Bionic Adviser
Tom BrookesA podcast about the technology working financial planners actually use, with honest takes from people who do the job.
| Publishes | Twice monthly | Episodes | 5 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
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Latest Episodes
Migrating 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 joins me to talk about leaving Intelligent Office and moneyinfo for Pla... more
A 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 Craig Fitzsimons of Cadence Financial Planning build most of their own... more
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 explain what it actually ... more
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 cursor happens to be, and ... more
Key Facts
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Apple Podcasts | #129 |  United Kingdom/Technology |
Apple Podcasts | #100 |  Ireland/Technology |
Talking Points
Recent interactions between the hosts and their guests.
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Frequently Asked Questions About Bionic Adviser
What is Bionic Adviser about and what kind of topics does it cover?
Practical conversations about technology used by financial planning firms, from automation and voice dictation to client portals, custom software and AI-assisted workflows. Financial planner Tom hosts discussions with advisers, technology leads and tool specialists who explain how they use these systems in day-to-day work, what they cost, and where implementation can go wrong. The emphasis is on first-hand experience rather than abstract tech trends: guests share migration decisions, workflow examples and lessons about security, compliance and human oversight. Shorter solo episodes offer focused tool demonstrations and advice, alongside longer interviews about how firms build or adapt their technology stack. It suits financial planners and ... more
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How many listeners does Bionic Adviser get?
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How many subscribers and views does Bionic Adviser have?
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Which podcasts are similar to Bionic Adviser?
These podcasts share a similar audience with Bionic Adviser:
1. The Plannex Podcast
2. Adviser 3.0: The Podcast
3. TRAP: The Real Adviser Podcast
4. Kitces and Carl - Real Talk for Real Financial Advisors
5. The Meaningful Money Personal Finance Podcast
How many episodes of Bionic Adviser are there?
Bionic Adviser launched 2 months ago and published 5 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Bionic Adviser?
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What guests have appeared on Bionic Adviser?
Recent guests on Bionic Adviser include:
1. Curtis Berry
2. Keith Hare
3. Alex Bond
4. Craig Fitzsimons
5. Phil Teale
6. Dan Graham
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.