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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 …

Creating Generational Wealth #1

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …

Creating Generational Wealth #2

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …