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 …

This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …

In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …

In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …

This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI …

This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can …

In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how …

In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he …