Learn the AdviceTech successful businesses are using

 

Examine the AdviceTech your business should consider today and what your adoption roadmap should look like for the near-future. Andrew Braun, Netwealth general manager of marketing, takes a detailed look at how the best advice firms adopt technology and use it to their advantage based on findings from the 2019 Netwealth AdviceTech research report.

Below you can find the a recording or podcast of the webinar and the presentation slides.

1. Webinar recording

CPD point only available for live attendees.

2. Podcast recording

3. Webinar slides

4. 2019 AdviceTech research report

2019 AdviceTech Research Report

The third Netwealth AdviceTech research report highlights the key benefits of adopting technology intelligently within an advice business. This year's report we share the the survey findings from over 330 advisers on 26 technologies.

Download the report

This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to Netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.

More AdviceTech resources

 

2019 Netwealth AdviceTech report

Get a comprehensive view of all 26 AdviceTech. Access our research report, articles, videos and team workshop.

Learn more

Build an effective AdviceTech stack

Discover a framework that all advice firms can use to develop with their AdviceTech strategy and investment roadmap.

Read more

Create an AdviceTech roadmap

A team activity to help you prioritise technology solutions and develop an AdviceTech roadmap for your business.

Read more

A logo map of technology suppliers

Your guide to AdviceTech suppliers across 26 categories, as featured in the 2019 Netwealth AdviceTech research report.

Download

Discover the possibilities

Access the latest technology and innovations on the Netwealth platform. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity

Learn more about the Netwealth platform

Insights

 

Business management

Between Meetings with Matt Heine

In this podcast series Matt Heine chats to industry professionals on what opportunities and challenges they see for financial advisers.

Listen to podcasts

Sales and marketing

Using analogies to demonstrate your value to clients

Learn how to use analogies and metaphors with your prospects and clients to demonstrate your value, build trust and set yourself up for success.

Read the article

Innovation

Building tomorrow's advice firm

Hear from three financial advisers who share how they're future-proofing their business by managing shifts in consumer expectations.

Watch the videos

Technology

2019 Netwealth AdviceTech report

Get a comprehensive view of all 26 AdviceTech. Access the research report, articles, videos and team workshop.

Learn more