AdviceTech Podcast #158 - Engagement Hub Update

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In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement Hub has transformed into a comprehensive, AI-enhanced platform for advisers and clients, with a focus on improved engagement, compliance, and future plans for broader adoption and dealer group integration.

Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/
Sandeep Rao LinkedIn: https://www.linkedin.com/in/sandeep-rao-problemsolver/
Engagement Hub Website: https://www.engagementhub.net/

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