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AdviceTech Podcast #137 - Empathetic & Efficient Tech Stacks
Manage episode 492537611 series 1398082
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/
1053 episodes
Manage episode 492537611 series 1398082
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/
1053 episodes
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