Leading ideas and
research from the
``industry’s best.
#510 Retirement Exchange Insights
Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their “aha moments” …
Licensee Podcast Series #1 – Advice Evolution
In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL’s and Equity Holder at …
Engine Room Podcast #74 – Sebastian Mazza
This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business …
AdviceTech Podcast #149 – Balancing Growth & Innovation
This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid …
#509 Michelle Flanagan
Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers’ innovative …
Engine Room Podcast #73 – Morgan Hayward
This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey …
Investment Podcast #28 – New Age of Ethical Investing
U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client …
AdviceTech Podcast #148 – Marloo
This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built …