Enhancing Your Technology, Business & Client Experience #4
Enhancing Your Technology, Business and Client Experience 20 August 2024
In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisors while navigating cultural and ethical considerations.
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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 #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …