AdviceTech Podcast #145 - AdviceOps

This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enabling a more client-centered approach to planning. Tim Reid LinkedIn: https://www.linkedin.com/in/timothyareid/ AdviceOps Website: https://adviceops.com.au/ Sintra AI: https://sintra.ai/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250829 General Disclaimer – https://www.ensombl.com/disclaimer/