על אודות פודקאסט זה 🔗
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
תדירות עדכון:
every 10 days
אורך אודיו ממוצע:
39 minutes
אנגלית
הממלכה המאוחדת
4 פרקים
מאז 13 בספטמבר 2026
episodic
הפרק החדש ביותר 🔗
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 sta…
פרקים קודמים 🔗
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 system…
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 cov…
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 w…
צפית בכל הפרקים של פודקסט זה
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Tom Brookes, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
מנוע חיפוש PODCAST
אתה יכול להשתמש באתר שלנו כדי לחפש3,823,850פודקאסטים ופודקאסטים195,671,065לפי אנשים, מקומות או נושאים.
השקעה בידע מניבה את התשואה הטובה ביותר, ולכן אני מאזין לפודקאסטים.
‐ Benjamin "Llamacorn" Franklin
בקש/י פודקאסט זה
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post מודעות מסווגות for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
ריאיון עם פודקאסטר...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
חשבון ה־X הרשמי שלנו (לשעבר Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
