AdviceTech Podcast #166 - Alpine Advisory

Earn 0.75 CPD here: 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: Alpine Advisory Website: Discover a world of client engagement: General Disclaimer –

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AdviceTech Podcast #166 - Alpine Advisory is an episode from XY Adviser by Ensombl.

This episode is 44:17 long.

This episode was published on Apr 9, 2026.

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