by myprosperity | Nov 22, 2016 | Blog, Featured, Partner profile |
We caught up with 5 Financial to find out how technology like the myprosperity platform has helped drive the firm’s extraordinary growth. 5 Financial, an integrated financial planning and accounting firm in Sydney, has had a lot to celebrate of late. Recently,...
by myprosperity | Nov 9, 2016 | Blog |
In our special ATSA report, we’ll provide insights about the conference, which include: the three types of advisory firms how more firms are embracing technology recognition of client engagement growth Download the report...
by myprosperity | Nov 8, 2016 | Blog, Featured, Partner profile |
We sat down with myprosperity partner Tim Henry to discuss his company’s strategy to help his clients develop a clear life vision, which is used to better align their finances with their personal beliefs and ambitions. Tim Henry is a financial adviser and owner...
by myprosperity | Nov 4, 2016 | News |
In his session at ATSA16, our CIO Stephen Jackel identified three types of advisory firms. Type 1 – Taxi Drivers Like things the way they are and don’t want to change. Don’t believe that they need to change the way they’ve been doing things for years. Type 2 –...
by myprosperity | Oct 20, 2016 | News |
If you’re an accounting firm that wants to become more profitable, it might be worth looking at the latest research. A report, which surveyed hundreds of small to mid-tier accounting firms, has identified three key drivers of profitability in high-performing...
