Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

#58 Peita Diamantidis on Understanding and Implementing Fintech Effectively in an Advice Practice

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Sinopsis

You've heard the latest industry buzzwords popping up left, right and centre – disruption, innovation, Fintech. But what do that actually mean and more importantly, how do they relate and what benefit are they to financial advisers? Back from a recent expedition across the seas to the annual Fincon Conference and jumping on the opportunity to further understand the people and technologies that have changed the world in Silicon Valley, Pieta Diamantidis, Co-Founder of Caboodle Financial Services and aspiring 'bionic adviser' helps us to understand how far we've come since the first 'tech bubble', to what's happening (or not happening) in the industry now and where this ever-evolving digital space is headed. As this informative (and energetic) discussion coincides with the upcoming XY Adviser event 'Silicon Valley on Bridge Street'; Peita, Ray & Adrian delve down the rabbit hole of some interesting and thought provoking topics such as: Looking for ideas with applied innovation that can be effectively imple