0:00 – Intro
5:11 – Using tech to improve financial planning and advice.
12:19 – The challenges of managing advice tech stacks.
16:30 – Consolidating multiple software systems for a small practice.
27:52 – AI implementation challenges and best practices for businesses.
32:16 – Cybersecurity and AI implementation in businesses, with a focus on training, password management, and data sharing.
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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 #83 – Kiandra
This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses …
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AdviceTech Podcast #82 – RetireMap
In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast …
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AdviceTech Podcast #81 – MOAS
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …
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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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Engine Room Podcast #39 – Jonathan Elliot
Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, …
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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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#451 Laura Kelly
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
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Engine Room Podcast #38 – Sam Perera
In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the …
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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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#450 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
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Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
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Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …
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Addressing Client Affordability Concerns in Insurance #3
In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey …
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Addressing Client Affordability Concerns in Insurance #4
In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at …