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AdviceTech Podcast #86 – Retrac – Time-codes
This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can …
#448 Joe Akiki
Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew …
Engine Room Podcast #35 – Amie Baker
Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew …
Investment Podcast #12 – Longevity Risk
In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, …
AdviceTech Podcast #85 – Redefining the Delivery of Financial Planning Services Using Research
In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how …
AdviceTech Podcast #85 – Redefining the Delivery of Financial Planning Services Using Research – Time-codes
In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how …
#447 Jordan Vaka
Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a …
AdviceTech Podcast #84 – FinTalkr
In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he …