Proudly sponsored by Fintalkr
Hosted by Sacha Loutkovsky, this podcast series guides financial advisers through the key considerations for adopting AI in their advice practices. Across three episodes, industry experts explore how to select the right AI provider, implement AI tools effectively, and prioritise data security and compliance. Guests James Wartho, Andrew Wootton, Jason Fowler, and Ashley Jones share practical insights on improving efficiency, streamlining processes, enhancing client engagement, and safeguarding sensitive information – all while making AI work for the unique needs of advice businesses.
AI for Advice Practices #1
In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG …
AI for Advice Practices #2
In this episode, Sacha is joined by Jason Fowler, Principal of Fowler’s Group and Director of FYG Planners. …
AI for Advice Practices #3
In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. …
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Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
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Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …
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AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
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#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
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Engine Room Podcast #65 – Warrick Hanley
In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey …
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AdviceTech Podcast #127 – Cruz
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz …
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#488 Paul Katranis
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares …
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Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
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Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
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Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
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Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …
-
AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
-
#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
-
Engine Room Podcast #65 – Warrick Hanley
In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey …
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AdviceTech Podcast #127 – Cruz
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz …
-
#488 Paul Katranis
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares …
-
Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
-
Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …