This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enabling a more client-centered approach to planning.
Tim Reid LinkedIn: https://www.linkedin.com/in/timothyareid/ AdviceOps Website: https://adviceops.com.au/ Sintra AI: https://sintra.ai/
A world of community awaits you at Netwealth: https://ensombl.com/go/20250829
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