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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 …

AdviceTech Podcast #71 – Capital Preferences

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …

AdviceTech Podcast #71 – Capital Preferences – Time-codes

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …