O TYM PODKAŚCIE 🔗
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
Częstotliwość aktualizacji:
every 10 days
Średnia długość dźwięku:
39 minutes
Język angielski
Zjednoczone Królestwo
4 odcinków
od 13 września 2026
episodic
NAJNOWSZY ODCINEK 🔗
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…
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Bionic Adviser.
POPRZEDNIE ODCINKI 🔗
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…
Wszystkie odcinki tego podcastu zostały przez Ciebie obejrzane
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Tom Brookes, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
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