Leading ideas and
research from the
``industry’s best.
#433 Tim Lane
Tim is a Partner at FinConnect Advisory Group. He and James talk about succession planning for advice practices, …
AdviceTech Podcast #70 – SuitabilityHub
This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the …
AdviceTech Podcast #70 – SuitabilityHub – Time-codes
This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the …
#432 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. She and James explore how she started …
Your Next Client is You #1
In this first episode, Peita is joined by Andrew Grinsell from Cooee Wealth Partners, Courtenay Walker from Fox …
Your Next Client is You #2
In this installment, Peita chats with Andrew Grinsell from Cooee Wealth Partners, Nigel Baker from Arch Capital and …
Your Next Client is You #3
In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go …
Your Next Client is You #4
In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, …