AdviceTech Podcast #137 - Empathetic & Efficient Tech Stacks
Ensombl Advice Australia · Ensombl
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Show Notes
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.
Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/ TruWealth Advice Website: https://www.truwealthadvice.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250704
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