AdviceTech Podcast #55 - Word and Excel Ensombl Advice Australia

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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