Professional Planner ’s Post

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

🙏 From the over 80 financial advice professionals who tuned into Aptium Assist's webinar, "The Advice Assembly" last Thursday, a massive THANK YOU to the 13 generous panelists/moderators (including 7 CEO's), who delivered a concentrated dose of practical and valuable insights: Julian Place CFP® (AMP), Andrew Rocks (Ensombl), Rebecca Engel (Microsoft), Peter Worn (Finura Group), Mark Zaglas (Encore Advisory Group), CATE AMERICANO (Inspiration Cafe Pty Ltd), Emily Jenkins (Ensombl), Paul Barrett (AZ NGA), David Haintz AM (Merchant), Cameron Forbes CFP® (Forbes Fava Financial Planning), Duncan McPherson, Adrian Stewart (Allianz Retire+), and Kelly Power (Colonial First State). 📰 Thanks also to Professional Planner for covering the event and sharing some of the key insights with your audience. 🆘 As I mentioned in the webinar, at Aptium Assist we believe that paraplanning and administration support are just one tool we use to help #financialadvisers see more clients and grow faster. If you'd like to learn more, just reach out. 🆓 The full 2-hour recording is freely available here: https://lnkd.in/g7s_Fw3h ⏲ Timestamps 6:02     Panel session 1/ Technology: Distinguishing the hype from the helpful 40:30   Panel session 2/ Business efficiency: The future of efficiency (and how to get there). 1:11:05 Panel session 3/ Business growth: The many ways to bake an M&A cake 1:40:08 Panel session 4/ Industry growth: Is industry meeting Australia's growing retirement needs?

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RSK Business Solutions takes the Spotlight at The Business Show London!   RSK Business Solutions made a lasting impression at The Business Show London 2024, where our innovative IT consulting and software development solutions stole the show. Our presence sparked widespread media coverage, reinforcing our position as leaders in digital transformation.   Press Release Highlights: ✔️RSK Business Solutions showcased cutting-edge solutions in AI, cybersecurity, and scalable IT infrastructure to empower businesses. ✔️Demonstrated expertise in data analytics, streamlining operations, and protecting digital assets with robust cybersecurity solutions. ✔️Engaged with over 25,000 attendees—including industry leaders and entrepreneurs—through insightful networking and discussions. ✔️ Highlighted data analytics capabilities enabling businesses to make informed decisions and improve operational efficiency.   Our participation not only garnered significant media attention but also underscored our commitment to advancing operational efficiency and digital transformation on a global scale.   Stay tuned for more updates as we continue to lead the way in IT innovation! Checkout the links for more information https://lnkd.in/g6dprawg https://lnkd.in/g5pJxCqu https://lnkd.in/gP9Cn5kR   CXOToday #RSKBusinessSolutions #BusinessShowLondon #AI #Cybersecurity #ITsolutions

As more financial advisors embrace independence, the need for strong cybersecurity measures grows. In this recent AdvisorHub article, AlphaONE’s CEO Mike Barranco highlights the critical cybersecurity considerations for new hybrid RIAs, including strategies to safeguard business email, enhance cybersecurity awareness, and implement 24/7 monitoring with a Managed Security Services Provider (MSSP).   For RIAs launching in today’s environment, securing digital operations from day one is essential to protect client data and build trust. At AlphaONE, we are dedicated to empowering RIAs with the cybersecurity solutions they need to thrive in this evolving landscape.   Read more about the role of RegTech in the RIA start-up process – and how we can help – in the #AdvisorHub piece by Sander Ressler linked below!   #AlphaONE #AlphaONEOperations #Cybersecurity #RIA #WealthManagement #CyberAwareness #FinancialAdvisors #RegTech