Proudly sponsored by Netwealth. In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into the width and breadth of the Microsoft 365 productivity suite, and discuss how to take advantage of its tools to leverage efficiency in your practice.
Microsoft 365 Website
Wyntec Website
Tom Freer LinkedIn
Curiosity Corner (Brain.fm) website
Peita Diamantidis Linkedin
Unlock the potential of your wealth business with Netwealth.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
-
AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
-
AdviceTech Podcast #76 – Softphone & Telecomms Special
In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …
-
AdviceTech Podcast #75 – Upworth
This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features …
-
AdviceTech Podcast #74 – Engagement Hub
In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement …
-
AdviceTech Podcast #73 – Workato
This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato’s low-code …
-
AdviceTech Podcast #72 – Tech Stacks
In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming …
-
AdviceTech Podcast #71 – Capital Preferences
This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …
-
AdviceTech Podcast #70 – SuitabilityHub
This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the …
-
AdviceTech Podcast #69 – Feature: Advisors and AI
In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …
-
441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
-
Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
-
AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
-
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
-
Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
-
AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
-
#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
-
Engine Room Podcast #31 – Ben Calder and Ivana Sanzari
In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat …
-
AdviceTech Podcast #76 – Softphone & Telecomms Special
In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …
-
#438 Nathan Fradley
This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial …