TIETOJA TÄSTÄ PODCASTISTA 🔗
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
Päivitä taajuus:
every 10 days
Keskimääräinen äänen pituus:
39 minutes
Englanti
Yhdistynyt kuningaskunta
4 jaksoa
vuodesta 13. syyskuuta 2026
episodic
VIIMEISIN JAKSO 🔗
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…
HAE EDELLISIÄ EPISODEJA
Hae kanavan Bionic Adviser vanhoja jaksoja.
EDELLISET JAKSOT 🔗
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…
Olet nähnyt kaikki tämän podcastin episodit
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Tom Brookes:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.
PODCAST-HAKUKONEET
Voit käyttää verkkosivustoamme etsiäksesi3,823,562-podcasteja ja195,660,924-jaksoja ihmisten, paikkojen tai aiheiden mukaan.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
HAE EDELLISIÄ EPISODEJA
Hae kanavan Bionic Adviser vanhoja jaksoja.
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