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In this week’s episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly evolving from simple file-note tools into agentic, end‑to‑end “intelligence layers” that orchestrate advice workflows across tech stacks, what large US/UK firms are doing, and how advisers can practically experiment with and adopt these tools in 2026.
Between Meetings with Matt Heine – Discover a podcast for wealth professionals.
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AdviceTech Podcast #161 – AdviseWell Update
In this week’s episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly …
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AdviceTech Podcast #160 – OnReport
In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms …
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AdviceTech Podcast #159 – YourLeadOut
This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved …
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AdviceTech Podcast #158 – Engagement Hub Update
In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement …
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AdviceTech Podcast #157 – FAYBL
This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech 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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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 #161 – AdviseWell Update
In this week’s episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly …
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#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
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Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
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Insurance Podcast #1 – Adam Crabbe and Katherine Hayes
In this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine …
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AdviceTech Podcast #160 – OnReport
In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms …
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#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
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Investment Podcast #33 – Behavioural Investing
As markets test investor nerves and emotions drive decision-making, host Kieran Berry is joined by Jess Brizuela (Allied …
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AdviceTech Podcast #159 – YourLeadOut
This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved …
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Investment Podcast #32 – Quarterly Update
As 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and …
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AdviceTech Podcast #158 – Engagement Hub Update
In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement …