Getting ready for this morning's webinar with @adele_j_martin about how advisers can make their cashflow & budgeting clients profitable. #financialadvice Last chance to register! https://t.co/bpqZcuwcah
Cash flow and budgeting technology can give you a more holistic view of your client's wealth, allowing you to deliver more effective advice. Peter Malekas of @moneysoft explains. https://t.co/XpwHmcApMM
What a dynamic duo that was - @adele_j_martin and Peter were bouncing their ideas off one another so fluidly that the pair of them don't even seem to need our moderator @AleksVicko! #adviserinnovation
Speaking now is Samantha Clarke, Advice RegTech https://t.co/ZEaPfaGAJT
Advisers recognise the importance of #AdviceTech with 62.62% saying that it has had the greatest impact on client communication and engagement. #adviserinnovation
"Im really passionate about helping advisers with Cash flow as a Service" @adele_j_martin talks about helpful strategies adviser can use to innovate. Sign up to her upcoming webinar: https://t.co/dyvLcjRYmq #adviserinnovate
“My adviser was there for the turning points in my life” - it’s not about the investment it’s about the relationship! Well said Santi Burridge #ImplementedPortfolio @Naomi_Midwinter
Australians’ household debt to income ratio now stands at a record 188.6 per cent. Without the guidance of a trusted financial planner, many people’s debt woes are likely to grow. @IFA_AU https://t.co/TP1yXeYu5N
Budgeting and cashflow planning or money management offerings may be the most undervalued offering a planner can deliver to their clients https://t.co/Qy5c2ITadB
.@MicrosoftAU-backed FinPal has launched a second version of its software to incorporate integrations with @moneysoft and @invest_fit https://t.co/5XHwAsu7gG