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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …