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

Контент предоставлен David Smith + Mark Holton, Smithink and David Smith + Mark Holton. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией David Smith + Mark Holton, Smithink and David Smith + Mark Holton или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

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

19h ago 45:27

M4A•Главная эпизода

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 эпизодов

#Business #Andrea #Business Advisory