AdviceTech Podcast #140 - Process Driven Tech Stacks

What this episode covers

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/

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How long is this episode of Ensombl Advice Australia?

This episode is 1 hour and 0 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on July 24, 2025.

What is this episode about?

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....

Can I download this Ensombl Advice Australia episode?

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