Proudly sponsored by CFS
Enhancing Your Technology, Business and Client Experience
In this podcast series, Sacha Loutkovsky and a lineup of industry experts discuss the key strategies to building high-performance advice businesses from streamlining operations and enhancing workplace culture to the transformative impact of technology. They explore the impact AI and cybersecurity, and offer practical advice on personalising the client experience, automating processes, and optimising tech stacks for growth.
Enhancing Your Technology, Business & Client Experience #1
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David …
Enhancing Your Technology, Business & Client Experience #2
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore …
Enhancing Your Technology, Business & Client Experience #3
In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief …
Enhancing Your Technology, Business & Client Experience #4
In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, …
-
#462 Josh Pennell
In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including …
-
Advice 2030 #1
In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss …
-
Advice 2030 #2
In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how …
-
Advice 2030 #3
In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance …
-
Advice 2030 #4
In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager – Wealth at Iress. They …
-
AdviceTech Podcast #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
-
#461 Carlie Thatcher
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, …
-
How Australia Retires #1
In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist – Strategy and Research at …
-
How Australia Retires #2
In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue …
-
Engine Room Podcast #49 – Brett Taggart
Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his …