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This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how leadership, operating models, and AI-driven technology are reshaping advice firms through the “Big Six” trends for 2026, covering the rise of the COTO role, rebuilding sales engines, adviser mobility, evolving value propositions, emerging conflicts of interest, and the execution gap between knowing and doing.
Between Meetings with Matt Heine – Discover a podcast for wealth professionals.
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AdviceTech Podcast #165 – Encore Advisory
This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how …
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AdviceTech Podcast #164 – Regi
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s …
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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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Engine Room Podcast #81 – Justin O’Donoghue
In this episode, Rocksy speaks with Justin O’Donoghue, Head of Advice Operations and Excellence at Ironbark. They discuss …
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Insurance Podcast #6 – Paul Milbourne
In this episode, Ben speaks with Paul Milbourne, Business Protection and Life Insurance Specialist at Milbourne Insurance Solutions. …
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AdviceTech Podcast #165 – Encore Advisory
This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how …
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Licensee Podcast Series #9 – Akumin
In this episode, Rocksy is joined by Matt Lawler, CEO of Akumin. They discuss his journey from growing …
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Insurance Podcast #5 – Mitch Ramsbotham
This week, Ben is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advisory Australia. They …
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#526 Jesse Oey
Jesse is the Retirement Engagement Leader and Senior Product Owner at Aware Super. He and James discuss the …
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Engine Room Podcast #83 – Ryan Watson
In this episode, Rocksy speaks with Ryan Watson, CEO and founder of Tribeca Financial. They discuss his personal …
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Insurance Podcast #4 – Jake Reus
In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & …
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AdviceTech Podcast #164 – Regi
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s …
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Engine Room Podcast #82 – Alex McMillan
This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy …