In this episode we go “under the hood” and discuss integrations.
This series is sponsored by Morningstar. Visit AdviserLogic to find out more about how they can support your business.
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY
Skye Website
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY
Mad About Life Website
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn
Coastal Advice Group Website
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn
Telstra Website
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn
Morningstar Website
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You can get a transcript of this podcast here
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Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
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Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
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Efficiency Series #3
In this episode we go “under the hood” and discuss integrations.
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Efficiency Series #4
In this episode we discuss the issue of compliance when dealing with software.
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Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
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441 Joel Gleeson and Paul Cupic
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This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
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Engine Room Podcast #32 – Drew Meredith
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