The Technologists: Practical AI, Platforms & Productivity for Advice Firms

Opublikowano: 2025-10-09

In this special roundtable episode of The Trusted Adviser Podcast, Rob Pyne is joined by four technologists who are transforming the way advice firms approach technology and AI: Pat Gardner (Collins SBA / Rubica) – on avoiding the “Salesforce plus-plus fallacy” and how Whisper Flow is changing the way advisers interact with AI. Nick Downey (Direct Wealth / Halosoft) – on building Meeting Ally and Advice Ally, the secret to managing 40+ acquisitions, and why process and accountability are the true foundations for AI adoption. Stephen Bell (Captegra) – on using process mining to cut through “workflow spaghetti” and how Zoom has b...