Transforming Financial Planning with Technology

The Trusted Adviser Podcast Ep 4: Transforming Financial Planning with Technology

In this episode of The Trusted Adviser Podcast, Rob Pyne sits down with Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast on the Ensombl platform. Pat shares his unique journey from financial planner to tech innovator, highlighting the ways technology is reshaping the financial planning and accounting landscape. Together, they explore the integration of Salesforce CRM at Collins SBA, key software tools that have enhanced their CRM’s functionality, and how forward-thinking firms use technology to elevate client experience and streamline operations.

Listen to the show

Topics covered

  1. Pat’s path from planner to tech lead
  2. The power of a custom CRM
  3. Integrating best-of-breed tools
  4. Building internal tools
  5. Emphasising workflow
  6. AI and OpenAI integration
  7. Overcoming challenges
  8. Future technology trends

Show notes and transcript

For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.

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