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Francois du Toit
Head of Mid-Tier and Client Accounts
Tips and advice from the experts at Iress for changing your practice management system smoothly and successfully.
Down-to-earth tips to help you scale up and accelerate into a new frontier.
For many financial advice businesses, the volume of administration and compliance is stressful, with some saying they spend more time on it than with clients. That's why Linda Mannix of Mannix Financial Services decided to move Xplan and why she’s now able to do more of what she enjoys.
Tips to help you shift your mindset and get ahead.
How to be as sticky as Spotify, or as data-driven as Netflix.
It's time to get data-savvy and automate more of what you do.