Home Content Details

AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI

Produced By:

Earn 0.80 CPD Points
Complete the quiz to earn 0.80 CPD Points

Podcast

AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI

00:00:00 00:00:00

Quiz

The quiz will appear once you’ve completed the podcast.

Details

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. Accreditation Points Allocation: 0.30 Technical Competence 0.20 Client Care and Practice 0.20 Regulatory Compliance and Consumer Protection 0.10 Professionalism and Ethics Total CPD Points: 0.80

Nice Job!

You completed
AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI

Unfortunately

You did not complete
AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI
Error: Please enter your full name.
Webinar: AdviceTech Podcast 110 – Driving Tech Change: CRMs, Automation & AI by Ensombl-LMS