Bionic Adviser

Latest episodes

• Episode 5 - Plannr with Curtis Berry

  October 26, 2026 · 52 min

  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…

• Episode 4 - Proprietary Tech with Cadence Financial Planning

  October 12, 2026 · 58 min

  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…

• Episode 3 - N8N with Phil Teale

  September 28, 2026 · 38 min

  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…

• Episode 2 - BONUS EPISODE: Wispr Flow

  September 24, 2026 · 20 min

  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…

• Episode 1 - Calendly & Zapier with Dan Graham

  September 13, 2026 · 41 min

  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…

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