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AdviceTech Podcast #91 – Scale Up Paraplanning
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
AdviceTech Podcast #91 – Scale Up Paraplanning – Time-codes
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
Engine Room Podcast #40 – Luke Roberts
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how …
AdviceTech Podcast #90 – Bonjoro
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
AdviceTech Podcast #90 – Bonjoro – Time-codes
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …
Engine Room Podcast #39 – Jonathan Elliot
Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, …
AdviceTech Podcast #89 – Finura Group
In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …