9. Interview: Wealth is Growing Faster Than Accounting with Malcom Stewart
From The Trenches
English - February 27, 2020 04:15 - 16 minutes - 15 MBBusiness News News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this special episode David interviews Malcolm Stewart from MJS Business & Financial Services. Malcolm met David at the Perth Xero Roadshow and asked to be on the podcast. Turns out we’re in the business of making dreams come true.
In this episode you will learn:
The best, safest investment strategy
Managing through the wealth industry revenue model changes
Managing a practice through the mining boom, and after it!
Malcolm’s favorite tech change (My Prosperity integrating with X Plan)
Why older accountants struggle with the physicality of the FASEA exams
Old school targeted marketing. A paper solution to a digital problem.
www.sendhandwritten.com.au
About Us
From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Change GPS. Proudly sponsored by BGL and The Outsourced Accountant.
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