AdviceTech Podcast #149 - Balancing Growth & Innovation

This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth's rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, client-focused financial services business. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250926 General Disclaimer – https://www.ensombl.com/disclaimer/