Netwealth IQ Webinar

Build a business plan your team will actually execute

Jarther Taylor, Partner & Senior Advisor, 24HR Business Plan

Overview

Adviser diaries are full, and planning is often sidelined. The result? Well-intended strategies that never make it into day-to-day execution.

In this practical, CPD accredited session, Jarther Taylor will help you confidently map the next 12 months of your business. you’ll leave with a clear, prioritised plan your team can actually follow - not another document that gathers dust.

 

Designed for advice practices facing rising costs, ageing clients, adviser shortages, regulatory changes, and rapid tech shifts, this webinar is practical, fast-paced, and focused on turning direction into daily actions that sustain momentum across your daily workflows.

 

In this session, you'll learn:

 

  • How to use the Harvard 4+2 rule to build growth strategies for your advice practice, balancing strategy, culture, execution and structure with key growth drivers
  • Discover 5 proven revenue growth paths and how to spot your top opportunities from new markets to partnerships
  • Master the 8 pillars of execution excellence to turn your 3-5 year vision into a focused 12-month action plan for your team
  • How to tell your strategy story with a simple structure that aligns your team, attracts clients, and stands out in the market

 

Who should attend:

 

Financial advisers, practice principals, operations managers, and leadership teams navigating growth, change, or regulatory complexity.

 

Register

Register now to kick-start your year and earn CPD points

Wednesday, 25 Feb 2026, 12-1PM AEDT

 

By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received, by clicking the unsubscribe link at the bottom of the email. Alternatively, you can visit the following webpage or contact us on 1800 888 223 and ask to be unsubscribed. Please visit our website www.netwealth.com.au to read our Privacy Policy. By clicking Submit or Download, you agree to our Terms & Conditions.

About the speaker

Jarther Taylor

Partner & Senior Advisor, 24HR Business Plan

Jarther Taylor is a strategist, educator, and entrepreneur. He is a Partner and Senior Advisor at 24HR Business Plan. With experience across Europe, North America, and Asia‑Pacific, he has worked with leading organisations including Telstra, IBM, HP, Saatchi & Saatchi, and KPMG. Jarther delivers CEO‑led workshops that help leadership teams co‑create clear, actionable 3-5-year strategic plans. He also leads his consultancy, Jarther+, and teaches Marketing, Strategy, and Innovation as an Adjunct Professor at UNSW’s AGSM. His track record includes doubling the size of Salesforce partner Datarati.

 

Connect with Jarther

Watch

On-demand webinars

Catch up on valuable insights and spot the changes that matter by watching our recorded webinars. Whether you’re interested in industry trends, Advicetech updates, or expert discussions, our webinar library has something for everyone.

Netwealth IQ Webinar

From ad-hoc to always-on: marketing that drives growth

Watch this webinar as we share a phased, practical approach to building scalable advice marketing to help you create a marketing engine for your advice practice.

Watch the video

Netwealth IQ Webinar

Beyond the hype: How to actually use AI in your advice practice

Join business coach Dean Holmes for a practical walkthrough of how AI is actually being used in advice businesses—no fluff, just tools and workflows that save time.

Watch the video

Netwealth IQ Webinar

Culture that performs: driving high performance in practices

Join Netwealth and Culture Amp’s Chief People Officers as they share insights on how leadership, wellbeing and culture can shape the future for high-performing advice teams.

Watch the video

Netwealth IQ Webinar

Engaging and educating the next generation of clients

Join Flux Finance co-founders Brett and Justin Joffe as they share practical strategies to build stronger relationships with the next generation of clients—and future-proof your business.

Watch the video