This Week at Skye Ep39: Why “simple” tech changes turn into chaos inside an advice firm 🤯

Описание: Everyone thinks switching a booking platform is a two-click job.

Then you remember you have 10 advisers, associates doing discovery calls, a hundred different calendar links floating around, and workflows that break the second one email template is wrong.

That’s what last week looked like at Skye, a wine tour, referral partner catch ups, and Trent living in the deep end of CRM updates trying to make the machine run smoother for clients and the team.

And then we got into the stuff that actually matters for the industry right now, what the profession is asking for ahead of the Federal Budget.

Australian Taxation Office (ATO) portal access so advisers aren’t stuck on hold, simpler tax deductibility for advice so people actually use it, and fixing the cost pressures that keep pushing new advisers away.

We also share a real client example that surprised a lot of people, an industry super insurance option that would have cost around 30% more than retail for the same cover, with fewer features.

Then to finish, Trent brings “viral yoghurt cheesecake” and reveals their dessert rating system, including the controversial cap.

If you’ve ever wondered what’s happening behind the scenes in advice, this one’s for you.

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