Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and automation are transforming advice practices, and the shift from basic adoption to integrated, custom workflow solutions that enhance efficiency without disrupting existing processes. Joel McWilliam LinkedIn: https://www.linkedin.com/in/joel-mcwilliam-119a5231b/ Atom Automation Website: https://atomautomation.ai/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250912 General Disclaimer – https://www.ensombl.com/disclaimer/