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0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice
This week, Pat speaks with Colin Jowell, Founder at BillWill. They discuss how BillWill, founded from Colin’s personal experience with his father’s estate, helps advisers bridge the gap between wills and clients’ real lives by providing a white‑label, tech-enabled estate planning and legacy service that leverages open banking, strong security, and emerging AI tools to better support families before and after death.
Discover a world of client engagement
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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 …
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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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Investment Feed Insights #9
Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia, as they discuss how Australian …
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Changing AdviceTech Done Right #1
In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, …
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Changing AdviceTech Done Right #2
In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev, …
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Investment Podcast #36 – Rethinking Genuine Diversification
As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) …
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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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Reimagining Retirement: Advice, Conversations, Outcomes #1
In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, …
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Reimagining Retirement: Advice, Conversations, Outcomes #2
Tanya speaks with Renee Diver and Amber McGhie from Firefly Financial, and Erica Malliotis, Retirement Specialist at MLC …
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Reimagining Retirement: Advice, Conversations, Outcomes #3
In this instalment, Tanya speaks with Harry Flaskas, Practice Principal at Atlas Wealth Advisory, and Ashton Jones, Director …
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Engine Room Podcast #84 – Justin O’Donoghue
In this episode, Rocksy speaks with Justin O’Donoghue, Head of Advice Operations and Excellence at Ironbark. They discuss …