AdviceTech Podcast #55 - Word and Excel

Ensombl Advice Australia

English - October 05, 2023 12:00 - 1 hour - 71.5 MB
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Previous Episode: #417 Rich Abbey

Next Episode: Investment Podcast #2 - Fixed Income

This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. They discuss utilising Word and Excel as a powerful tool to automate workflows and streamline work processes.

Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/
Katie Cirjak: https://www.linkedin.com/in/katie-cirjak/
Curiosity Corner (Pi): https://pi.ai/talk
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231006

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