In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of Planimate, an innovative solution that transforms traditional, lengthy SOAs into engaging, compliant animated videos that save time and money for advisers while improving client understanding and communication.
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AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
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AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
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AdviceTech Podcast #117 – Filenote.ai
In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …
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AdviceTech Podcast #116 – Caelus Labs
In this episode, Pat is joined by Stefan D’Alessandro, Co-founder at Caelus Labs. They discuss the development of …
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AdviceTech Podcast #115 – Xeppo
This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo’s core capabilities in aggregating and …
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AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
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AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
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AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
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AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
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AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
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AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
-
AdviceTech Podcast #117 – Filenote.ai
In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …
-
AdviceTech Podcast #116 – Caelus Labs
In this episode, Pat is joined by Stefan D’Alessandro, Co-founder at Caelus Labs. They discuss the development of …
-
AdviceTech Podcast #115 – Xeppo
This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo’s core capabilities in aggregating and …
-
AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
-
AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
-
AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
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#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
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Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
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AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
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#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
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AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
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#485 Paul Conte
Paul is Senior Financial Planner at Heath & Finance Integrated. Paul’s practice specialises in providing complex financial advice …
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Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
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Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
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AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
-
#484 Chris Bates
Chris is the Co-Founder and Owner at alcove. He and James discuss alcove’s evolution from financial advice to …
-
Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
-
AdviceTech Podcast #122 – The Adviser Portal
This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …
-
#483 James Wrigley
James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
-
#485 Paul Conte
Paul is Senior Financial Planner at Heath & Finance Integrated. Paul’s practice specialises in providing complex financial advice …
-
Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
-
Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
-
AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …