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9. Interview: Wealth is Growing Faster Than Accounting with Malcom Stewart
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In this special episode David interviews Malcolm Stewart from MJS Business & Financial Services. Malcolm met David at the Perth Xero Roadshow and asked to be on the podcast. Turns out we’re in the business of making dreams come true.
In this episode you will learn:
- The best, safest investment strategy
- Managing through the wealth industry revenue model changes
- Managing a practice through the mining boom, and after it!
- Malcolm’s favorite tech change (My Prosperity integrating with X Plan)
- Why older accountants struggle with the physicality of the FASEA exams
Old school targeted marketing. A paper solution to a digital problem.
www.sendhandwritten.com.au
About Us
From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Change GPS. Proudly sponsored by BGL and The Outsourced Accountant.
See omnystudio.com/listener for privacy information.
101 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 09, 2025 09:37 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 254647670 series 2428741
In this special episode David interviews Malcolm Stewart from MJS Business & Financial Services. Malcolm met David at the Perth Xero Roadshow and asked to be on the podcast. Turns out we’re in the business of making dreams come true.
In this episode you will learn:
- The best, safest investment strategy
- Managing through the wealth industry revenue model changes
- Managing a practice through the mining boom, and after it!
- Malcolm’s favorite tech change (My Prosperity integrating with X Plan)
- Why older accountants struggle with the physicality of the FASEA exams
Old school targeted marketing. A paper solution to a digital problem.
www.sendhandwritten.com.au
About Us
From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Change GPS. Proudly sponsored by BGL and The Outsourced Accountant.
See omnystudio.com/listener for privacy information.
101 episodes
All episodes
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