AdviceTech Podcast #123 - Data-Driven Tech Stacks

What this episode covers

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/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 47 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on March 27, 2025.

What is this episode about?

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...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.