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Netwealth IQ Report

Innovation starts with curiosity

Discover the 10 types of innovation that can transform your advice firm

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Overview

Unlock practical strategies to drive innovation across your business - from pricing models and client experience to brand and service delivery

 

In today’s fast-moving financial landscape, innovation isn’t optional—it’s essential. Whether you're a solo adviser or part of a large firm, Netwealth’s latest whitepaper offers actionable insights to help you:

  • Understand the 10 Types of Innovation framework.

  • Learn from real-world examples across industries—from Charles Schwab Intelligent Adviser to Google’s AI search overhaul.

  • Apply innovation strategies with tools and workshops to activate innovation in your business.

 

Click below to view a sample:

     
This is an extract from the Netwealth IQ Report: Innovation starts with curiosity. For the full report download the guide using the form on the right hand side.
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Report

10 types of innovation


Netwealth’s latest special report breaks down the 10 types of innovation framework, and shows how they apply directly to the world of wealth management. In this report, you'll discover that innovation spans three core themes:

Configuration

Rethink your internal operating models

1. Profit Model Innovation

2. Network Innovation

3. Structure Innovation

4. Process Innovation

Offering

Reinvent your products and services

5. Product Performance Innovation

6. Product System Innovation

Experience

Reimagine how clients engage with your business

7. Service Innovation

8. Channel Innovation

9. Brand Innovation

10. Customer Engagement Innovation

This report is packed with practical examples, industry case studies, and wealth-specific strategies to help you identify where innovation can unlock growth, efficiency, and deeper client engagement.

 

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Tools

Collaboration to inspire innovation

Customer Journey Workshop

Use this full-day workshop to identify pain points in your customer’s experience with you, and develop innovative solutions to address them.

Customer Journey Workshop

Celebrity Heads brand

Define and better understand your brand whilst reflecting on the characteristics of famous people and companies in this 120-minute team activity.

Celebrity Heads brand workshop

AdviceTech Roadmap

Prioritise technology solutions and develop an AdviceTech roadmap for your business with this 90-minute team activity.

AdviceTech Roadmap Workshop

Speculative Innovation

Capitalise on changing consumer expectations by getting your team to inspire new products, services and ways of doing business.

Speculative Innovation Workshop

Innovation Cards

The Netwealth Innovation Cards is a deck of 35 cards containing bite-sized innovation challenges to help you and your team unleash its inner creative genius.

Innovation Cards

Saints or Sinners

Think like Amazon and Netflix and improve your customer experience. Get your team together for 60 minutes to have some fun and identify some quick wins to remove customer friction.

Sinners or Saints

Prioritisation Matrix Poster

When you have lots of ideas how do you prioritise them? Using this simple tool, you can by plotting them on our 2x2 prioritisation matrix.

Prioritisation Matrix Poster

Acquiring more customers

Utilise Netwealth's Value for Money model to uncover the touchpoints that matter for your prospects and develop actionable plans to turn them into clients.

Acquiring More Customers Workshop

Loyalty that lasts

In this 180-minute self-guided workshop you and your team will utilise Netwealth's Value for Money model to uncover the tactics that matter to develop actionable plans to keep clients loyal.

Loyalty that lasts workshop
Presentation

Watch: 10 ways to rethink your advice business

Innovation is often misunderstood as expensive, risky or only for big firms—but that’s not the case. In this presentation, you’ll discover the 10 Types of Innovation—a proven framework to help advice businesses think differently, identify hidden opportunities and evolve without reinventing the wheel. You’ll see real-world examples across pricing, processes, marketing, service and more—plus practical tools you can take back to your team. 

 

This presentation is designed for: Financial advisers and practice principals; operations, marketing or CX managers; small-to-mid sized firms looking to evolve and practices ready to improve experience, efficiency and growth.

 

 

 

 

 

 

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Get your complimentary copy of the Netwealth IQ Report: Innovation starts with curiosity

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 Download or Submit, you agree to our Terms & Conditions.

Innovation starts with curiosity

Innovation starts with curiosity

Unlock practical strategies to drive innovation across your business - from pricing models and client experience to brand and service delivery.

Download the report now