In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox and Hare Wealth, Jamie Ardern from Kofkin Bond & Co, and Nigel Baker from Arch Capital and Scientiam. They talk about researching and implementing new technology solutions into a practice to streamline processes and enhance the client experience.
Complete advice: financial planning software and investment platform all in one place. Visit DASH to find out more.
Join the Ensombl platform:
App Store
Google Play
Desktop
-
Your Next Client is You #1
In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox …
-
Your Next Client is You #2
In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and …
-
Your Next Client is You #3
In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go …
-
Your Next Client is You #4
In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, …
-
Your Next Client is You #5
In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series …
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
-
AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …