Practice management webinars
Recordings from our monthly webinar series, covering a range of topics from technical strategies to innovation.
See recent research findings from the Investment Trends 2018 Financial Advice Report. It explores the current demand in Australia for financial advice by and the top things clients are looking for when seeking financial advice.
Hear the implications of the best interests duty for advisers in-depth with Claire Wivell Plater, Chairman of The Fold Legal. She looks at this in light of a number of ASIC regulatory interventions and the current Royal Commission.
Learn about US digital trends that are set to impact the Australian financial planning industry, including AI and its impact on financial advice, client-centric innovation and how big data will change business decisions in the future.
Learn the essentials of offering estate planning with Anna Hacker, estate planning national manager at Australian Unity. Find out how it can help advisers understand their clients better and why they are vital in any financial plan.
The Hon. Bernie Ripoll, author of the Ripoll Report that led to the FoFA reforms, wants to take financial advice to all Australians and believes digital solutions for advice practices is one of the key ways to achieve this.
Netwealth's Head of Technical Services, Keat Chew, analyses the 2018 Budget announcement - highlighting how it may affect you and your clients, and providing you with some key strategic considerations.
Andrew Braun, general manager of marketing at Netwealth, discusses simple yet powerful techniques to help you develop a marketing strategy and tactics to grow and retain your customer base.
According to the latest research, 45% of financial advisers had experienced a cyber incident last year. Julian Plummer, founder of Kamino, delves into why cyber security is a very real issue for financial advisers and their clients.
Alisdair Barr, Founder of Grad Mentor, discusses why millennials may be pivotal to the long term success of your business. He provides principals, practical tools and techniques to help you engage and keep this group motivated.
Learn about the new educational tools and technologies available that help extend your advice offer beyond the individual client and to the whole family, with Kendall Flutey from Banqer.
Hear from Netwealth's Paul O'Connor, Head of Investment Management & Research, on how a private label managed account solution can bring together advice, investment and administration to deliver a seamless client experience.
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.
Watch a video recording or listen (podcast) to Netwealth's Technical Services team discuss the current superannuation landscape, exploring the ...
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.
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 ...
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.
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.
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 ...
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 ...
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 ...
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.
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.
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.
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.
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.
Watch Alex Dunnin from Rainmaker Group present key findings from their latest research on managed accounts and what it means for financial advisers.
Watch Tracey McNaughton from UBS present on the evolution of asset allocation strategies.
Watch a presentation from Zurich’s Andy Marshall on how advisers can design better insurance strategies within their businesses.