Days like these are gold! This week Jerry Kalogeropoulos got together a bunch of people from around the industry to share stories to help us all be better - as practitioners and owners. No one is perfect, myself especially. But we can always strive to be better. Days like these, people sharing and helping each other, are gold. I learnt a lot. The Advice Assembly was created from a standing start to some 80 people tuning for 2 punchy hours on 4 topics that are being discussed in most board rooms today. Thanks to Professional Planner for the article covering the Business Efficiency session. There is more, much more, across the 4 topics. For those that missed it I've provided a link Jerry has shared to the recording. 1) Technology: Distinguishing the hype from the helpful 2) Business efficiency: The future of efficiency (and how to get there). 3) Business growth: The many ways to bake an M&A cake 4) Industry growth: Is industry meeting Australia's growing retirement needs? Link to the full 2 hours webinar below: https://lnkd.in/g7s_Fw3h Love to know what you think, comment below 👇 😀 Lastly, thanks to Emily Jenkins and CATE AMERICANO for joining me for session 2 on #businessefficiency - these two absolutely know their stuff and I would encourage anyone looking for help or advice to seek them out! Aptium Assist Peter Worn Rebecca Engel #adviceassembly #financialplanning #businessefficiency #financialadvice #professionalplanner
It may sound counterintuitive, but advisers and business owners can be the biggest root causes of inefficiency, according to a panel discussion. However, there are different solutions that can help boost effectiveness of both these crucial parts of the business. Mark Zaglas Peter Worn Rebecca Engel #adviceassembly #ai #technology #cybersecurity #cyberrisk #microsoft #financialadvisers #financialplanning #financialservices
Andrew Wells
5mo
Sounds amazing. Congratulations all!
CATE AMERICANO
5mo
Thank you for your very kind words, Mark Zaglas. It was a pleasure being on the panel with you and Emily Jenkins. I’ll collab with you anytime! It’s always great exchanging ideas, perspectives, and insights. We truly are 'better together.' Collaboration within our industry makes us more efficient and it’s so much more fun! Huge congratulations to Jerry Kalogeropoulos at Aptium Assist for the fantastic idea, excellent hosting, and successfully making it all happen. It was first class!
Really appreciate your participation and kind words Mark Zaglas. It was a great endorsement for how collegiate the advice industry is, with so many great people coming together to help advisers get things done!
Chief Product Officer @ Ensombl
5moLikewise Mark, it was a pleasure to join you, CATE AMERICANO and Jerry Kalogeropoulos for a conversation on business efficiency and share some great insights. I’d happily join a panel discussion with you both any day. And well done Jerry Kalogeropoulos for organising a hyper-insightful, collaborative and efficient learning session for those who want to improve what they do. As Mark said - the gold is the intersect of real-world knowledge and experience with a desire to share and learn to move the advice profession forward 🙌🏼