.png)
Bionic Adviser
A podcast about the technology working financial planners actually use, with honest takes from people who do the job.
Episodes
3 episodes
Episode 3 - N8N with Phil Teale
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 expl...
.png)
Episode 2 - BONUS EPISODE: Wispr Flow
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 cur...
Episode 1 - Calendly & Zapier with Dan Graham
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 ...