In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series with a conversation on how advice practices can optimise the ongoing utilisation and value extraction of advicetech solutions through continuous upgrades, staff training, process evolution, and data-driven decision making.
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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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The Growth Formula #1
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk …
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The Growth Formula #2
In this episode, Chris sits down with Keryn Batsilas, Founder and Adviser at Your Life and Money Matters. …
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The Growth Formula #3
In this final episode, Chris is joined by Devan King, Founder of Ikigai Wealth. They talk about how …
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AdviceTech Podcast #82 – RetireMap
In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast …
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#444 Stefan Angelini
Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, …
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
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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 …