Go offline with the Player FM app!
AdviceTech Podcast #140 - Process Driven Tech Stacks
Manage episode 496264017 series 1398082
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enhance client service and operational efficiency.
Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Pricing Guide: https://www.callaghans.com.au/pricing-guide/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250725
General Disclaimer – https://www.ensombl.com/disclaimer/
1072 episodes
Manage episode 496264017 series 1398082
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enhance client service and operational efficiency.
Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Pricing Guide: https://www.callaghans.com.au/pricing-guide/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250725
General Disclaimer – https://www.ensombl.com/disclaimer/
1072 episodes
Toate episoadele
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.