Bionic Adviser
by Tom Brookes
Latest episode
Episode 6 - Google Workspace & Claude with Tom Ashworth
Episode 6 - Google Workspace & Claude with Tom Ashworth
About this podcast
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
Episodes
- Episode 6 - Google Workspace & Claude with Tom Ashworth · 58 min · Season 1 Episode 6Most planners are on Microsoft and have never seriously considered the alternative. In this episode, Tom and I make our best attempt to convert you away from the Microsoft…
- Episode 5 - Plannr with Curtis Berry · 52 min · Season 1 Episode 5Migrating 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…
- Episode 4 - Proprietary Tech with Cadence Financial Planning · 58 min · Season 1 Episode 4A 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…
- Episode 3 - N8N with Phil Teale · 38 min · Season 1 Episode 3N8N 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…
- Episode 2 - BONUS EPISODE: Wispr Flow · 20 minA 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…
- Episode 1 - Calendly & Zapier with Dan Graham · 41 min · Season 1 Episode 1This 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…
