In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and Host of the "It's Never About Money" podcast. They discuss Joe's client-focused approach, and his evolving tech stack — including AI, CRM migrations, and client engagement tools — shaping the future of his practice.
Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/ Stephan Independent Advisory Website: https://siadvisory.com.au/ "It's Never About Money" Podcast: https://itsneveraboutmoney.com.au/
A world of community awaits you at Netwealth: https://ensombl.com/go/20250801
General Disclaimer – https://www.ensombl.com/disclaimer/
