Tech Trends Series #1
In this episode we talk about Tech Stacks – the before, during and after of the client experience, …
Tech Trends Series #2
In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, …
Tech Trends Series #3
In this installment we focus in on content marketing, and how it’s become a huge part of the …
Tech Trends Series #4
In this episode we’re talking about how advisers are using innovation and technology as a part of their …
Tech Trends Series #5
In this final installment we talk about the evolution of technology and what the future may hold.
-
Strategies to Creating Certainty in Retirement #1
In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They …
-
Strategies to Creating Certainty in Retirement #2
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, …
-
Strategies to Creating Certainty in Retirement #3
In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at …
-
Strategies to Creating Certainty in Retirement #4
In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about …
-
AdviceTech Podcast #28 – Financial Writers Australia
In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …
-
#390 Christine Bau
Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures …
-
#389 Paul Dunn
Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …
-
27 MAR 2023 – Monday Market Highlights
This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and …
-
AdviceTech Podcast #27 – intelliflo
This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based …
-
#388 Chris Bates and Craig Bigelow
In this week’s episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. …