SMSF: Using data to empower clients

from Wealth Management Podcast Network · host Momentum Media

In this episode of the SMSF Adviser Show, host Keith Ford is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss how digital advice services can assist SMSFs. Mr Haramis explains why he launched accountantsGPS to help accountants and advisers within the SMSF space, and how his decades of experience in the industry have informed the business and its focus. Listen as they discuss: The new SMSF Check-Up Report within accountantsGPS and the information it provides. How both accountants and advisers can utilise the service to benefit their clients. The plans for the future and what's next for accountantsGPS.

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This episode is 45 minutes long.

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This episode was published on October 6, 2023.

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