In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools.
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AdviceTech Podcast #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
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AdviceTech Podcast #99 – Annature
This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …
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AdviceTech Podcast #98 – Plutosoft Update
In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft …
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AdviceTech Podcast #97 – AstuteWheel
In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives …
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AdviceTech Podcast #96 – Elemnta
This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta’s mission to …
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AdviceTech Podcast #95 – CRM Special
In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, …
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AdviceTech Podcast #94 – PortalStack
In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits …
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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 #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
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#461 Carlie Thatcher
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, …
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How Australia Retires #1
In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist – Strategy and Research at …
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How Australia Retires #2
In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue …
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Engine Room Podcast #49 – Brett Taggart
Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his …
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Investment Podcast #16 – Index vs Active
In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …
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AdviceTech Podcast #99 – Annature
This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …
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#460 Tim Townsend
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and …
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Investment Philosophies in Action #1
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss …
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Investment Philosophies in Action #2
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss …