AdviceTech Podcast #148 - Marloo

This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry.

Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/ Marloo Website: https://www.gomarloo.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919

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