Leading ideas and
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Engine Room Podcast #68 – Mitch Ramsbotham
In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch …
AdviceTech Podcast #143 – LifeBid
This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of …
#503 Ben Marshan and Maddie Catlin
This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the …
Unlock Growth, AI & M&A with Quality Data #1
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam …
Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. …
Unlock Growth, AI & M&A with Quality Data #3
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group …
Unlock Growth, AI & M&A with Quality Data #4
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl’s …
Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …
AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
#502 Mark and Emma O’Flynn
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …