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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 …