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AdviceTech Podcast #137 - Empathetic & Efficient Tech Stacks

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Manage episode 492537611 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience.

Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/ TruWealth Advice Website: https://www.truwealthadvice.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250704

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

1053 episodes

Artwork
iconShare
 
Manage episode 492537611 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience.

Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/ TruWealth Advice Website: https://www.truwealthadvice.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250704

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

1053 episodes

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