Unlock Growth, AI & M&A with Quality Data #2
Unlock Growth, AI and "M and 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
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