Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040901-32320001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this episode, Patrick speaks with Daniel Donovan, Founder at Alpine Advisory. They discuss how practices can more effectively scale and improve client experience by first fixing and mapping their processes, then applying automation and emerging AI tools (like Claude, Copilot, and Cowork) in targeted, deterministic ways rather than simply hiring more staff or chasing new software. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Alpine Advisory Website: https://www.alpineadvisory.ai/ Discover a world of client engagement: https://ensombl.com/go/20260410-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Ensombl Advice Australia

Ensombl

AdviceTech Podcast #166 - Alpine Advisory

APR 9, 202644 MIN
Ensombl Advice Australia

AdviceTech Podcast #166 - Alpine Advisory

APR 9, 202644 MIN

Description

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040901-323200010.25 Technical Competence0.25 Regulatory Compliance and Consumer Protection0.25 Client Care and PracticeIn this episode, Patrick speaks with Daniel Donovan, Founder at Alpine Advisory. They discuss how practices can more effectively scale and improve client experience by first fixing and mapping their processes, then applying automation and emerging AI tools (like Claude, Copilot, and Cowork) in targeted, deterministic ways rather than simply hiring more staff or chasing new software.Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/Alpine Advisory Website: https://www.alpineadvisory.ai/Discover a world of client engagement: https://ensombl.com/go/20260410-2/General Disclaimer – https://www.ensombl.com/disclaimer/