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In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those videos drive inquiries into his business via a structured Calendly workflow, and how his team manages new-client allocation and ongoing client handovers among advisers to scale sustainably.
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#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
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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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#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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#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 …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
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Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #3
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at …
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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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#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
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Investment Podcast #33 – Behavioural Investing
As markets test investor nerves and emotions drive decision-making, host Kieran Berry is joined by Jess Brizuela (Allied …
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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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Investment Podcast #32 – Quarterly Update
As 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and …
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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 …