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Efficiency Series
In this series we discuss how advisers are using technology to increase efficiency in their businesses.
Host: Fraser Jack
Featuring: Phil Thompson, Jodie Douglas, Mitchell Ramsbotham, Vicky Andrews and Ivon Gower.
Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
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AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
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#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
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Engine Room Podcast #31 – Ben Calder and Ivana Sanzari
In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat …
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AdviceTech Podcast #76 – Softphone & Telecomms Special
In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …