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AdviceTech Podcast #89 – Finura Group – Time-codes
In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …
#451 Laura Kelly
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
Engine Room Podcast #38 – Sam Perera
In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the …
AdviceTech Podcast #88 – Simply Advice Websites
In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …
AdviceTech Podcast #88 – Simply Advice Websites – Transcript
In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …
#450 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …