AdviceTech Podcast #140 - Process Driven Tech Stacks

This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enhance client service and operational efficiency.

Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Pricing Guide: https://www.callaghans.com.au/pricing-guide/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250725

General Disclaimer – https://www.ensombl.com/disclaimer/