Leading ideas and
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Retirement Experience Framework #2
In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers …
Engine Room Podcast #72 – Ben Nash
This week, Rocksy speaks with someone who’s no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at …
AdviceTech Podcast #147 – Atom Automation
In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and …
#507 Simon Shepherd
Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, …
Engine Room Podcast #71 – Richard Burton and Steven Roberts
In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD …
AdviceTech Podcast #146 – Vinyl
This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future …
#506 Aayush Sharma
Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student …
Engine Room Podcast #70 – Elliot Watson
This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team …