#360 Kristian Zuza – Transcript
Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he …
Leading ideas and
research from the
``industry’s best
AdviceTech Podcast #12 – Fourth Line – Transcript
In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth …
14 NOV 2022 – Monday Market Highlights – Transcript
This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ’s Survey of …
#359 Charlie Fraser – Transcript
Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of …
#358 Vanessa Stoykov – Transcript
Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her …
7 NOV 2022 – Monday Market Highlights – Transcript
This week we cover the Fed and RBA cash rate increase, US Employment data, Australian real estate data, …
AdviceTech Podcast #11 – iFactFind – Transcript
This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features …
#357 Felicity Cooper – Transcript
Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how …
Enhancing the Client Experience #5 – Greg Hansen – Transcript
Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology …
Enhancing the Client Experience #4 – Suz Chadwick – Transcript
Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns …
