SMSF: Using data to empower clients
An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "SMSF: Using data to empower clients" was published on October 6, 2023 and runs 45 minutes.
October 6, 2023 ·45m · Wealth Management Podcast Network
0:00 / 0:00
Episode Description
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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