AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
AdviceTech Podcast 21 November 2024
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
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