Fundment for the Future: The next steps for Financial Platforms | Ola Abdul from Fundment | S4 E1
Join us for an engaging episode of The AdviserTech Show as Tessa Lee, Managing Director of moneyinfo, sits down with Ola Abdul, CEO and founder of Fundment. Discover how Ola transitioned from a background in economics and roles at Aberdeen Asset Management and BlackRock to pioneering innovation in …
Leadership Unleashed: How to unlock team potential | Sally from Evotra | S4 E2
In this episode of the Adviser Tech Show, moneyinfo’s Managing Director Tessa Lee talks with Sally Meritt, co-founder and CEO of Evotra. They discuss the crucial role of technology in wealth management.
“We started Evotra to help businesses bridge the gap between their tech teams and day-to-day op…
Your Client’s First Emoji: The transition from email to mobile app | Curtis Berry from TFP | S4 E3
In this episode of the AdviserTech Show, moneyinfo’s Managing Director, Tessa Lee, speaks with Curtis Berry, Client Experience Manager at TFP Financial Planning. They discuss TFP's innovative financial planning strategies and the crucial role of technology in enhancing client service.
Curtis share…
Balancing Wealth and Purpose: A Fresh Take on Financial Advice | Oliver and Katherine from Six Degrees | S4 E4
In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, engages in a fascinating conversation with Oliver and Katherine, co-founders of Six Degrees, about rethinking the wealth conversation. Discover how their unique blend of financial expertise and personal philosophy s…
FORMULA INDIE 7.10.2024
The Thinkers – Let's Go!
Giantheo - Hey Tu
James Atlas - Retail Therapy
Richard Green – Big Number
Arn-Identified Flying Objects and Alien Friends – Happy People Won't Hear
Tessa Lee – Mountains
Zhenyok Chem Brat – Of your touch
GrooveGalore Muzik – Here I Go Again
The Mess:Age – FAMOUS FRIEN…
Installing Adviser Software with a CD?? Remembering the roots of Adviser Technology | S4 E5
In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, sits down with Gary Shepherd, Business Development Director at Sprint, to take a fascinating deep dive into over 50 years of experience they have both amassed in financial services and adviser technology.
Gary remi…
Tessa Lee - Immigration, OCD and Rediscovering Joy
Tessa Lee is an esteemed Lawyer who began life in Malaysia. She and her family immigrated to Australia when Tessa was just 6, and faced many hardhips as they adjusted to life in a new country. In the absense of a traditionally loving and warm home, Tessa developed a highly self-critical mindset, dr…
Community, Careers and Confidence: The Women In Finance Collective
Beyond The Capital is the podcast series from SuperTech that explores the professional services tech scene outside of London. We’re also on the AdviserTech Show podcast feed.
This is a special four-part mini-series in partnership with the Women in Finance Collective, a new network to promote and s…
Community, careers and confidence: The Women in Finance Collective | Beyond the Capital Mini-Series E1
Tessa Lee, Managing Director at Moneyinfo, and Gemma Lounge, Director of Operations at Jigsaw Tree. Together they share how the Women in Finance Collective was founded and why it is already becoming a vital community for women working in finance and fintech across the Midlands.
The discussion look…
An Erotic Invitation to Captive Love 💔
Hello Wonderful Reader,
Today, I’ve chosen a very special unpublished poem and writing prompts for you to explore the power of forbidden love. You’ll discover why the poet never published this work in a second. So grab a pen and paper, and let’s uncover some of your juicy secrets…
Evanescence
(unpu…
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