Πηγαίνετε εκτός σύνδεσης με την εφαρμογή Player FM !
AdviceTech Podcast #110 - Driving Tech Change: CRMs, Automation & AI
Manage episode 451302622 series 1398082
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.
Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241122
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
965 επεισόδια
Manage episode 451302622 series 1398082
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration.
Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241122
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
965 επεισόδια
Όλα τα επεισόδια
×Καλώς ήλθατε στο Player FM!
Το FM Player σαρώνει τον ιστό για podcasts υψηλής ποιότητας για να απολαύσετε αυτή τη στιγμή. Είναι η καλύτερη εφαρμογή podcast και λειτουργεί σε Android, iPhone και στον ιστό. Εγγραφή για συγχρονισμό συνδρομών σε όλες τις συσκευές.