Bionic Adviser

Tom Brookes

A podcast about the technology working financial planners actually use, with honest takes from people who do the job.

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  1. قبل ٤ أيام

    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 booking tool that kills email tennis, and the middleman that wires it to 9,000+ other apps. We get into why automation adds personalisation rather than strips it, why 16% of planners say they'd never touch a booking tool, and what the two currently cost. Plus the honest bits: Calendly's own reminder emails, Zapier's conditional-logic spaghetti, and the client who booked into my diary while I was in Italy.  Enjoy and don't forget to leave us a review! Additionally, head to https://bionicadviser.co.uk/contact to submit a request for a piece of tech that you think should be covered in a future episode!

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A podcast about the technology working financial planners actually use, with honest takes from people who do the job.

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    Tom Brookes
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