Transforming Financial Planning with Technology: Pat Gardner's Journey with Salesforce CRM

In this episode of The Trusted Adviser, host Rob sits down with Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast on the Ensombl platform. Pat shares his unique journey from financial planner to tech innovator, highlighting the ways technology is reshaping the financial planning and accounting landscape. Together, they explore the integration of Salesforce CRM at Collins SBA, key software tools that have enhanced their CRM's functionality, and how forward-thinking firms are using technology to elevate client experience and streamline operations.