This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry.
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#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …
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Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …
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Creating Generational Wealth #2
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …
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Creating Generational Wealth #3
In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore …
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#491 Daniel Tubman
Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their …
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#490 Trish Gregory
Trish is a Financial Adviser – Insurance Specialist at Hayes & Co Insurance Services. She shares her journey …
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Alternative Investing – Infrastructure #1
In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore …
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Alternative Investing – Infrastructure #2
In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how …
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Alternative Investing – Infrastructure #3
In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They …
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#489 Marlon Disanayake
This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss …
-
#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …
-
Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …
-
Creating Generational Wealth #2
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …
-
Creating Generational Wealth #3
In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore …
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AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
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#491 Daniel Tubman
Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their …
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AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
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#490 Trish Gregory
Trish is a Financial Adviser – Insurance Specialist at Hayes & Co Insurance Services. She shares her journey …
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Alternative Investing – Infrastructure #1
In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore …
-
Alternative Investing – Infrastructure #2
In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how …