Unlock Growth, AI & M&A with Quality Data #2

Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. They discuss how leveraging high-quality data and modern technology — such as AI, client portals, and workflow automation — can transform advice businesses by improving efficiency, client experience, and business outcomes.

Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Adele Martin Website: https://adelemartin.com/ Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

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