Archive for November 2024
How Digital Advice Can Be Used To Engage With More Clients
The problem in today’s advice market: We all know that the great majority of working Australians cannot afford the increasing cost of traditional comprehensive advice. We call that the ’advice affordability gap’, and it impacts approximately 10.4 million working Australians who have unmet advice needs. As well as these unmet needs, we know: The solution…
Read MoreThe Importance of a Strategic Plan for Accounting Firms
In recent weeks, I’ve had the pleasure of connecting with numerous accountants at various events, in particular, the Smithink 2024 Young Guns Workshop on the Gold Coast. One startling observation keeps surfacing: many accounting firms lack a recent strategic plan. Given that these firms help clients navigate their strategic pathways, it’s perplexing that they often…
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