This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience.
A world of engagement awaits you at Netwealth Investments Limited
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AdviceTech Podcast #93 – Weel
This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
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AdviceTech Podcast #92 – Claras.ai
This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …
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AdviceTech Podcast #91 – Scale Up Paraplanning
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
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AdviceTech Podcast #90 – Bonjoro
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
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AdviceTech Podcast #89 – Finura Group
In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …
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AdviceTech Podcast #88 – Simply Advice Websites
In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …
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AdviceTech Podcast #87 – LivePreso Advice
This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI …
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AdviceTech Podcast #86 – Retrac
This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can …
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AdviceTech Podcast #85 – Redefining the Delivery of Financial Planning Services Using Research
In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how …
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AdviceTech Podcast #84 – FinTalkr
In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he …
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AdviceTech Podcast #93 – Weel
This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
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454 Rebecca Pritchard
Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience …
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Engine Room Podcast #42 – Shail Singh
Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew …
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AdviceTech Podcast #92 – Claras.ai
This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …
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#453 Ryan King
Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of …
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Engine Room Podcast #41 – Mark Chan
Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry …
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AdviceTech Podcast #91 – Scale Up Paraplanning
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
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Engine Room Podcast #40 – Luke Roberts
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how …
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AdviceTech Podcast #90 – Bonjoro
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
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#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …