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AdviceTech Podcast #71 – Capital Preferences

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …

AdviceTech Podcast #71 – Capital Preferences – Time-codes

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …

#433 Tim Lane

Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, …

AdviceTech Podcast #70 – SuitabilityHub

This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the …

AdviceTech Podcast #70 – SuitabilityHub – Time-codes

This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the …

#432 Nicole Gardner

Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started …

Your Next Client is You #1

In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox …

Your Next Client is You #2

In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and …

Your Next Client is You #3

In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go …

Your Next Client is You #4

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, …