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The rise of the Millennial SMSF trustee

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Manage episode 374393786 series 3420709
Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Greg Hansen, Executive, Group Strategy at HUB24, and Jo Hurley, General Manager, Growth at Class, join the SMSF Adviser Show to talk about Millennials entering the SMSF space.

Mr Hansen and Ms Hurley explain what is causing the expansion of the SMSF sector and how technological advancements enable customised SMSF service offerings for Millennials.

The pair also cover how advisory firms are adapting their practices to effectively serve the evolving demands and expectations of clients.

Finally, Mr Hansen and Ms Hurley highlight what advisers and accountants need to think about when engaging with a younger demographic to cater to their specific needs and preferences.

  continue reading

129 episode

Artwork
iconBagikan
 
Manage episode 374393786 series 3420709
Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Greg Hansen, Executive, Group Strategy at HUB24, and Jo Hurley, General Manager, Growth at Class, join the SMSF Adviser Show to talk about Millennials entering the SMSF space.

Mr Hansen and Ms Hurley explain what is causing the expansion of the SMSF sector and how technological advancements enable customised SMSF service offerings for Millennials.

The pair also cover how advisory firms are adapting their practices to effectively serve the evolving demands and expectations of clients.

Finally, Mr Hansen and Ms Hurley highlight what advisers and accountants need to think about when engaging with a younger demographic to cater to their specific needs and preferences.

  continue reading

129 episode

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