practice
In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement Hub has transformed into a comprehensive, AI-enhanced platform for advisers and clients, with a focus on improved engagement, compliance, and future plans for broader adoption and dealer group integration.
A world of business efficiency awaits you at Netwealth
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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 …
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AdviceTech Podcast #157 – FAYBL
This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and …
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
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AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …
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AdviceTech Podcast #153 – Vibe Coding and the Future of AI in Advice
This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how …
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AdviceTech Podcast #152 – The Evolution of AI
In this episode, Pat speaks with Stefan D’Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI …
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AdviceTech Podcast #151 – Power Automate for Advisers
In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built …
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AdviceTech Podcast #150 – moneyGPS Update
In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS’s advancements …
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AdviceTech Podcast #149 – Balancing Growth & Innovation
This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid …
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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 …
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Investment Feed Insights #6
In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into …
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Investment Podcast #31 – Investment-Linked Retirement
As retirement needs become more dynamic, James Whelan is joined by Patrick Clarke (Generation Life) and James Kingston …
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AdviceTech Podcast #157 – FAYBL
This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and …
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#520 Stuart Ruddick
Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use …
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Licensee Podcast Series #5 – Cobalt Advisers
In this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares …
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Investment Podcast #30 – Portfolio Construction for Income
As retirees face more complex income needs, host Amie Baker is joined by David Hutchison (AMP) and Kane …
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …