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AdviceTech Podcast #142 - Lean, Smart & Integrated Tech Stacks
Manage episode 498827455 series 1398082
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how her advice business leverages AI, automation, and an integrated tech stack to deliver highly personalised and efficient client experiences.
Jane Ridder LinkedIn: https://www.linkedin.com/in/janeridder/ Infocus Website: https://www.infocus.com.au/office/?location=infocus-sydney-st-leonards
A world of community awaits you at Netwealth: https://ensombl.com/go/20250808
General Disclaimer – https://www.ensombl.com/disclaimer/
1076 episodes
Manage episode 498827455 series 1398082
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how her advice business leverages AI, automation, and an integrated tech stack to deliver highly personalised and efficient client experiences.
Jane Ridder LinkedIn: https://www.linkedin.com/in/janeridder/ Infocus Website: https://www.infocus.com.au/office/?location=infocus-sydney-st-leonards
A world of community awaits you at Netwealth: https://ensombl.com/go/20250808
General Disclaimer – https://www.ensombl.com/disclaimer/
1076 episodes
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