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

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.

Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

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