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In this special episode David interviews Malcolm Stewart from MJS Business & Financial Services. Malcolm met David at the Perth Xero Roadshow and asked to be on the podcast. Turns out we’re in the business of making dreams come true. 

In this episode you will learn:

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• The best, safest investment strategy
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• Managing through the wealth industry revenue model changes
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• Managing a practice through the mining boom, and after it!
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• Malcolm’s favorite tech change (My Prosperity integrating with X Plan)
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• Why older accountants struggle with the physicality of the FASEA exams 
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Old school targeted marketing. A paper solution to a digital problem. 

www.sendhandwritten.com.au

About Us

From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Change GPS. Proudly sponsored by BGL and The Outsourced Accountant.

See omnystudio.com/listener for privacy information.