Practice management webinars

Recordings from our monthly webinar series, covering a range of topics from technical strategies to innovation. 

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How to enhance your business with AdviceTech

Automating processes, focusing on the customer experience and taking advantage of external expertise is saving advisers time and enabling them to enhance their business proposition - find out which technologies advisers are using.

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Improve your business with Design Thinking

Tim Kotsiakos, Creative Director and Founder at MASS, explores Design Thinking, a technique that any organisation can use to test business ideas, protype new concepts and understand customers better. 

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New super changes, new planning opportunities

Watch a video recording or listen (podcast) to Netwealth's Technical Services team discuss the current superannuation landscape, exploring the ...

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Healthy is the new wealthy

Sasha Carey, Vitality Coach at AIA, explores the importance of investing in workplace health, and uncovers the productivity benefits it can have for your advice practice.

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Top 10 learnings from Silicon Valley fintech players

Find out the latest on Bitcoin, artifical intelligence, cyber security and social media, and how it is set to impact the financial services industry. Michelle Baltazar, Director of Media at Financial ...

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What will the 2017 Federal Budget announcement mean for you?

2017 Federal Budget: Netwealth's Technical Services team discussed how this year's Budget announcement may impact you and your clients, and provide you some key strategic considerations.

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What do other advisers charge?

Pricing your advice services is always a challenge, and with the LIF reducing insurance commissions from the 1st of January 2018, it's more important than ever to get it right. In our April 2017 webinar Sue Viskovic from Elixir ...

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Is up the new consensus?

During our March 2017 webinar, Lukasz de Pourbaix from Lonsec Investment Solutions explores the rapidly changing environment Australian financial advisers face, and how to confidently construct investment portfolios in the current ...

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Unlocking the value in your financial planning business

Rob Jones from Peloton Partners shared his research and insights into how to successfully grow your financial planning business. See benchmark data to compare your business' EBIT and profit margins against and understand the ...

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It’s not all about FANGA: Other global growth industries to consider

During our November 2016 webinar, Theo Maas from Arnhem shared his thoughts on Facebook, Amazon, Netflix, Google and Apple (FANGA ) stocks and explored the ‘Automotive’ and ‘Augmented Reality’ industries.

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Lessons from Silicon Valley and what it means for Australian advisers

During our December 2016 webinar, Santi Burridge from Implemented Portfolios shared key takeouts from a recent study tour in Silicon Valley and what it means for Australian financial advisers.

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The 5 deadly sins of SMSFs

During our October 2016 webinar, Keat Chew and Nigel Smith from Netwealth Technical Services shared their thoughts on the 5 deadly sins of SMSFs and how they can be avoided. 

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Secrets of digital marketing

Watch Netwealth and Pandora present on how to use digital marketing tactics and tools to help drive greater awareness of your business and increase customer leads.

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Applying a 'Silicon Valley' mindset to your business

Watch Stewart Bell from Audere Coaching present on how financial advisers as business owners can apply a 'Silicon Valley mindset' to help efficiently scale their practices.

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Better client outcomes and conversations through managed accounts

Watch Alex Dunnin from Rainmaker Group present key findings from their latest research on managed accounts and what it means for financial advisers.

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The evolution of asset allocation

Watch Tracey McNaughton from UBS present on the evolution of asset allocation strategies.

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Five insurance strategies your clients really want to hear

Watch a presentation from Zurich’s Andy Marshall on how advisers can design better insurance strategies within their businesses.

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