PodParley PodParley

SMSF: How to implement an outsourcing solution

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "SMSF: How to implement an outsourcing solution" was published on July 14, 2023 and runs 47 minutes.

July 14, 2023 ·47m · Wealth Management Podcast Network

0:00 / 0:00

AccSource founder and managing director Boobalan Madhavan joins the SMSF Adviser Show to discuss how advice and accounting firms can benefit from outsourcing.

Mr Madhavan explains the problems that outsourcing can help solve, as well as how to integrate it into your business while retaining buy-in from your current employees.
 
He also covers how to find an effective outsourcing solution and how to tell that a provider is right for your business.
 
Finally, Mr Madhavan highlights the legal obligations involved in integrating an outsourcing solution and how you install processes, standards and expectations for an offshore team.

The Inclusive AF Podcast WRKdefined Podcast Network Welcome to the Inclusive AF Podcast, your go-to destination for all things DEI, HR, and workplace inclusivity. Hosted by two BFFs with a combined decades of experience in the people space, Katee Van Horn and Jackye Clayton, this podcast is where candid conversations meet insightful, actionable strategies. Together, they dive deep into the complex (and often messy) world of Diversity, Equity, and Inclusion, exploring how to build workplaces that are not just diverse, but truly inclusive.Katee is a dynamic Chief People Officer and DEI thought leader at WebPros, dedicated to shaping inclusive corporate cultures that empower underrepresented groups. With expertise in global HR strategy, leadership development, and talent management, Katee brings a wealth of knowledge—and a sense of humor—to every episode.Jackye, a seasoned HR tech and DEI professional, has spent over 15 years driving transformative change in the workplace. A connector at heart, she bl Swiss Banking Lawyers Podcast Enzo Caputo A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private connections with other Swiss bankers can produce much better results in the benefit of our clients.Our insider knowledge, combined with our insider connections are the key factors to be successful in solving the problems for our clients. Our boutique law firm is not on the payroll of the powerful Swiss banks as the other big law firms. Intentionally, we do not accept Swiss banks as our clients. Our highly-experienced team of international professionals consists of banking lawyers, bankers, taxati Aggressive Balance with Dennis Morton Morton Brown Family Wealth A common term in the financial industry, “aggressive balance” is used to describe the optimal investment portfolio. Dennis Morton, a Certified Financial Planner™, entrepreneur, and former U.S. Army captain believes the same can be said for life and leadership. In his role as founder of Morton Brown Family Wealth, Dennis sees the transformative impact on financial lives when people become confident leaders. In this podcast, Dennis calls on his network of mentors and influential leaders to share how they cultivate the confidence to attain aggressive balance in both their professional and personal lives. Ladies Building Legacies Josie Payoute Hosted by Josie Payoute and Taneice Lewis, Ladies Building Legacies is the podcast that teaches women & young girls how to create wealth through real estate, entrepreneurship, investments & partnerships. We break generational patterns of poverty, scarcity, and struggle, and replace it with new ideas, resources, money management and the ability to circulate the dollar within the community through building strong bonds, networking, and collaborative efforts.
URL copied to clipboard!