Archive for July 2022
Harnessing the power of marketing data for your clients
As a financial advisor, you understand the importance of using data to guide the strategic direction of your clients’ businesses. Where traditionally this may have been limited to utilising certain data sets, some of Australia’s leading financial firms are now harnessing the power of marketing data to assist their clients even further. This shift has…
Read MoreSoft Skills – the Future for Successful Accountants
If you have been working for several years in the accounting industry or maybe just a few, you would have noticed that successful team members know more than technical accounting skills. They know how to manage a meeting, put clients at ease, deal with difficult clients and scenarios, persuade and negotiate, and make themselves known…
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