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Engine Room Podcast #19 – Glen Reilly
In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They …
AdviceTech Podcast #52 – Moxo
This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo’s …
AdviceTech Podcast #52 – Moxo – Time-codes
This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo’s …
#414 Silvia Wade
Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the …
AdviceTech Podcast #51 – Canva
In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva’s design …
AdviceTech Podcast #51 – Canva – Time-codes
In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva’s design …
#413 Maks Mashkivskyy
Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the …
AdviceTech Podcast #50 – Feature: Automation v Client Experience
In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply …