In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go over the process of selecting new technology for your practice, from the importance of defining needs, evaluating options thoroughly, involving your team, to prioritising functionality over aesthetics.
Complete advice: financial planning software and investment platform all in one place. Visit DASH to find out more.
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Your Next Client is You #1
In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox …
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Your Next Client is You #2
In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and …
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Your Next Client is You #3
In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go …
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Your Next Client is You #4
In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, …
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Your Next Client is You #5
In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series …
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#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
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Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
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Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …
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Impact Investing #3
In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They …
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Impact Investing #4
In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris …
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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …