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How Digital Advice Can Be Used To Engage With More Clients

digital advice concept

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…

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Why is my AI behaving like a toddler?

I was so excited. The answer to all my questions, the increase in my efficiency, the road to a better life, was right before my eyes as I fired up the latest AI marvel. Why am I both amazed at what it can do for me and equally disappointed at the same time? Why does…

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The end of the supplier centric integrated suite; Now the client centric best of breed suites.

One of the defining differences between the approach taken by North American accounting firms and their technology suppliers compared with Australian/New Zealand firms and their suppliers is the integrated suite. Those of my vintage can recall the birth of technology for the accounting profession in the late 1970s. Companies like Hartley Computer, O’Reilly Computer, Anpac…

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Watch that little red dot (reprise)

A few years ago I wrote this piece about the need to develop new skills to be able to present effectively to a camera. In this time when so many are working remotely, the skill is even more important than ever. It’s worth another read… Do you dread the request to have a video Zoom,…

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