How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
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Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Similar to Smithink - helping accountants turn their practices into great businesses
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required
Manage episode 498563337 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This session is designed specifically for accounting professionals looking to enhance client service, drive new revenue streams, and streamline operations using moneyGPS Advice and moneyGPS SMSF—now with 24/7 AI Support.
The best part? It’s all delivered under the moneyGPS AFSL, meaning no licence is required on your end.
What We’ll Cover
Effortless Onboarding & Deployment: See how you can launch both platforms in hours – no disruption to your current workflows, no extra headcount and be fully operational immediately.
New SMSF Advice Service: Learn how our new SMSF Advice service can solve critical advice needs and…help you give up that expensive SMSF licence.
AI-Powered Client Engagement: Discover how our RG146-trained AI agents and digital coach deliver 24/7 plain-language guidance, behavioural nudges, and smart triage of complex cases back to your advisors.
Attract & Retain New Segments: Learn strategies to engage digitally savvy millennials, the next generation of HNW families, and insurance-only or non-advised clients, deepening relationships by serving whole households.
Rapid ROI & New Revenue Streams: Explore fee-for-service models via advice modules, SMSF reviews and coach sessions – that capture 100% of fees, unlock premium charges, and deliver positive ROI super-fast.
Compliance without Complexity: Leverage our AFSL to offer full digital advice and SMSF compliant solutions – eliminating your licensing burden and regulatory risk.
Why Listen?
Scale Efficiently: Automate routine advice, freeing your team for strategic, high-value work.
Differentiate Your Firm: Stand out with cutting-edge digital services that clients love.
Future-Proof Your Practice: Retain critical clients by engaging entire families and next-gen members.
Presented By:
David Smith, Smithink + George Haramis, moneyGPS
Find out more about moneyGPS here.
84 episodes
Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required
Smithink - helping accountants turn their practices into great businesses
Share
Manage episode 498563337 series 2330481
Content provided by David Smith + Mark Holton, Smithink and David Smith + Mark Holton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Smith + Mark Holton, Smithink and David Smith + Mark Holton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This session is designed specifically for accounting professionals looking to enhance client service, drive new revenue streams, and streamline operations using moneyGPS Advice and moneyGPS SMSF—now with 24/7 AI Support.
The best part? It’s all delivered under the moneyGPS AFSL, meaning no licence is required on your end.
What We’ll Cover
Effortless Onboarding & Deployment: See how you can launch both platforms in hours – no disruption to your current workflows, no extra headcount and be fully operational immediately.
New SMSF Advice Service: Learn how our new SMSF Advice service can solve critical advice needs and…help you give up that expensive SMSF licence.
AI-Powered Client Engagement: Discover how our RG146-trained AI agents and digital coach deliver 24/7 plain-language guidance, behavioural nudges, and smart triage of complex cases back to your advisors.
Attract & Retain New Segments: Learn strategies to engage digitally savvy millennials, the next generation of HNW families, and insurance-only or non-advised clients, deepening relationships by serving whole households.
Rapid ROI & New Revenue Streams: Explore fee-for-service models via advice modules, SMSF reviews and coach sessions – that capture 100% of fees, unlock premium charges, and deliver positive ROI super-fast.
Compliance without Complexity: Leverage our AFSL to offer full digital advice and SMSF compliant solutions – eliminating your licensing burden and regulatory risk.
Why Listen?
Scale Efficiently: Automate routine advice, freeing your team for strategic, high-value work.
Differentiate Your Firm: Stand out with cutting-edge digital services that clients love.
Future-Proof Your Practice: Retain critical clients by engaging entire families and next-gen members.
Presented By:
David Smith, Smithink + George Haramis, moneyGPS
Find out more about moneyGPS here.
84 episodes
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Similar to Smithink - helping accountants turn their practices into great businesses
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
…
continue reading
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