Leading ideas and
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Engine Room Podcast #69 – David Carney
In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss …
AdviceTech Podcast #144 – tap’d
In this episode, Pat speaks with Kate Fellows, Founder of tap’d (the Advice Professionals’ Directory). They discuss the …
#504 Dean Southern
Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR …
Engine Room Podcast #68 – Mitch Ramsbotham
In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch …
AdviceTech Podcast #143 – LifeBid
This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of …
#503 Ben Marshan and Maddie Catlin
This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the …
Unlock Growth, AI & M&A with Quality Data #1
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam …
Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. …