AdviceTech Podcast #141 - Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and Host of the "It's Never About Money" podcast. They discuss Joe's client-focused approach, and his evolving tech stack — including AI, CRM migrations, and client engagement tools — shaping the future of his practice. Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/ Stephan Independent Advisory Website: https://siadvisory.com.au/ "It's Never About Money" Podcast: https://itsneveraboutmoney.com.au/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250801 General Disclaimer – https://www.ensombl.com/disclaimer/
Embed this episode
No transcript yet.
Similar podcasts
The Course Mentors Podcast
The Course Mentors
Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str
Tao Te Ching by Laozi (Author), Stephen Mitchell (Full Audiobook)
Laozi
Lao-tzu's Tao Te Ching, or Book of the Way, is the classic manual on the art of living, and one of the wonders of the world. In eighty-one brief chapters, the Tao Te Ching looks at the basic predicament of being alive and gives advice that imparts balance and perspective, a serene and generous spirit. This book is about wisdom in action. It teaches how to work for the good with the effortless skill that comes from being in accord with the Tao (the basic principle of the universe) and applies equally to good government and sexual love; to child rearing, business, and ecology. Stephen Mitchell's bestselling version has been widely acclaimed as a gift to contemporary culture.
Frequently asked questions
How long is this episode of Ensombl Advice Australia?
This episode is 45 minutes long.
When was this Ensombl Advice Australia episode published?
This episode was published on July 31, 2025.
Can I download this Ensombl Advice Australia episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.