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AdviceTech Podcast #86 - Retrac
Manage episode 422270190 series 1398082
This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes.
Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/ Retrac Website: https://www.retrac.com.au/ Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
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894 episodes
Manage episode 422270190 series 1398082
This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can use AI tools within the Microsoft 365 suite to automate tasks, improve meeting productivity, and enhance compliance processes.
Travis Carter LinkedIn: https://www.linkedin.com/in/traviscarter-au/ Retrac Website: https://www.retrac.com.au/ Learn more about Retrac: https://offer.retrac.com.au/webinar-follow-up-meeting-booking/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth.
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
894 episodes
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