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AdviceTech Podcast #72 – Tech Stacks – Time-codes
In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming …
#434 James Wrigley
This week, James shares his experiences with TikTok and Instagram, and how advisors can use video marketing on …
AdviceTech Podcast #71 – Capital Preferences
This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …
AdviceTech Podcast #71 – Capital Preferences – Time-codes
This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …
#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 …