AdviceTech Podcast #50 – Feature: Automation v Client Experience
AdviceTech Podcast 31 August 2023
In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice.
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