AdviceTech Podcast #123 - Data-Driven Tech Stacks

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/