This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry.

Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/
Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/
Marloo Website: https://www.gomarloo.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919

General Disclaimer – https://www.ensombl.com/disclaimer/