FYG Planners

Privately Owned AFSL. We help advisors put their clients’ interests first as they build their ideal advisory business. (AFSL/ACL 224543 ABN 55094972540)

[FYG Planners @FYGPlanners]

"FYG is committed to providing advisers with the tools that help them speed up and streamline the advice process so they can focus more on their clients, and Asendium delivers in both those areas"
#afsl #ausbiz #fintech #financialservices

https://t.co/LuiV8sTbmI

[FYG Planners @FYGPlanners]

"FYG are committed to investing to further the development of our tech stack to ensure FYG firms and advisers have the tools available to them to meet the demand of professional financial advice."
via @FinStd
#afsl #ausbiz #fintech #financialadvice
https://t.co/CtlRJij6aR

[FYG Planners @FYGPlanners]

"FYG’s executive director Jason Fowler said the in-house developed platform would “empower advisers to better manage their client relationships and grow their businesses”. #afsl #fintech #ausbiz

via @Fin_Newswire

https://t.co/pM0AXiu0eM

[Financial Newswire @Fin_Newswire]

WealthTech developer FYG Planners has launched a new CRM platform which promises to “streamline advice, marketing, and client service” for the group’

https://t.co/CiOks0ivPH

#crm #fygplanners #wealtheye

[FYG Planners @FYGPlanners]

"Financial planning dealer group FYG Planners have launched a WealthEye CRM solution built on the Dynamics 365 platform."
#afsl #ausbiz #fintech #financialadvice
https://t.co/QH66StolCK

[FYG Planners @FYGPlanners]

“Financial advice is always going to be about relationships, so WealthEye helps advisers turn their focus more towards building those long lasting relationships with clients.”
#afsl #ausbiz #fintech #financialplanning
https://t.co/lTDzauRiGS

[Wealth Financial Team @mfgtas]

Our book is now available. An easy read for all. Whether you're an adviser looking to educate clients or DIY #investor needing guideposts, we cut through the media hype, folk tales, & industry marketing that have long dominated investors' thinking. #ausbiz
https://t.co/KmwaFIbcZV

[FYG Planners @FYGPlanners]

Historic market charts and graphs are great, but with @LivePreso clients can engage with an interactive version of their own portfolio, so they can see how it reacted to events and gain perspective. #ausbiz #financialadvice #afsl https://t.co/hVjGBUhJzs

[FYG Planners @FYGPlanners]

Jason Fowler says one of the most exciting aspects of digital advice are potential insights about clients. Independent client interaction with @LivePreso can highlight what they're genuinely interested in.
#ausbiz #financialadvice #financialadvisors #afsl
https://t.co/ihMpUDRoMc

[FYG Planners @FYGPlanners]

The beauty of #digitaladvice through @LivePreso is the visual design instantly gives clients feedback, Jason Fowler notes this promotes conversations, which is the cornerstone of #financialadvice #ausbiz
https://t.co/RXp0Yi9U8F

[FYG Planners @FYGPlanners]

A switch to #digitaladvice means a visual conversation clients can understand at a high level, or quickly delve deeper when required. Jason Fowler discusses the benefits of LivePreso's visual responsiveness. #ausbiz #financialadvice #afsl https://t.co/SWG9gkw9DY

[FYG Planners @FYGPlanners]

Switching to digital advice requires starting afresh, which can pose challenges. Jason Fowler discusses the shift in thinking required when FYG embarked on its #digitaladvice journey with @LivePreso. #ausbiz #financialadvice #afsl https://t.co/UBE8KnJQB8

[FYG Planners @FYGPlanners]

FYG's Jason Fowler discusses how the introduction of @LivePreso has helped advisers better understand their clients. #digitaladoption #ausbiz #financialadvice
https://t.co/dTqpMOotKn

[FYG Planners @FYGPlanners]

FYG's Jason Fowler discusses how financial advice delivery has changed through the introduction of @LivePreso. #digitaladvice #ausbiz #financialadvice
https://t.co/FNCXWW4Doi

[FYG Planners @FYGPlanners]

Our Executive Director Jason Fowler will be discussing the benefits of digital advice deliver via @LivePreso this Thursday. Register below 👇 #ausbiz #fintech #financialadvice
https://t.co/PwXGaAeYhK

[LivePreso @LivePreso]

Don't forget to register for our wealth advice webinar next week 📈

Join Ben Marshan from @australianfpa, Jason Fowler from @FYGplanners and our CEO, Aaron Cooper, as we discuss how you can deliver engaging, digital wealth experiences.

Register today: https://t.co/9ePPdjimNv

[FYG Planners @FYGPlanners]

FYG Planners have partnered with @LivePreso to deliver FYG’s new WealthEye advice delivery portal. #financialadvice #ausbiz #fintech
https://t.co/QZaNB06NRE

[FYG Planners @FYGPlanners]

Peter Mancell, Andrew Wootton & Danny Maher appeared on the most recent episode of @IFA_AU's podcast to discuss supporting single adviser practices to be efficient and profitable. #ausbiz #afsl #financialadvice https://t.co/ja95uVQRKi

[MARK @wollemiwealth]

@FYGPlanners I couldn’t have survived without the support of @FYGPlanners 😀🙏✅

[FYG Planners @FYGPlanners]

“There have been some really good single adviser success stories at FYG, particularly in regional areas, and we’re really pleased we’ve been able to help them grow and serve a client base outside the capitals." #afsl #ausbiz #financialadvice
https://t.co/KHq6DaWzMI