Podcasts about myprosperity

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through the digital tools included in the MyProsperity client portal, and how it can best be implemented to increase practice efficiencies and scale client engagement. MyProsperity Website:  https://www.myprosperity.com.au/       Karolina Kuszyk: https://www.linkedin.com/in/karolina-kuszyk-b613a06/ Curiosity Corner (Chat GPT-4): https://openai.com/product/gpt-4   Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: http://www2.xyadviser.com/ok5gyu Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

It seems most Financial Advisors are no longer of the mindset that Fintech is going to replace them, but rather complement them and their value proposition for clients. So if this is the case, surely the question then has to be - how can Advisors leverage the power of Fintech in a post royal commission world? Chris Ridd (LinkedIn: /chrisridd) has an impressive career history in tech. After working at Microsoft for 15 years, he then took on the role of CEO at Xero and led the growth of the company from a handful of employees to over 300. Now, he is part of the executive team at myprosperity (https://www.myprosperity.com.au) and believes the key for an advisor to not just exist, but to flourish in a post RC world, is to first help their clients feel like they’re in control. In this episode you’ll learn: 4:22 – The three elements Chris looks for in a sound startup. 12:44 – What’s the key for an advisor to not just exist, but to flourish in the next 5- 10 years? 31:00 – How to be an effective leader and drive a great company culture 35:10 – Why leaders DON’T need to know everything, and the importance of authenticity 39:17 – What is the best thing advisors can do to grow their business? 41:24 – Are advisors using MyProsperity as a lead generation tool? If so, how? XY Adviser Online Training Platform - https://www.xyadviser.com General Disclaimer - https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (https://www.HUB24.com.au), an ASX listed company with over $10b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisers to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisers going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

Host of the BGL Podcast Jorge Tsipos talks to Stephen Jackel, the CTO of MyProsperity about how to build an agile cloud product, the difficulties in moving from the technical to the managerial and ‘architecting to scale’. AI: From the 90’s to now. How has fintech impacted the way advisors interact with their clients? ‘Architected to scale,’ what does that mean and how? The difficulties involved in starting technical and moving to management. How to build features that clients don’t even know they need or want. Follow us on Twitter @BGLdot  | Facebook @BGLCorp Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.

Welcome to our sixth podcast where we interview Chris Ridd the CEO of MyProsperity and the former MD of Xero. Chris has played an integral part in the growth of some of the largest FinTech companies in Australia and talks all things tech and money in 2018. In this podcast we discuss; * What impact technology will have to money management * How to scale a business and create a winning culture * The evolution of technology and how it will change the future * The value of getting good advice  * How to avoid being a bottle neck in your business The #EnjoyTheJourney podcast by Aureus Financial's founders Jackson and Sam aims to engage in friendly banter and great conversation to understand the critical elements that define successful people and inspire everyday people to do extraordinary things. We hope you enjoy this podcast. If you want to follow and subscribe please find us on www.facebook.com/aureusfinancial https://www.youtube.com/channel/UCvPcQ-kY6Yq9Lpn67za-QEQ www.twitter.com/aureusfinancial www.instagram.com/aureusfinancial www.aureusfinancial.com.au join our facebook community full of engaging content and education at https://www.facebook.com/groups/thewealthmentorcommunity/ Get in touch with Chris Ridd and the team at MyProsperity at www.myprosperity.com.au If you want to signup to MyProsperity use this link to get your FREE account https://myprosperity.com.au/accounts/account/register?cobrand=aureusfinancial

On this episode of XY Live, we will be discussing with Chris how to balance out all the competing priorities in your business, from business development to service innovation and getting the right people around you. As the current CEO of MyProsperity and ex CEO of Xero Chris will share the mistakes he’s made and many of the things he’s learnt at the business start up stage which are useful to financial advice practices. Note: there was some great value shared in this session, however, audio issues were experienced at times. Please use the fast forward function to skip through when low audio quality is experienced.