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AdviceTech Podcast #145 – AdviceOps
This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI …
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AdviceTech Podcast #144 – tap’d
In this episode, Pat speaks with Kate Fellows, Founder of tap’d (the Advice Professionals’ Directory). They discuss the …
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AdviceTech Podcast #143 – LifeBid
This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of …
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AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
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AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
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AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
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AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
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AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
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AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …