CPD adviser webinars
Recordings from Netwealth's Business IQ webinar series, covering a range of topics to support your business.
Grow your Business IQ
Welcome to Netwealth's collection of CPD webinar recordings for Fortnum Private Wealth. Hear industry thought-leaders share their knowledge on a range of topics that include advice strategies, business management and innovation.
To receive a CPD point you must have watched at least 45 minutes of the presentation. Your CPD information will then be emailed to you along with the webinar resources.
Upcoming live webinar:
On-demand webinars (more information on each below):
- How to evolve to goals-based advice
- Are you maximising the government's COVID-19 financial aid for your clients?
- Making sense of the current financial advice landscape
- How clients are reacting to uncertainty and how best to deal with it
- What does the coronavirus stimulus package mean for you and your clients?
- Adapting to change: How to future-ready your practice
- Practical steps to building an estate planning offering
- How to transition a family-owned business
- Create a strategic roadmap for 2020 and beyond
- The likely impacts of AI on your business and financial advice
- Marketing strategies to communicate your value effectively
- Learn the AdviceTech successful businesses are using
- Attract, retain and advise Gen X&Y clients
- Pricing in a post Royal Commission world
Beyond Grandfathering - The future growth paths for Australian advisory firms
Tuesday 7th July, 12-1pm AEST
Jim Stackpool - Founder of Certainty Advice Group
Join Jim Stackpool, Founder of Certainty Advice Group, as he explores how valuation and pricing models might change, what advice propositions will dominate the industry and what guiding business performance benchmarks are required in the post grandfathering era. This webinar aims to give you an understanding of:
How to evolve to goals-based advice
Fraser Jack - Advice Intelligence
Join Fraser Jack, Head of Partnerships at Advice Intelligence, as he discusses the fundamental differences between traditional advice and goals-based advice and how to turn this advice philosophy into a methodology for your business. In this presentation you will learn:
Are you maximising the government's COVID-19 financial aid for your clients?
Keat Chew - Netwealth
Join Keat Chew, Netwealth's Head of Technical Services, as he explores practical strategies to help you and your clients take advantage of the legislative changes around COVID-19. Keat will present strategies on:
Making sense of the current financial landscape
Mark Hoven - Adviser Ratings
Join us and hear the key findings from the latest Adviser Ratings Financial Advice Landscape report, a comprehensive look at the industry, drawing on both public and proprietary data sets of 1,200 advisers and practice principals.
In this presentation you will gain insights from the perspectives of advisers, clients and service providers, and will learn:
How clients are reacting to uncertainty and how best to deal with it
Andrew Inwood - CoreData
Drawing on CoreData's just completed research Andrew Inwood will share insights into how Australian investors are reacting to the market uncertainty and how advisers can best support clients in this environment.
This webinar aims to provide you with an understanding of:
What does the coronavirus stimulus package mean for you and your clients?
Keat Chew - Netwealth
Keat Chew, Netwealth Head of Technical Services, examines the Federal Government's coronavirus stimulus package to simplify what matters most for you and your clients. Specifically Keat will consider:
Adapting to change: How to future-ready your practice
Jason Andriessen - CoreData
While it's been an uncertain time for the advice industry, new opportunities continue to present themselves. Demand for advice is still significant, baby boomers are retiring at substantial rates and we’ll see $3.5 trillion worth of assets transferred between generations over the next 25 years*.
To help you adapt and benefit from these and future trends, Jason Andriessen, managing director of Coredata, will explore what you should be doing to position your business for growth and success.
In this presentation you will learn:
- The macro forces influencing the advice industry and their likely impact
- The parallels of the UK Retail Distribution Review that are relevant
- The business characteristics that will lead to future success
- Why embracing change is important
- How to appeal to High Net Worth clients
* McCrindle, 2016, Wealth Transfer Report, A Report for No More Practice, September
Practical steps to building an estate planning offering
Brandon Thompson - Yodal
If you're looking to grow your business and strengthen client relationships then you may wish to consider the role estate planning has on your value proposition.
In this webinar Brandon Thompson, CEO of Yodal, demonstrates the practical benefits of an estate planning offering and outlines why advisers are well placed to capitalise on this commercial opportunity.
In this presentation you will learn:
How to transition a family-owned business
David Smorgon OAM - PointMade
Over the next 10 years a significant amount of "baby-boomer" business owners will be looking to retire, sell up or pass on the reins to the next generation. This historic transition of wealth creates a unique opportunity for financial advisers to guide clients through the succession process, and ensure an enduring client relationship with the family.
Learn from David Smorgon OAM about how to transition a family-owned business through generations, sharing his experiences from Smorgon Consolidated Industries, one of Australia’s largest family businesses.
Key insights that will be shared include:
Create a strategic roadmap for 2020 and beyond
Brad Fox - SmartBrave Consulting
At a time where the financial advice landscape is still rapidly transforming, practice owners and leaders need a plan to not just future-proof their business, but a strategy to thrive in 2020 and beyond.
Brad Fox, Managing Director at SmartBrave Consulting, guides you through the process of creating an effective strategic roadmap to not just future-proof your business, but a strategy to thrive in 2020 and beyond.
In this webinar Brad will cover:
The likely impacts of AI on your business and financial advice
Joel Robbie - Nod
With so much industry speculation, it can be difficult to determine if Artificial Intelligence (AI) will result in the end of financial advice as we know it or unlock a new universe of possibilities for advisers.
In this webinar Joel Robbie, co-founder and CEO of Nod, will help you understand the true and likely impact of this technology on your business and provide you with practical tips to navigate and capitalise on any change.
In this webinar Joel will cover:
Marketing strategies to communicate your value effectively
Kim Payne - 9Rok
Demonstrating value to clients is becoming more and more critical as client expectations continue to rise.
In this webinar Kim Payne, founder of 9Rok, shares marketing tips to help you connect, engage and position your value so clients understand why they shouldn't live without you.
Kim works with professional advisers to unlock the hidden value in their business so they can reach more customers, improve profitability and have more control.
In this webinar Kim will cover how to:
Learn the AdviceTech successful businesses are using
Andrew Braun - Netwealth
The 2019 Netwealth AdviceTech research report takes a detailed focus at how the best advice firms adopt technology and use it to their advantage.
Join Andrew Braun, Netwealth General Manager of Marketing, as he discusses this report and examines the AdviceTech your business should consider today and what your adoption roadmap should look like for the near-future.
In this webinar Andrew will cover:
Attract, retain and advise Gen X&Y clients
Steve Crawford - Experience Wealth
Generation X&Y have a net worth of over $1.4 trillion*. If you are looking to tap into this opportunity then this session is for you.
Explore what changes your business may need to make to better attract, retain and advise this market with Steve Crawford, CEO of Experience Wealth – a business that deals exclusively with Gen X&Y clients.
In this webinar Steve will cover how to:
- Get a deeper understanding of Gen X&Y
- Build an offer that appeals to this market
- Use brand building initiatives to enhance your messaging
- Create a clear 90-day action plan
* 2016 ING ‘The truth about Gen X and Gen Y' report
Pricing in a post Royal Commission world
Rob Jones - Peloton Partners
In this webinar, learn about emerging pricing trends in the industry based on data from 70 advised firms across Australia, as well as strategies to help you better communicate your value proposition to clients.
Hear from from Rob Jones, managing director of Peloton Partners, a consultancy firm that reviews, designs and implements sustainable strategies to advice practices of all sizes across Australia.
In this webinar, he will cover:
- What pricing models are being used by practices across the country
- How to capture all components of your offering in your pricing
- How advisers are tailoring pricing to extract latent value in their business
- Methods to express your intangible and tangible value to clients
Between Meetings with Matt Heine
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole.