AdviceTech Podcast #67 – Padua Update – Time-codes

0:00 – Intro
5:00 – Where Padua sits in the AdviceTech space.
9:11 – Analyzing financial data gaps in advisor practices.
14:26 – How Padua can highlight issues and suggest improvements.
22:46 – Book analysis and paraplanning recommendations.
27:28 – The importance of considering a client’s circumstances and suitability when recommending financial strategies.
33:17 – Integrating CRM and advice production systems.
36:59 – The impact AI will have on the consulting industry.
42:36 – Awards and Padua’s new website.
46:34 – Peita’s final thoughts on Padua.