Get ahead with understanding re-platforming and its impact ft. Mickey Gambale
PROpulsion LIVE
English - November 01, 2022 00:00 - 39 minutes - 27 MBBusiness Education financial advisor financial planner tax practitioner franchise principal practice management grow propulsion francois du toit technology automation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
So should you really care about this as a financial adviser who uses investment platforms or even as an end client invested via an investment platform into the market? Well, that answer is a resounding YES.
Yes, you should care because whether you like to believe it or not, changing or re-platforming an investment platform business is not for the faint-hearted. As we saw in the UK and other parts of the world, high project costs in the hundreds of millions (sterling, that is) and project delays seem par for the course.
An unconventional executive with a need for speed (fast cars and even faster bikes), Mickey has over the last 20 years built up his business experience to include a vast range of financial service skills.
He really has done everything – from starting a micro-lending and E-commerce business to being an executive at corporate level – and has the tertiary education to back it.
Join Francois du Toit and Mickey Gambale, Executive at INN8, for a deep-dive discussion on this very important topic and get ahead with understanding the impact this will have and you, your practice, and your clients.
Join us LIVE for the best experience and to engage with us.
---- Connect with our guest ----
Mickey Gambale - LinkedIn: https://www.linkedin.com/in/mickey-gambale-b578b53/
Website: https://inn8.co.za
About INN8: We partner and support wealth managers of the future: the financial visionaries who guide their clients through new and uncertain times, providing tailored and invaluable advice that helps their clients achieve their investment vision.
---- Please subscribe to the YouTube channel ----
Click the SUBSCRIBE button while you are there ;)
---- Speaker and Influencer Programme 2023 Application ----
Closes 31 October 2022
Apply now: https://financialplanningconference.global
---- PROpulsion Tech 2023 ----
Save the date: https://www.propulsion.co.za/tech
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
#financialplanning #investing #platform