Leading ideas and
research from the
``industry’s best.
#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 …
AdviceTech Podcast #145 – AdviceOps
This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI …
#505 Rob Chertok
Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career …
Engine Room Podcast #69 – David Carney
In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss …