AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
AdviceTech Podcast 3 July 2025
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience.
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AdviceTech Podcast #138 – Adviceflo
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
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