Unlock Growth, AI & M&A with Quality Data #2
Unlock Growth, AI & M&A with Quality Data 12 August 2025
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. They discuss how leveraging high-quality data and modern technology — such as AI, client portals, and workflow automation — can transform advice businesses by improving efficiency, client experience, and business outcomes.
This episode is proudly sponsored by Intelliflo
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Unlock Growth, AI & M&A with Quality Data #1
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam …
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Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. …
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Unlock Growth, AI & M&A with Quality Data #3
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group …
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Unlock Growth, AI & M&A with Quality Data #4
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl’s …
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
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#518 Paul Cupic
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Pursuing a Better Investment Experience #2
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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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