Unlock Growth, AI & M&A with Quality Data #3
Unlock Growth, AI & M&A with Quality Data 12 August 2025
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group and Stu Alsop, Director of Sales at Intelliflo Australia. They discuss how data quality, readiness, and effective dashboard tools are critical for maximising valuation and ensuring successful mergers and acquisitions in advice practices.
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 #156 – Finura Group & Advice Designer
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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 #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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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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AdviceTech Podcast #154 – Client First Tech Stacks
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