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AdviceTech Podcast #97 – AstuteWheel – Time-codes
In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives …
#458 Jayde Jenkins
Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning …
Enhancing Your Technology, Business & Client Experience #1
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David …
Enhancing Your Technology, Business & Client Experience #2
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore …
Enhancing Your Technology, Business & Client Experience #3
In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief …
Enhancing Your Technology, Business & Client Experience #4
In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, …
Engine Room Podcast #46 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the …
AdviceTech Podcast #96 – Elemnta
This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta’s mission to …