‘Happy new financial year’: Looking back and planning ahead

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 the 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.