Leading ideas and
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Engine Room Podcast #37 – Iain Rogers
In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his …
Investment Podcast #13 – Residential Real Estate
In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to …
AdviceTech Podcast #87 – LivePreso Advice
This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI …
AdviceTech Podcast #87 – LivePreso Advice – Time-codes
This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI …
#449 Robert Rich
Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, …
Engine Room Podcast #36 – Jerry Kalogeropoulos and Philip Taaffe
In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about …
AdviceTech Podcast #86 – Retrac
This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can …
AdviceTech Podcast #86 – Retrac – Time-codes
This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can …