IA 007: Australia & Technology with Stephen Handley, CEO of Fin365
The Innovating Advice Show
Shownotes Transcript
Stephen Handley is on the show talking all things technology, from making sure you’re getting the most out of your existing tech to determining when you need to search for a new platform and how to go about doing that.
You’ll Learn
- How the broader financial services industry is evolving in the wake of the Royal Commission.
- Embracing technology to improve the client experience and reduce client fees.
- The average number of clients per adviser in Australia.
- How to evaluate brand new tech platforms.
- A philosophy for determining and reviewing your technology needs.
- To review your business expenses for subscriptions you’re not using but still paying for.
- What features are beneficial for financial advisers to have in a CRM.
- How Fin365 has built a platform that can handle multiple currencies and creating statements on demand.
- About client’s expectations of financial advisers.
- Ways to highlight the value that advisers provide in client review meetings.
- How Fin365’s innovative software enables financial services businesses to deliver a better experience to more customers with greater efficiency.
Guest Bio Stephen Handley, by his own admission, likes to try stuff. His diverse career has included stints at BHP, Texas Instruments and Microsoft, a couple of start-ups, the family financial planning business and even a beachside boutique hotel. He has degrees in electrical and music engineering and, prior to the arrival of 3 children, could frequently be found gigging at his favourite pub or fretting over his latest batch of wine. He is currently CEO, of Fin365 a fintech software solution that helps financial services professionals deliver better quality and more affordable advice to their clients.
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