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Engine Room Podcast #70 – Elliot Watson
This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team …
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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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#505 Rob Chertok
Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career …
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Engine Room Podcast #69 – David Carney
In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss …
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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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#504 Dean Southern
Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR …
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Engine Room Podcast #68 – Mitch Ramsbotham
In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch …
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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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#503 Ben Marshan and Maddie Catlin
This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the …
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Unlock Growth, AI & M&A with Quality Data #1
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam …