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AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
#501 Joel Ronchi
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …
Investment Feed Insights #2
In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to …
Investment Podcast #26 – Investing Experience During Volatility
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, …
AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
#500 Marcus Boadle
Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from …
AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
#499 Natasha Warnakula
Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri …