This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …

This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …

In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft …

In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives …

This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta’s mission to …

In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, …

In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits …

This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …

This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …