In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software will actually be able to solve all your problems.
You can get a transcript of this podcast here
Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
Efficiency Series #3
In this episode we go “under the hood” and discuss integrations.
Efficiency Series #4
In this episode we discuss the issue of compliance when dealing with software.
Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
#426 Aaron Kane
Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK …
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Bree is the General Manager at Blueprint Wealth. She and Andrew discus how she’s grown her practice over …
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Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …
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#425 Billy Norman
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Enhancing Your Insurance Advice #1
In this episode, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting …
Enhancing Your Insurance Advice #2
Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk …
Enhancing Your Insurance Advice #3
In this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew …
Enhancing Your Insurance Advice #4
In this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk …
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