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AdviceTech Podcast #102 – 3Lines 2.0

In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …

#463 Daniel Wilson

Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …

Ensombl on Tour: Growth Series #4

Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral …

Ensombl on Tour: Growth Series #3

Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights …

Ensombl on Tour: Growth Series #2

Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice …

Ensombl on Tour: Growth Series #1

Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from …

AdviceTech Podcast #101 – Paradino

In this week’s episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino’s vision to connect …

#462 Josh Pennell

In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including …

Advice 2030 #1

In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss …

Advice 2030 #2

In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how …