This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process.
Dash Website
Andrew Whelan LinkedIn
Curiosity Corner (Airgram) website
Peita Diamantidis Linkedin
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You can get a transcript of this podcast here
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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 …
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AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
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AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
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AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
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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 …
-
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 …
-
AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
-
AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
-
AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
-
AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
-
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 …
-
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 …
-
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 …
-
AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
-
AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
-
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 …
-
#502 Mark and Emma O’Flynn
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …
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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 …
-
#501 Joel Ronchi
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …
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Investment Feed Insights #2
In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to …
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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 …
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Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. …
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Unlock Growth, AI & M&A with Quality Data #3
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group …
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Unlock Growth, AI & M&A with Quality Data #4
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl’s …
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Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …
-
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 …
-
#502 Mark and Emma O’Flynn
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …
-
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 …
-
#501 Joel Ronchi
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …
-
Investment Feed Insights #2
In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to …
-
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 …
-
Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. …
-
Unlock Growth, AI & M&A with Quality Data #3
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group …
-
Unlock Growth, AI & M&A with Quality Data #4
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl’s …
-
Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …