Leading ideas and
research from the
``industry’s best.
AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
#495 John Cachia
John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the …
AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
#494 Felipe Araujo
Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and …
AdviceTech Podcast #132 – My Databoss
This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My …
#493 Naz Pochynok and Julien Renard
This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
AdviceTech Podcast #131 – HeirWealth Update
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth …
#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …