Leading ideas and
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Engine Room Podcast #80 – Prashant Nagarajan
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss …
AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …
#517 Joel Kerin
Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for …
Engine Room Podcast #79 – Natallia Smith
This week, Rocksy is joined by Natallia Smith, Founder and Principal Financial Adviser at TruWealth Advice. They discuss …
Investment Feed Insights #4
In this episode, Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia. They explore …
AdviceTech Podcast #153 – Vibe Coding and the Future of AI in Advice
This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how …
#516 Alex McKenzie
Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, …
Licensee Podcast Series #4 – WT Financial Group
This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his …