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Engine Room Podcast #23 – Unpacked
In this installment of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and …
AdviceTech Podcast #56 – ProductRex Update
In this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features …
AdviceTech Podcast #56 – ProductRex Update – Time-codes
In this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features …
#418 Rob Petrie
Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team …
Engine Room Podcast #22 – Hugh Robertson
Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He joins Andrew to discuss …
Investment Podcast #2 – Fixed Income
Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance …
AdviceTech Podcast #55 – Word and Excel – Time-codes
This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. …
AdviceTech Podcast #55 – Word and Excel
This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. …