AdviceTech Podcast, tax advantage & getting creative.
Collins SBA
We are improving the lives of business owners with financial advice, accounting, business coaching, insurance solutions.
Patrick Gardner Head of Technology at Collins SBA is joined by Alex Gassner, General Manager at Scale Up Paraplanning for Ensombl AdviceTech Podcast.
They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution “Paradino”.
Let's Chat about Tax. Is this keeping you up at night?
Taxes aren’t just a yearly obligation; they are the backbone of your business’s financial health. Proper tax management ensures legal compliance and maximises your financial efficiency, providing a strong foundation for growth.??Download our FREE eBook if you are ready to take a look into all the details behind the tax advantage.?
3 (Creative) Ways to Get Your Business to Run Without You
If you aspire to build a valuable company, one crucial factor is to ensure your business can operate independently without your constant involvement. Embarking on this journey can feel daunting.
The opportunity to get together to share experiences, volunteer, support local causes, or participate in events, not only gives back to the community where we live, work and play but we also gain invaluable perspectives.
These experiences inspire fresh ideas, foster empathy and collaboration and ignite creativity by broadening our understanding of the world around us says Amanda Jones Marketing Manager at Collins SBA.