CPD accredited
Netwealth IQ Webinars
See your business differently with our series of webinars designed to help advisers, customer-service reps, and business owners.
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CPD webinars: Adviser insights from industry experts
Join us for our CPD accredited webinars, as we share unique voices on a curated list of topics, featuring the latest research, expert advice, and insights on the latest trends, to keep you up to date on what truly matters.
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Outsource and scale your business
Discover how leading advice firms streamline their business by implementing effective outsourcing strategies. This practical presentation will equip you with the knowhow to focus on what you do best and implement best-in-class outsourcing.
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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
AdviceTech 2024: Building the digital advice firm of the future
Based on Netwealth’s 2024 AdviceTech Research this presentation will provide you with the building blocks to embed digital and technology transformation into the DNA of your firm like AdviceTech Stars do.
Netwealth IQ Webinar
Retirement planning, readiness and income preferences
Pat Spenner presents findings on Australians’ retirement income preferences, highlighting gaps in understanding and offering a scientific approach to personalising retirement strategies to boost your clients’ retirement confidence.
Netwealth IQ Webinar
What does ‘value for money’ mean for your prospective clients?
Learn key findings and insights on improving value perceptions to enhance client acquisition. The session covers the Netwealth Value for Money Model and practical tactics to convert prospects into clients using behavioural science tools and frameworks.
Netwealth IQ Webinar
Optimise your pricing model
Rob Jones, Co-Founder and Owner of Peloton Partners, shares key insights and observations on advice pricing models, to help you find the right balance between the value provided to your clients and the cost they are willing to pay.
Netwealth IQ Webinar
Ex-FBI agent shares how to stay safe from cyber crime
Jeff Lanza, an ex FBI Agent, shares with us how criminals try to steal our identities and commit cyber fraud, and learn how to minimise the real world cyber risks for you and your clients.
Netwealth IQ Webinar
Cracking the code to building a more efficient advice firm
In this video, Lana Clarke, Senior Consultant at Elixir Consulting presents key findings of crafting high-performance teams and optimising operational efficiency for financial advisers
Netwealth IQ Webinar
What Australians want from their advice relationship
Learn about the crucial elements clients value in advice, observe trends in portfolios and digital engagement, and uncover expectations for investment strategies and communication.
Netwealth IQ Webinar
Simple but effective technical strategies
In this session, Keat Chew, Head of Technical Services at Netwealth, considers simple technical advice strategies that can be used to effectively improve clients financial situation in super.
Netwealth IQ Webinar
Unlocking the potential of humans and machines with AI
Learn where AI is taking us and what advisers can do to prepare for the future and supercharge their advice firm; and how AI and other adjacent technologies can transform the way we work and service clients.
Netwealth IQ Webinar
A practical guide to implementing managed accounts
Learn from advice firms, asset consultants, and Netwealth’s own team about implementing managed accounts, overcoming challenges, and maximising benefits.
Netwealth IQ Webinar
The new retirementality - exit or change lanes
Learn from Jacquelyn Mann on fresh perspectives and practical tools to help your clients redefine retirement, address key questions and empower them to plan their post-65 lifestyles effectively.
Netwealth IQ Webinar
Build a diverse and resilient portfolio with alternative investments
This session explores the growing accessibility and benefits of alternative investments, discusses strategies and practical insights for financial advisers to effectively incorporate these investments into client portfolios.
Netwealth IQ Webinar
Technology that will shape wealth management
Discover how technology is revolutionising the wealth management industry and adviser-client relationships, with insights from expert Greg Smith on future trends and innovative companies.