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0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has evolved into a modern, highly integrated, AI-enabled financial modeling tool with a growing support-focused team, aiming to deliver faster, more engaging, and more efficient advice workflows for financial planning practices.
Between Meetings with Matt Heine – Discover a podcast for wealth professionals.
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AdviceTech Podcast #163 – RetireMap Update
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has …
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AdviceTech Podcast #162 – rubica
This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their …
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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 #163 – RetireMap Update
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has …
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#524 Retirement Xchange Insights
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the …
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Licensee Podcast Series #8 – Oreana Partnerships
In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships …
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Insurance Podcast #2 – Sam Perera
This week, Ben speaks with Sam Perera, Director at Perera Crowther Financial Services. They unpack how advisers can …
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AdviceTech Podcast #162 – rubica
This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their …
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#523 Kieran Menzie
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares his role and how he contributes …
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Investment Feed Insights #7
In this episode, Neil speaks with Dan Miles, Managing Director and Co-Chief Investment Officer at Innova Asset Management. …
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Licensee Podcast Series #7 – Shartru Wealth
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, …
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Investment Podcast #34 – Private Equity
As access to private markets expands beyond institutions, host Kieran Berry is joined by Adam Myers, Executive Director …
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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 …