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AdviceTech Podcast #123 - Data-Driven Tech Stacks

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Manage episode 473872116 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage tech like Power Automate and Copilot to transform data management, improve operational efficiency, and drive data-driven decision-making in your advice practice.

Yasmin Weston LinkedIn: https://www.linkedin.com/in/yasmin-weston-7b061a13a/ Capital Partners Website: https://capital-partners.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250328

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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

  continue reading

1042 episodes

Artwork
iconShare
 
Manage episode 473872116 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage tech like Power Automate and Copilot to transform data management, improve operational efficiency, and drive data-driven decision-making in your advice practice.

Yasmin Weston LinkedIn: https://www.linkedin.com/in/yasmin-weston-7b061a13a/ Capital Partners Website: https://capital-partners.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250328

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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

  continue reading

1042 episodes

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