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AdviceTech Podcast #140 - Process Driven Tech Stacks

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Manage episode 496264017 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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/

  continue reading

1072 episodes

Artwork
iconShare
 
Manage episode 496264017 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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/

  continue reading

1072 episodes

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