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Bridging the Divide: A Comprehensive Insight on the myprosperity Client Experience
This blog post delves into the essence of the client experience, offering insights gleaned from a recent myprosperity webinar. The webinar was hosted by Karen Kairouz and Erin Klein, two seasoned professionals in the field, to shed light on what their clients have...
Popular this week
Early adoption of technology and a strong team culture with Chris Ridd and Sam Cranage
Early adoption of technology and a strong team culture were just some of the topics discussed...
5 things you need to know in advisory this week 30.4
This week it feels like we’ve turned a corner. More people are starting to talk about rebuilding,...
Collaborative technology and the advent of new service offerings in the era of COVID-19
When Chris Ridd sat down to speak with Andy Fenton of Fenton Financial to discuss how he and his...
Chris Ridd’s top 6 improved features in the myprosperity wealth portal
As some of you may know, in addition to being a director of myprosperity, I’ve also been a...
Why business as usual is the new success story with Conrad and Shane of Inspired Money
For Conrad Francis and Shane Mitchel of Inspired Money the fallout of COVID-19 has been business...
5 things you need to know in advisory this week 24.04
As Australia continues to flatten the COVID-19 curve, we’re starting to see discussion turn to how...
Digital workflows and taking clients online with Chris Ridd and Matt Sharwood
Digital workflows and setting clients up online were focal points of discussion when Chris Ridd...
Why business just got personal with Peter McCarthy
These are strange times indeed. Not in our wildest dreams did we ever think we’d find ourselves...
Accessing super early and technology versus human connection with Chris Ridd and James Solomons
Accessing super early, technology versus human connection and family time are just some of the...
5 things you need to know in advisory this week 16.4
Another week in lockdown but that doesn’t mean there hasn’t been a lot going on. In between eating...
Client preparation and market foresight with Chris Ridd and Mark Malone
In episode three of the myprosperity @home series, Chris Ridd sits down with Mark Malone of...
Help your clients with the myprosperity Covid-19 Wealth Kit
Now is an ideal time for advisers to work with their clients to shore up the financial picture of...
Episode Two: Tim Munro of Change Accountants
Episode two of the myprosperity @ home series see’s Chris Ridd sit down with Tim Munroe of Change...
5 things you need to know in advisory this week – 09.04
The world looks very different from the one we were operating in just a month ago. The effects of...
Episode One: Chris Ridd interviews David Simon of Integral Private Wealth
In episode one of the myprosperity@home series, myprosperity Director, Chris Ridd, sits down with...
New series of remote advice stories with myprosperity@home
Today we are pleased to launch myprosperity@home: an insightful video interview series presented...
COVID-19 Wealth Kit
The spread of COVID-19 is changing the way we live, work and communicate. It’s sparked economic...
The 5 worst types of clients seen in financial services
We’ve covered the 5 most popular client personas seen in financial services but what about the...
Engaging small business clients
If you look after small business clients, you’ll understand the importance of identifying their...
3 strategies engage retirees
Meet Ray the Retiree Ray is recently retired. While he doesn't consider himself as tech-savvy, he...
3 digital strategies to attract HNW clients
Meet High Net Worth Hilary Hilary is the ultimate HNW stereotype: she loves yachting, opera and...
Engage property investors
Meet Peter the Property Mogul Peter is a DIY investor. He is a high earning professional who likes...
The High Net Worth Client: 3 (digital) strategies to exceed their expectations
Meet High Net Worth Hilary Hilary is the ultimate HNW stereotype: she loves yachting, opera...
4 tips to roll out your new wealth portal
You’ve signed up to myprosperity and you’re ready to impress clients with a new branded...