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Wise Revisted with Brigit Carroll | E283
Episode 283
Jason talks to Brigit Carroll, the policy lead for the Americas at Wise. Wise is a company that has previously appeared on the show. Jason has invite…
2 years, 6 months ago
186 Ventures with Giuseppe Stuto | E282
Episode 282
Jason talks to Giuseppe Stuto, co-founder and managing partner of 186 Ventures. It is a venture capital firm founded by former high-growth tech execu…
2 years, 6 months ago
XLR8CRM with Jennifer Thomas | E281
Episode 281
Jason talks to Jennifer Thomas, Director of Business development for XLR8. It is a well-known financial advisor CRM tool that is built over top of th…
2 years, 7 months ago
Integrated Finance with Daniel Cronin | E280
Episode 280
Jason talks to Daniel Cronin, CEO and Co-Founder of Integrated Finance. It is a platform that helps Fintech's launch with their payment systems all r…
2 years, 7 months ago
Vamos Ventures with Ashley Aydin | E279
Episode 279
Jason talks to Ashley Aydin, Principal at Vamos Ventures. It is a venture capital firm that not only makes investments in various areas, including fi…
2 years, 7 months ago
Docupace with Ryan Geroge | E278
Episode 278
Jason talks to Ryan George, CMO of Docupace. It is a platform for paperless tools basically designed to automate your back office or the financial ad…
2 years, 7 months ago
SIFA with Alan Gurung | E277
Episode 277
Jason talks to Alan Gurung, CEO of SIFA. It is an artificial intelligence-powered platform for financial advisors to leverage their data, be more eff…
2 years, 8 months ago
Cloud Advisors with Matt Lister | E276
Episode 276
Jason talks to Matt Lister, CEO of Cloud Advisors. It is a company in the group benefits space, and one of the unique things they have done is they h…
2 years, 8 months ago
RISA with Alex Murguia and Wade Pfau | E275
Episode 275
Jason talks to Alex Murguia and Wade Pfau, co-founders of RISA. It is an online questionnaire and tool for helping determine what an individual's ret…
2 years, 8 months ago
Benefits2 with Christine Brunsden | E274
Episode 274
Jason talks to Christine Brunsden, CEO of Benefits2, a web-based application designed to help people and medical practitioners identify disabilities …
2 years, 8 months ago