How technology delivers a complete financial services solution to the accounting profession

A tartalmat a David Smith + Mark Holton, Smithink and David Smith + Mark Holton biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a David Smith + Mark Holton, Smithink and David Smith + Mark Holton vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

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How technology delivers a complete financial services solution to the accounting profession

3d ago 45:27

Megosztás

M4A•Epizód kép

Discover how your accounting practice can harness the power of digital technology to offer comprehensive financial services without the need for an AFSL. In this session, George Haramis from moneyGPS will join David to talk about the growing digital advice market for both personal financial advice and SMSFs and how this technology seamlessly integrates with human interaction to provide better client outcomes.

They will discuss why accountants are best positioned to lead in this space and how the profession can catch up to deliver what clients need. Learn how to offer digital financial advice and strategic SMSF guidance, boost client retention, and enhance your bottom line with new tech solutions—all while providing your clients with a comprehensive education and wellness program.

Presented By:

David Smith, Smithink + George Haramis, moneyGPS

You can contact George using the below details:

George Haramis | CEO & Co-Founder

www.moneygps.com.au

71 epizódok

#Business #Andrea #Business Advisory