AdviceTech Podcast #140 – Process Driven Tech Stacks
AdviceTech Podcast 24 July 2025
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enhance client service and operational efficiency.
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AdviceTech Podcast #156 – Finura Group & Advice Designer
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
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AdviceTech Podcast #154 – Client First Tech Stacks
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AdviceTech Podcast #151 – Power Automate for Advisers
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AdviceTech Podcast #150 – moneyGPS Update
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AdviceTech Podcast #156 – Finura Group & Advice Designer
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
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#518 Paul Cupic
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Pursuing a Better Investment Experience #3
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AdviceTech Podcast #154 – Client First Tech Stacks
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