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AdviceTech Podcast #57 – Plutosoft Update
This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an …
AdviceTech Podcast #57 – Plutosoft Update – Time-codes
This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an …
#419 Chris Young
Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat …
Wellness: A Key Foundation for the Practice of the Future #1
In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab …
Wellness: A Key Foundation for the Practice of the Future #2
In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental …
Wellness: A Key Foundation for the Practice of the Future #3
In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They …
Wellness: A Key Foundation for the Practice of the Future #4
In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at …
Engine Room Podcast #23 – Unpacked
In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and …