AdviceTech Podcast #154 – Client First Tech Stacks
AdviceTech Podcast 20 November 2025
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0.25 Client Care & Practice
0.25 Technical Competence
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services.
A world of business efficiency awaits you at Netwealth
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AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …