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Bionic Adviser

Tom Brookes

A podcast about the technology working financial planners actually use, with honest takes from people who do the job.

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5 Folgen

  1. Episode 5 - Plannr with Curtis Berry 52:18
  2. Episode 4 - Proprietary Tech with Cadence Financial Planning 58:19
  3. Episode 3 - N8N with Phil Teale 37:50
  4. Episode 2 - BONUS EPISODE: Wispr Flow 19:54
  5. Episode 1 - Calendly & Zapier with Dan Graham 40:30