This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs.
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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 #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 #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 …
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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 …