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AdviceTech Podcast #61 – Paraplanner.ai – Time-codes
This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai …
#423 Nicola Beswick
Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the …
How to get Richer Client Insights for Better Advice: Revealed Preferences #1
In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar …
Advising Modern Couples Equitably: Revealed Preferences #2
In this episode, Dean talks with Mark Pearson, Senior Financial Advisor at Innovative Wealth Solutions, and Pat Spenner, …
Advising Australians on Sustainable Investing: Revealed Preferences #3
In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard …
Engage Clients with Excellent Re-profiling: Revealed Preferences #4
In this final episode, Dean talks with Louise Parker, Principal at Financial Lifestyle Managers. The talk about how …
Engine Room Podcast #27 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and …
AdviceTech Podcast #60 – Microsoft 365
In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how …