Leading ideas and
research from the
``industry’s best.
#459 Andrew Inwood
Andrew is the Founder at CoreData Group. He and James discuss CoreData’s research on the advice industry, the …
Engine Room Podcast #47 – David Gibson
In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David’s …
Investment Podcast #15 – Investing in AI
Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at …
AdviceTech Podcast #97 – AstuteWheel
In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives …
AdviceTech Podcast #97 – AstuteWheel – Time-codes
In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives …
#458 Jayde Jenkins
Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning …
Enhancing Your Technology, Business & Client Experience #1
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David …
Enhancing Your Technology, Business & Client Experience #2
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore …