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	Podcast:		XY Adviser
	Episode:		AdviceTech Podcast #151 - Power Automate for Advisers
	Category:		Business
	Duration:		00:39:45
	Publish Date:		2025-10-09 11:00:00
	Description:		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/
	Total Play:		0