In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, such as capturing customer interactions, improving processes, and providing personalized customer service. They also touch on the role of AI in CRM and the challenges businesses face in implementing CRM effectively.
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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 …