Business IQ Magazine - Digital Edition 5

Women and wealth - discover why women are increasingly one of the most promising segments of the advice market.

In this edition of Business IQ, we take a look at Women and wealth, an increasing business opportunity for advisers, identified through Netwealth's 2023 Advisable Australian report. We also examine what advisers can do to tailor the advice offering and client experience for women to help them build and manage their wealth.

 

Our other articles cover a variety of topics from responsible investing and advicetech, based on Netwealth's whitepapers, to the latest insights from our 'Between Meetings' with Matt Heine podcast series, in which Netwealth's Managing Director talks to some of Australia’s most dynamic and experienced business leaders. This issue also covers:

  • Four megatrends coming to socially responsible investing
  • Why tech is an overlooked method of improving staff (and client) satisfaction
  • How firms are using tech to stand out and provide superior customer experience
  • Net Promoter Score as a business growth tool
  • The complex world of advising high net worth families
  • The benefits of leveraging influencers to market a business
  • Actionable insights from guests featured on the Between Meetings podcast

 

We hope the articles provide invaluable insights that can help you navigate our ever-changing landscape.

 

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