AdviceTech Podcast #50 - Feature: Automation v Client Experience episode artwork

EPISODE · Aug 31, 2023 · 1H 29M

AdviceTech Podcast #50 - Feature: Automation v Client Experience

from Ensombl Advice Australia

In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice. Pat Flynn's Website: https://patrickflynn.info/     Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230901 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Episode metadata supplied by the publisher feed · Published Aug 31, 2023

Embed this episode

NOW PLAYING

AdviceTech Podcast #50 - Feature: Automation v Client Experience

0:00 1:29:29

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 1 hour and 29 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on August 31, 2023.

Can I download this Ensombl Advice Australia episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!