UncommonCents

Author: Dean Holmes & Craig Kouimanis

Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.
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Language: en-au

Genres: Business, Entrepreneurship

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UncommonCents Episodes 102: Data in Financial Planning Firms
Episode 102
Wednesday, 4 February, 2026

Dean Holmes talks with Steven Handley from Fin365 abouthow clean, centralised data and Microsoft’s tools help financial planners automate, streamline, and secure their businesses. They explore practical AI uses—like file‑note creation and compliance checks—plus the risks of third‑partymodels. Steven shares how Power BI reveals data quality, efficiency, and profitability.Bottom line: Tech won’t replace advisors—it strengthens trusted client relationships.