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A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
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Migrating your back office is the biggest job a planning firm can take on, which is why most of us put up with the one we have. TFP Financial Planning did it anyway. Curtis Berry joins me to talk about leaving Intelligent Office and moneyinfo for Plannr: what finally triggered it and what the mig...
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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 st...
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 syste...
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 co...
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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免责声明: 本页面嵌入的播客和封面图片来自 Tom Brookes，归其所有者所有，与 Listen Notes, Inc. 无关联，也未获得 Listen Notes, Inc. 背书。
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