Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca’s plans to attract and develop young talent in the financial planning profession.
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#460 Tim Townsend
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and …
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Investment Philosophies in Action #1
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss …
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Investment Philosophies in Action #2
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss …
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Investment Philosophies in Action #3
In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore …
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#459 Andrew Inwood
Andrew is the Founder at CoreData Group. He and James discuss CoreData’s research on the advice industry, the …
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#458 Jayde Jenkins
Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning …
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Enhancing Your Technology, Business & Client Experience #1
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David …
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Enhancing Your Technology, Business & Client Experience #2
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore …
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Enhancing Your Technology, Business & Client Experience #3
In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief …
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Enhancing Your Technology, Business & Client Experience #4
In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, …
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AdviceTech Podcast #99 – Annature
This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …
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#460 Tim Townsend
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and …
-
Investment Philosophies in Action #1
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss …
-
Investment Philosophies in Action #2
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss …
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Investment Philosophies in Action #3
In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore …
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Engine Room Podcast #48 – Unpacking Entireti
In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. …
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AdviceTech Podcast #98 – Plutosoft Update
In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft …
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#459 Andrew Inwood
Andrew is the Founder at CoreData Group. He and James discuss CoreData’s research on the advice industry, the …
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Engine Room Podcast #47 – David Gibson
In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David’s …
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Investment Podcast #15 – Investing in AI
Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at …