Lépjen offline állapotba az Player FM alkalmazással!
How technology delivers a complete financial services solution to the accounting profession
Manage episode 447192070 series 2330481
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
71 epizódok
How technology delivers a complete financial services solution to the accounting profession
Smithink - helping accountants turn their practices into great businesses
Manage episode 447192070 series 2330481
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
71 epizódok
Όλα τα επεισόδια
×Üdvözlünk a Player FM-nél!
A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.