AdviceTech Podcast #72 – Tech Stacks – Time-codes

0:00 – Intro
10:17 – AI, language learning, food tech, and preferences for older tech.
16:45 – Patrick and Peita’s tech stacks.
18:43 – Automating tasks and customizing CRM for a financial planning practice.
23:45 – Using Zoho for document creation and signing, and client communication.
32:23 – Microsoft vs G-Suite.
38:11 – Investment products and tool comparison.
40:45 – Financial modeling and client engagement.
46:14 – Using Moxo for client communication and meetings.
52:42 – The effectiveness of product management tools.
56:10 – Using AI for time management and productivity.
59:54 – Using Slack and other tools for workplace collaboration and efficiency.
1:05:31 – Modernizing payment systems.
1:10:41 – AI tools and risk management.
1:15:41 – Peita hands over the podcast reins to Patrick and gives her final thoughts.