À PROPOS DE CE PODCAST 🔗
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
Fréquence de mise à jour:
every 10 days
Durée audio moyenne:
39 minutes
Anglais
Royaume-Uni
4 épisodes
depuis 13 septembre 2026
episodic
DERNIER ÉPISODE 🔗
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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ÉPISODES PRÉCÉDENTS 🔗
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…
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Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de Tom Brookes, qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.
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