PracticeDynamix @PracticeDynamix
Jessica Lamb - Utilising the power of technology with integration of sound business processes to help you increase productivity. practicedynamix.com.au Melbourne, Victoria Joined April 2016-
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Followers61
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Following120
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Likes43
Looking for your next challenge? Practice Dynamix has a fantastic contract role to join our team of XPLAN Experts. #XPLAN #contractors #employment #newyearnewyou LINK: seek.com.au/job/38188963?_…
Are you an #XPLAN fan? Do you want to join a team with a strong focus on Service, Customer Relationships, Business Development, and Innovation? In 2019 Practice Dynamix will have an opportunity for a talented and enthusiastic individual to join our team.
Check out our new blog post - goo.gl/9QD8kQ
Practice Dynamix is hosting a Cupcake Day for RSPCA. You are welcome to join us for morning tea, and check out our newly renovated office. Please RSVP to [email protected]. If you can't attend you can still donate via cupcakeday-vic-2018.everydayhero.com/au/jessica-8
Jordan is guarding the office again this week. If only he was able to make a decent cup of coffee!
Go #XPLAN on their updates to File2XPLAN (the outlook plugin). You can now file to Client, User, Prof Adviser, Referrer, Supplier and the Doc Library. And set your access levels. Now they just need to add the ability to create a task and it will be perfect. @MichaelKinens
FREE CODE for #XPLAN users. Check out my latest blog post : Create an Email Template in XPLAN #XPLANexpert practicedynamix.com.au/single-post/20…
XPLAN Feature In Review for May: Creating a Custom / Derived Superannuation Plan youtube.com/watch?v=BWpt0Y…
@ClaringboldFS @thedandenongs If that was my view I'm not sure that I'd ever leave!
@Patrick_OCONNR @josh_mennen Sometimes there's things that you put out in the universe that make you cringe when you look back on them. Then there's this.
@feeduciary What's going to be interesting is how Advisers leverage Robo-advice to provide a cost effective solution for the accumulation generation
@ORCA_Alliance I can imagine they really failed their clients by not investing in #bitcoin in December
The goal of #FIRE is to gain financial independence and retire much earlier in life. An idea that's definitely not for everyone but this is a really interesting read about how @vicki_robin's book is paving a new retirement path for millennials. via @MONEY money.us/2HGZ4Mi#cea355…
@timqfadvice @JodieMarq @AleksVicko Yes, but completing a tax return or attending court are both things that people are forced to face - which requires them to assess their capability vs a professionals. Nobody is forced to face superannuation until retirement or forced to face under-insurance until an event.
We put everything online these days - but tech is relatively new and security isn't that well understood by many small businesses, let alone Financial Planning! Getting help from professionals in this area is worth your $$$$ x.com/SuiteBoxVideo/…
43% of businesses hacked are small businesses! Cybercriminals are targeting smaller companies with little security to get to larger partner companies. Don't jeopardize your lucrative partnerships by scrimping on your security measures! SuiteBox can help! hubs.ly/H0bJMlf0
@timqfadvice @JodieMarq @AleksVicko Barrier between planning & other professions listed here is those services are 'needed' - Advice is a choice. Yes, professionalism is important but being 'like accountants' certainly isn't. We need to be different. Education is a must. Culture fix even more important though.
What is an XPLAN health check? Practice Dynamix sits with you to check over the health of your site. Identifying areas that can be improved, suggestions based on years of experience, and confirms if current functionality is best practice. Book your health check today.
A quote to live by. #goals #financialplanning
@TonyBoydAFR The issue is that 6. conflicts with 1. - and that's where a lot of people are getting caught up. ASIC hand down regulations that add no value to the client, increase overhead costs and prevent businesses focusing on 6 to avoid making 4's. Sensibility is required from both sides.
Interesting times ahead for the finance industry x.com/TonyBoydAFR/st…
APRA uses AFR Banking & Wealth Summit to put banks on notice about the dangers from inappropriate remuneration structures - says current structures do not "effectively promote sound risk management and long-term financial soundness" - apra.gov.au/MediaReleases/… #afrbanking18
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