In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and Host of the “It’s Never About Money” podcast. They discuss Joe’s client-focused approach, and his evolving tech stack — including AI, CRM migrations, and client engagement tools — shaping the future of his practice.
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
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AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …
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AdviceTech Podcast #153 – Vibe Coding and the Future of AI in Advice
This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how …
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AdviceTech Podcast #152 – The Evolution of AI
In this episode, Pat speaks with Stefan D’Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI …
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AdviceTech Podcast #151 – Power Automate for Advisers
In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built …
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AdviceTech Podcast #150 – moneyGPS Update
In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS’s advancements …
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AdviceTech Podcast #149 – Balancing Growth & Innovation
This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid …
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AdviceTech Podcast #148 – Marloo
This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built …
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AdviceTech Podcast #147 – Atom Automation
In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and …
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
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Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #3
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at …
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Engine Room Podcast #80 – Prashant Nagarajan
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss …
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AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …