-
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 …
-
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 …
-
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. …
-
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 …
-
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 …
-
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 …
-
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 …
-
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 …
-
AdviceTech Podcast #148 – Marloo
This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built …
-
AdviceTech Podcast #147 – Atom Automation
In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and …