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Wellness: A Key Foundation for the Practice of the Future
In this podcast series, host Ryan Watson is joined by a panel of industry professionals in exploring and understanding all things wellbeing through a financial advice lens. They discuss the foundations of financial wellbeing, how it can be used in a personal sense, as well as taught as a practice to clients.
Host: Ryan Watson
Wellness: A Key Foundation for the Practice of the Future #1
In this first installment, Ryan speaks to Amie Baker, Director, Financial Adviser and Certified Money Coach at Rekab …
Wellness: A Key Foundation for the Practice of the Future #2
In this episode, Ryan is joined by Harry and Tristan from Purpose Advisory. They talk about how mental …
Wellness: A Key Foundation for the Practice of the Future #3
In this installment, Ryan chats with Tim Henry, Financial Advisor and Owner at Aspire Its Your Life. They …
Wellness: A Key Foundation for the Practice of the Future #4
In the last episode in this series, Ryan talks to Marshall Ross, Risk and Strategy Advice Manager at …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …