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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Cracking the code to building a more efficient advice firm
Join Lana Clarke, Senior Consultant at Elixir Consulting as she presents ways to improve advice firm efficiency. Key learnings include:
- Building & leading a high-performance team
- Designing and enhancing your workflow processes
- Technology tips & hacks to lift operational efficiency
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Ex-FBI agent shares how to stay safe from cyber crime
Join Jeff Lanza, an ex FBI Agent as he shares with us how criminals try to trick us, steal our identities and commit cyber fraud. In this presentation Jeff provides easy to implement solutions to real world cyber risks including:
- How to keep you and your clients identities safe
- How to stay protected from the plethora of cyber scams and frauds
- What to watch for and where to avoid clicking
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What does value for money mean for your clients
Value perceptions are complex and often influenced by subconscious cognitive biases and emotions. While pricing tactics have traditionally been the focus, there are many other factors that can influence how your clients perceive the value of your service.
Join us for this insightful webinar, where we’ll delve into the intricacies of value perception and explore the various factors that can shape it. We will unpack Netwealth’s new research to help you better understand what drives customer decision-making.
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Retirement planning, readiness and income preferences
A fascinating study on the retirement readiness of 4,000 Australians found that retirement income preferences do not correlate to factors you might expect – salary, super balance, age or demographics. Not only are these preferences a matter of taste, but it’s also hard for pre-retirees to articulate what their preferences are.
Join this session to hear from Pat Spenner, the study’s architect and Head of Strategy at Capital Preferences, as he shares the best steps advisers can take to boost retirement confidence.
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2024 Netwealth's AdviceTech report
Register for Netwealth’s keynote presentation which will explore the latest technology trends and themes for our upcoming 2024 AdviceTech report. In this presentation you will learn how to unlock the potential of AdviceTech for your advice firms.
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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
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
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
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 advisor communication.
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.