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Your Next Client is You #3
In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go …
Your Next Client is You #4
In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, …
Your Next Client is You #5
In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series …
Investment Podcast #8 – Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …
AdviceTech Podcast #69 – Feature: Advisors and AI
In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …
AdviceTech Podcast #69 – Feature: Advisors and AI – Time-codes
In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …
#431 Coral Wilkinson
Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how …
AdviceTech Podcast #68 – Tanngo
In today’s episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the …
AdviceTech Podcast #68 – Tanngo – Time-codes
In today’s episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the …
#430 Ash McAuliffe
Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various …