Leading ideas and
research from the
``industry’s best.
AdviceTech Podcast #74 – Engagement Hub – Time-codes
In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement …
#436 Baz Gardner
Baz is the Founder and Principal at The Social Adviser. He and James chat about overcoming limiting beliefs, …
AdviceTech Podcast #73 – Workato
This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato’s low-code …
AdviceTech Podcast #73 – Workato – Time-codes
This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato’s low-code …
#435 James Rawlings
James is a Partner and Financial Adviser at DW Private Wealth. He and James Wrigley discuss his journey …
AdviceTech Podcast #72 – Tech Stacks
In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming …
AdviceTech Podcast #72 – Tech Stacks – Time-codes
In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming …
#434 James Wrigley
This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on …