Process-mapping should become a seamlessly-embedded routine for financial planners and business owners, akin to the training of elite athletes. Roger Federer, 36, is widely considered the [...]
As part of a business wide technology transformation program, fast growing privately owned licensee MyPlanner has chosen Salesforce with a PractiFI skin as their core business management [...]
Philippa Sheehan, Managing Director of MyPlanner has been shortlisted for the prestigious Women in Finance Awards, partnered by National Australia Bank. Philippa Sheehan has been [...]
The winners in the third annual ifa Excellence Awards have been announced, including some of the industry’s most well-known and respected advisers and businesses. An industry-first, the ifa [...]
MyPlanner and Managing Director, Philippa Sheehan have been shortlisted as a finalist to win 3 awards at the 2017 ifa Excellence Awards, hosted by ifa, Australia’s leading publication for the [...]
CRMs and why advice won’t go full robo (written by Philippa Sheehan, Published by IFA 11th July 2016) http://www.ifa.com.au/opinion/16518-crms-and-why-advice-won-t-go-full-robo Like most [...]
When Aussie legend Olivia Newton-John scored her biggest US hit with the raunchy single ‘Physical’ the digital revolution had not yet been televised. If you were of the demographic that [...]
June 2016 could be the start of a beautiful friendship for accountants and advisers. Historically, however, the country’s financial advisory and accountancy professions have been in [...]
Greater scrutiny of ASIC’s regulatory guidelines in recent years might have removed the need for industry reforms and various inquiries into financial services, MyPlanner Australia said [...]
Institutionally-aligned advisers will struggle to master an outcomes-based client strategy, a recently non-aligned executive has suggested. In an interview with ifa, MyPlanner managing director [...]
