0:00 – Intro
5:55 – An introduction to MoneyMind Profile.
8:16 – Risk profiling and financial planning questionnaire.
13:04 – Financial literacy, impulse control, and investment strategies for high and low optimism clients.
18:07 – Financial planning, risk profiling, and managing clients with different money mindsets.
24:39 – Using personality assessments to improve planning.
30:04 – Risk profiling and onboarding tools.
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …
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AdviceTech Podcast #106 – Canwi
In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial …
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AdviceTech Podcast #105 – Scrybd
This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss …
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AdviceTech Podcast #104 – Wealth Maximiser
In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a …
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AdviceTech Podcast #103 – Advant Group
This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …
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AdviceTech Podcast #102 – 3Lines 2.0
In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …
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AdviceTech Podcast #101 – Paradino
In this week’s episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino’s vision to connect …
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …