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AdviceTech Podcast #53 – Finito – Time-codes

In this week’s episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss …

#415 Craig Keary

Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing …

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 …