Proudly sponsored by Netwealth. In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile.
Adviser Ratings Website
Angus Woods LinkedIn
Curiosity Corner (Clifton Strengths) Website
Peita Diamantidis Linkedin
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You can get a transcript of this podcast here
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This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
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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 #131 – HeirWealth Update
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth …
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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
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
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AdviceTech Podcast #136 – Practice Connections
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#499 Natasha Warnakula
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AdviceTech Podcast #138 – Adviceflo
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Investment Podcast #25 – Risk Targeted Investing
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#498 Hannah Elliott
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Investment Podcast #26 – Investing Experience During Volatility
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AdviceTech Podcast #140 – Process Driven Tech Stacks
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#500 Marcus Boadle
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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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#499 Natasha Warnakula
Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri …
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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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Investment Podcast #25 – Risk Targeted Investing
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host …
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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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#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
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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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Investment Podcast #26 – Investing Experience During Volatility
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, …
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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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#500 Marcus Boadle
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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, …