In this episode we discuss the issue of compliance when dealing with software.
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
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
-
Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
-
Efficiency Series #3
In this episode we go “under the hood” and discuss integrations.
-
Efficiency Series #4
In this episode we discuss the issue of compliance when dealing with software.
-
Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
-
AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …