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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
#480 Lisa Voysey
Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an …
AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …