This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note tool to a comprehensive workflow engine that helps advisers streamline their practice, improve client experiences, and reclaim their weekends through advanced AI-powered document generation, meeting preparation, and integration capabilities.
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AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
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AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
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AdviceTech Podcast #132 – My Databoss
This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My …
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AdviceTech Podcast #131 – HeirWealth Update
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth …
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AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
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AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
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AdviceTech Podcast #128 – Oreana Partnerships
In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution …
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AdviceTech Podcast #127 – Cruz
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz …
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AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
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AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
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#495 John Cachia
John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the …
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AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
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#494 Felipe Araujo
Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and …
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AdviceTech Podcast #132 – My Databoss
This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My …
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#493 Naz Pochynok and Julien Renard
This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
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AdviceTech Podcast #131 – HeirWealth Update
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth …
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#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …
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Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …
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Creating Generational Wealth #2
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …