“Does your business have a technology strategy?”...some concerning stats from #fpa2019 not sure if “talking to your service provider” is the right option/helpful in all cases. #Fpacongress2019 @AustraliaFPA @mattheine
An ever evolving solution... will be getting some videos up into Insights.IRESSconnect.com soon. – at Melbourne, Victoria
IRESS launches new client portal for tomorrow’s advice business! moneymanagement.com.au/news/…
The power of #community at work! Advice professionals can benefit from this at: insights.iressconnect.com thanks to contributors like @InnovusAdvice @Cooper_Felicity @AndrewBournePDX #valueofadvice #FinancialServices @IRESSInsights
Concerning that I'm paying closer attention to these topics and spending far less time reading my subscription to 'BASE jumping world'... #changingtimes #financialeducation
"Aged Care: The growing need for client centric educational material" linkedin.com/pulse/aged-care… by @InnergiRobert on @LinkedIn #agedcare #financialeducation #FinancialLiteracy #financialplanning #financialadvice #clientcommunication
Morning meeting with @myprosperity & @eeemmmiii required a change of attire! thanks for your time @Chris_Ridd Looking forward to discussing more with the adviser community on @IRESSInsights #OfficialSocks #IRESSLabs #FinTech – at Sydney, New South Wales
And where were you @Innergi_Robert ?! #sharingiscaring teapaw.org/crosbiewealth/status/1… – at Melbourne, Victoria
Not enough kids choosing #financialplanning as a career path - why not expose them to #fintech like @UniversitySA has with @iress goo.gl/7HRyu6 #Giveback @MisterTaxman @VCECareers_Expo @AustraliaFPA
Michael Kinens retweeted
I love it when you do a demo and at the end the potential client says,
'That's exactly what I am after and everything I was hoping it would be'.
Nice to know you can help someone out. Happy Easter lnkd.in/gqFtfWV
Michael Kinens retweeted
Never undervalue the benefits that an ongoing commitment and focus to #FinServ industry delivers... #fintech via @iress @IRESSInsights teapaw.org/ifa_au/status/97307991…
Need to keep the discussion going? Consider establishing a ‘virtual group’ where the team can collaborate... it’s happening here Insights.iressconnect.com teapaw.org/citrusdavid/status/968… – at Melbourne, Victoria
Have you got a study group? Find and start one with a group you can share and grow with. @brian_heckert @MDRTAustralia @JBSFinancialJB @Matyfogarty
Michael Kinens retweeted
Check out @SuiteBoxVideo as a crucial compliance record keeping tool and fully integrated with @iressUK @XPLANinfo teapaw.org/iressuk/status/9669911… – at Sydney, New South Wales
Oldie but a goodie... teapaw.org/jbsfinancialjb/status/… – at Melbourne, Victoria
Make sure you constantly survey your clients to know what they want and are they happy @JAB138
Michael Kinens retweeted
Cool to see Lucsan Capital as a compliance innovator of the year finalis! fintechbusiness.com/fintech-… @Lucsan_RegTech
The next phase begins... #fintech #cx #practiceefficiency #uxdesign teapaw.org/eeemmmiii/status/95929… – at Melbourne, Victoria
The very first experiment from the XPLAN Labs initiative is being released in February.
Labs: Navigating XPLAN | IRESS Insights Community @iress @IRESSInsights insights.iressconnect.com/co…
Michael Kinens retweeted
.@DomaComTweets' property sub-funds have been integrated into financial software @XPLANinfo ow.ly/S05A30hJpJI
Michael Kinens retweeted
Do you manage a sales pipeline? XPLAN Labs is just around the corner and the first cab off the rank (or at least one of the first) will be the 'Opportunities' experiment.
Labs: Opportunities Management | @IRESS Insights Community insights.iressconnect.com/co… – at Sydney, New South Wales
Michael Kinens retweeted
Amazing effort and well done to our Future2 riders and hikers ~ $130,000 raised so far! Contributions are still welcome! #FPACongress @Future2Foundn
oooh... a timely reminder! teapaw.org/estatebattles/status/9…
#EvanCooper did you happen to catch #Alexa's first date with @XPLANinfo goo.gl/CtUPK4? #financialplanner #fintech #CX #API @newsfromIN @iress @amazon #keepingup?
























