Enhancing Your Technology, Business & Client Experience #2
Enhancing Your Technology, Business and Client Experience 20 August 2024
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability.
Find out how CFS Edge can keep you at the frontier of advice here.
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Enhancing Your Technology, Business & Client Experience #1
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David …
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Enhancing Your Technology, Business & Client Experience #2
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore …
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Enhancing Your Technology, Business & Client Experience #3
In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief …
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Enhancing Your Technology, Business & Client Experience #4
In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, …
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AdviceTech Podcast #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
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#461 Carlie Thatcher
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, …
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How Australia Retires #1
In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist – Strategy and Research at …
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How Australia Retires #2
In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue …
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Engine Room Podcast #49 – Brett Taggart
Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his …
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Investment Podcast #16 – Index vs Active
In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …
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AdviceTech Podcast #99 – Annature
This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …
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#460 Tim Townsend
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and …
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Investment Philosophies in Action #1
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss …
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Investment Philosophies in Action #2
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss …