‘Happy new financial year’: Looking back and planning ahead
Update: 2025-07-02
Description
In this episode of The ifa Show, host Keith Ford is joined by James O’Reilly, financial planner and director of Northeast Wealth, to delve into why advice practices should be conducting an internal review at the end of the financial year, arguing that this is a great time to look at what can be done better.
Efficiency has been a particularly hot topic over the last 12 months and with this in mind, O’Reilly explains that now is a great time to look at where the bottlenecks and pinch points in your advice process might be and make a plan on how to improve them.
Listen as they discuss:
- Why ATO Portal access is so important for advisers.
- What businesses should be doing to maximise marketing effectiveness.
- How overall team wellbeing can impact the workplace.
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