ÜBER DIESEN PODCAST 🔗
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
Aktualisierungshäufigkeit:
every 10 days
Durchschnittliche Audiolänge:
39 minutes
Englisch
Großbritannien
4 Folgen
seit 13. September 2026
episodic
NEUESTE FOLGEN 🔗
A different sort of episode, and the first of what I'm calling my big picture ones: instead of a single tool, we look under the bonnet of a whole firm. Keith Hare, Alex Bond and Craig Fitzsimons of Cadence Financial Planning build most of their own technology, and six people are running a stac…
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FRÜHERE EPISODEN 🔗
N8N is the best-kept secret in financial planning tech, and I say that as someone who can no longer run Arboretum without it. Phil Teale of Teale Pen & Pixel builds n8n workflows for advice firms every day, and joins me to explain what it actually is: a visual canvas where you wire your systems…
A first for the show: no guest, just me, and a short one. Wispr Flow is the worst-kept secret in tech, but I still find many advisers that aren't using it.What is it? A voice dictation tool that drops text wherever your cursor happens to be, and it has replaced roughly 60% of my typing. I cove…
This is it! The first episode is here, and Bionic Adviser starts as it means to go on, albeit with a special bumper episode of two tools being assessed at once!Dan Graham of Plan Haus joins me in person to talk Calendly and Zapier: the booking tool that kills email tennis, and the middleman that wi…
Das waren alle Folgen dieses Podcasts
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Tom Brookes, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
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‐ Isaac "Llamacorn" Newton
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