Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
AdviceTech Podcast #142 - Lean, Smart & Integrated Tech Stacks
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:39:08
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Sinopsis
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how her advice business leverages AI, automation, and an integrated tech stack to deliver highly personalised and efficient client experiences. Jane Ridder LinkedIn: https://www.linkedin.com/in/janeridder/ Infocus Website: https://www.infocus.com.au/office/?location=infocus-sydney-st-leonards A world of community awaits you at Netwealth: https://ensombl.com/go/20250808 General Disclaimer – https://www.ensombl.com/disclaimer/