Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
#468 Fran Hughes
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
-
#467 Naz Pochynok and Julien Renard
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
-
#466 Karen Eley
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
-
#465 Shannon Freney
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
-
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …
-
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …
-
#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
-
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 …
-
#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 …