
0:00 – Intro
5:16 – An introduction to Tanngo.
7:34 – Where Tanngo fits in the advicetech space.
12:51 – The impact of new regulations on financial planning.
16:13 – Using contractors in financial planning.
21:49 – Improving the feedback process.
24:10 – Using Tanngo for financial planning overflow work.
29:41 – The future of Tanngo.
33:38 – Peita’s final thoughts on Tanngo.
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AdviceTech Podcast #112 – Advice Designer
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AdviceTech Podcast #121 – Flux
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AdviceTech Podcast #120 – Meldus
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AdviceTech Podcast #119 – Ensombl CPD
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AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
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AdviceTech Podcast #117 – Filenote.ai
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AdviceTech Podcast #116 – Caelus Labs
In this episode, Pat is joined by Stefan D’Alessandro, Co-founder at Caelus Labs. They discuss the development of …
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AdviceTech Podcast #115 – Xeppo
This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo’s core capabilities in aggregating and …
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AdviceTech Podcast #114 – Sharesight
In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight’s origins, …
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AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
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AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
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AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
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AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
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AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
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AdviceTech Podcast #117 – Filenote.ai
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
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AdviceTech Podcast #120 – Meldus
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#481 Kylie Denton
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Engine Room Podcast #60 – Reuban Sivarajasingam
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AdviceTech Podcast #119 – Ensombl CPD
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AdviceTech Podcast #121 – Flux
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#482 Nicole Gardner
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
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AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
-
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
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Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
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AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
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AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
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