MENGENAI PODCAST INI 🔗
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
Kekerapan kemas kini:
every 10 days
Purata panjang audio:
39 minutes
Bahasa Inggeris
Inggeris
4 episod
sejak 13 Sep 2026
episodic
EPISOD TERKINI 🔗
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 s ...
EPISOD SEBELUMNYA 🔗
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 syst ...
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 c ...
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 ...
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Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Tom Brookes, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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‐ Benjamin "Llamacorn" Franklin
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