How Digital Advice Will Future-Proof Your Accounting Business & Boost Your Revenue (Recording)

Key takeaways from this session:

• Discover how the moneyGPS platform enables you to deliver accessible and affordable digital advice to all clients, both individuals and SMSFs, helping them enhance their financial standing.

• Learn how the solution complements existing in-house financial advice services, allowing you to retain control and expand offerings.

• Strengthen your client relationships and attract a new generation of tech-savvy clients who value digital solutions.

• Unlock a new revenue stream with high growth potential and increased valuation for your practice.

• Gain full access to a turn-key onboarding and implementation program, complete with ongoing marketing support to drive client engagement.

By attending this webinar, you'll gain practical insights into how moneyGPS can future-proof your business, driving both growth and enhanced client relationships through the power of digital advice.

Post-webinar support: Access ongoing assistance via GPS Coaches at 1300 or through meeting links to ensure smooth implementation.

Don't miss out! Register now to secure your spot and take the first step towards transforming your accounting business.

$FREE (members) | $29+GST (non- members)

TPB CPD Hours: 1 hour |  Legislated CPD Hours: To be confirmed

George Haramis has been successfully involved in the financial services industry for 30 years in various executive roles with some of Australia's leading domestic and international financial institutions.

George's roles have included: being a founder of a listed advice business, working with a number of Australia's largest superannuation funds in presenting fund management solutions, establishing both retail and wholesale distribution channels, working closely with the accounting profession by assisting accounting firms establish successful wealth & advice businesses, creating unique employee benefits programmes for employers and being responsible for two of the country's largest institutionally owned Dealer Groups: Securitor and RetireInvest - which at the time managed in excess of $10B for over 80,000 clients.

George is now the Co-Founder of Fiduciary Financial Services Pty Ltd.