AdviceTech Podcast #151 - Power Automate for Advisers

In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience. Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/ Unbound Financial Website: https://unboundfinancial.com.au/ Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555 A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251010 General Disclaimer – https://www.ensombl.com/disclaimer/