AdviceTech Podcast #72 - Tech Stacks

In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming host of the AdviceTech Podcast! They discuss passing the baton, and talk about their technology stacks and strategies for improving client experiences and operational efficiencies in their practices. Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ Collins SBA Website: https://www.collinssba.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240301 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/