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Podcast: Ensombl Advice Australia
Episode: AdviceTech Podcast #141 - Client-Driven Tech Stacks
Description: In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and Host of the "It's Never About Money" podcast. They discuss Joe's client-focused approach, and his evolving tech stack — including AI, CRM migrations, and client engagement tools — shaping the future of his practice. Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/ Stephan Independent Advisory Website: https://siadvisory.com.au/ "It's Never About Money" Podcast: https://itsneveraboutmoney.com.au/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250801 General Disclaimer – https://www.en...