Pat Gardner
Former financial adviser and head of technology at Collins SBA, now leading Rubica, a Salesforce-based CRM and integration offering for advice firms focused on practical automation and cost control.
Best podcasts with Pat Gardner
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Oct 9, 2025 • 1h
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
Glenn Elliott, technologist building tools like Cursor to speed proposals. Stephen Bell, process-first Salesforce expert who untangles workflow spaghetti. Nick Downey, AI product builder behind Meeting Ally and Advice Ally. Pat Gardner, ex-adviser leading Rubica for practical Salesforce automation. They discuss embedding AI into workflows, process mining to reveal bottlenecks, lightweight prototypes, and practical platform choices.
