AdviceTech Podcast #140 - Process Driven Tech Stacks
Ensombl Advice Australia · Ensombl
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Show Notes
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
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