Business IQ webinars
Recordings from our monthly webinar series, covering a range of topics from technical strategies to innovation.
How to deliver a five-star advice experience presentation
Here how you can build a five-star service model from Stewart Bell of Audere Coaching & Consulting as he shares simple strategies to engage with your clients in a remarkable and memorable way.
Strategies to improve personal and business productivity
Hear from author and podcast host Rob Hartnett, as he shares the champion mindset for change and the five things you can do now to improve your personal and business productivity.
What does the 2020 Federal Budget mean for you and your clients?
Netwealth's Head of Technical Services, Keat Chew, analyses the historic 2020 Federal Budget announcement to determine key action points for financial advisers.
Best practices in selecting a licensee, asset consultant or tech provider
Hear from Encore Advisory Group's Tom Reddacliff, as he shares a framework & key criteria to consider when selecting a long term business partner such as a licensee, asset consultant or technology provider.
Ensuring an ethical practice with the FASEA Code of Ethics
Understand how the FASEA Code of Ethics fits into an ethical advice practice and examine the various statutory & common law obligations to bring about the efficient, honest and fair provision of financial product advice.
Learn how to become an AdviceTech Star
Matt Heine leads a roundtable discussion with three AdviceTech Stars on how they plan, choose and deploy AviceTech in their business and which technologies have generated the greatest business and client benefits.
Maximising the value of your advice practice
Steve Prendeville, Managing Director of Forte Asset Solutions, shares his insights on how advice firms are currently valued & how you can maximise valuation by evolving your business model, service offering & client proposition.
Beyond Grandfathering - The future growth paths for Australian advisory firms
Hear from Jim Stackpool of Certainty Advice Group, as he explores changing valuation and pricing models, what advice propositions will dominate the industry and business performance benchmarks in the post grandfathering era.
How to evolve to goals-based advice
Fraser Jack, Head of Partnerships at Advice Intelligence, discusses the fundamental differences between traditional advice and goals-based advice and how to turn this advice philosophy into a methodology for your business.
Are you maximising the government's COVID-19 financial aid for your clients?
Keat Chew, Netwealth's Head of Technical Services, shares strategies on how to take advantage of the government's COVID-19 financial packages and how to prepare for when financial assistance and loan moratoriums are turned off.
Making sense of the current financial landscape
Hear the key findings from the latest Adviser Ratings Financial Advice Landscape report, a comprehensive look at the industry, drawing on both public and proprietary data sets of 1,200 advisers and practice principals.
How clients are reacting to uncertainty and how best to deal with it
Drawing on CoreData's just completed research Andrew Inwood shares insights into how Australian investors are reacting to the coronavirus uncertainty and how advisers can best support clients in this environment.
What does the coronavirus stimulus package mean for you and your clients
Keat Chew, Netwealth Head of Technical Services, examines the Federal Government's stimulus package to simplify what matters most for you and your clients.
Adapting to change: How to future-ready your practice
To help you adapt and benefit from future trends, Jason Andriessen, managing director of Coredata, explores what you should be doing to position your business for growth and success.
Practical steps to building an estate planning offering
Discover the practical benefits of an estate planning offering and learn practical steps to capitalise on this commercial opportunity, from Brandon Thompson, CEO of Yodal.
How to transition family-owned business
Learn from David Smorgon OAM, CEO of Pointmade, as he guides you through the process of transitioning a family-owned business, sharing his experiences from Smorgon Consolidated Industries, one of Australia’s largest family businesses.
Create a strategic roadmap for 2020 and beyond
Learn from Brad Fox, Managing Director at SmartBrave Consulting, as he guides you through the process of creating an effective strategic roadmap to not just future-proof your business, but a strategy to thrive in 2020 and beyond.
Learn how to master the art of storyselling
Discover how to establish stronger personal connections and convert more prospects with stories from Eleece Quilliam of Invesco Consulting Australia.
The likely impacts of AI on your business and financial advice
Find out the true and likely impact of Artificial Intelligence on your business and learn how you can navigate and capitalise on any change from Joel Robbie, CEO of Nod.
Marketing strategies to communicate your value effectively
Learn marketing strategies to help you clearly demonstrate your value so clients understand why they shouldn't live with out you, with Kim Payne - founder of 9rok Consulting.
Learn the AdviceTech successful businesses are using
Take 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.
Attract, retain and advise Gen X&Y clients
Explore the changes your business can make to better attract, retain and advise the Gen X&Y market with Steve Crawford, founder of The Advice Movement
Australian investor trends every financial adviser should know
Discover how 1,000 Australian investors are managing their portfolios and their views on investment advice, emerging investment themes such as ESG, and the effect of technology on investing.
What will the 2019 Federal Budget announcement mean for you?
Netwealth's Head of Technical Services, Keat Chew, analyses the 2019 Budget announcement to determine key action points for financial advisers and their clients.
How the Royal Commission findings will impact your business
Dante De Gori, CEO of the FPA, shares an examination of the royal commission findings and how they could impact your practice.
Pricing in a post Royal Commission world
Rob Jones, managing director of Peloton Partners, shares emerging pricing trends in the industry based on data from 70 advised firms across Australia, and strategies for advice practices to extract latent value out of their business.
Surviving and thriving in a post FASEA environment
Dr Deen Sanders OAM walks you through the impacts of the new education standards and how you can adapt and build a financial advice business that succeeds in the new environment.
How to amplify your business brand and differentiate yourself from competitors
Discover how to use the resources available at your fingertips to maximise your marketing and bring in new business with Julie Bennett from 64 Media.
Opportunities to grow your practice
See recent research findings from the Investment Trends 2018 Financial Advice Report. It explores the current demand in Australia for financial advice by and the top things clients are looking for when seeking financial advice.
Best interests duty - five years on
Hear the implications of the best interests duty for advisers in-depth with Claire Wivell Plater, Chairman of The Fold Legal. She looks at this in light of a number of ASIC regulatory interventions and the current Royal Commission.
Digital disruption, innovation and what Australian financial advisers can learn from the US
Learn about US digital trends that are set to impact the Australian financial planning industry, including AI and its impact on financial advice, client-centric innovation and how big data will change business decisions in the future.
The transfer of trust: Effective estate planning for financial advisers
Learn the essentials of offering estate planning with Anna Hacker, estate planning national manager at Australian Unity. Find out how it can help advisers understand their clients better and why they are vital in any financial plan.
The advice practice of the future: does it belong to you?
The Hon. Bernie Ripoll, author of the Ripoll Report that led to the FoFA reforms, wants to take financial advice to all Australians and believes digital solutions for advice practices is one of the key ways to achieve this.
What will the 2018 Federal Budget announcement mean for you?
Netwealth's Head of Technical Services, Keat Chew, analyses the 2018 Budget announcement - highlighting how it may affect you and your clients, and providing you with some key strategic considerations.
How a busy financial adviser can turn limited time into marketing success
Andrew Braun, general manager of marketing at Netwealth, discusses simple yet powerful techniques to help you develop a marketing strategy and tactics to grow and retain your customer base.
Cyber security: Peace of mind in a digital world
According to the latest research, 45% of financial advisers had experienced a cyber incident last year. Julian Plummer, founder of Kamino, delves into why cyber security is a very real issue for financial advisers and their clients.
Growing your firm's future from the ground up
Alisdair Barr, Founder of Grad Mentor, discusses why millennials may be pivotal to the long term success of your business. He provides principals, practical tools and techniques to help you engage and keep this group motivated.
How to extend financial education to the entire family
Learn about the new educational tools and technologies available that help extend your advice offer beyond the individual client and to the whole family, with Kendall Flutey from Banqer.
The state of managed accounts. Past. Present. Future.
Hear from Netwealth's Paul O'Connor, Head of Investment Management & Research, on how a private label managed account solution can bring together advice, investment and administration to deliver a seamless client experience.
How to enhance your business with AdviceTech
Automating processes, focusing on the customer experience and taking advantage of external expertise is saving advisers time and enabling them to enhance their business proposition - find out which technologies advisers are using.
New super changes, new planning opportunities
Watch a video recording or listen (podcast) to Netwealth's Technical Services team discuss the current superannuation landscape, exploring the ...
Healthy is the new wealthy
Sasha Carey, Vitality Coach at AIA, explores the importance of investing in workplace health, and uncovers the productivity benefits it can have for your advice practice.
Top 10 learnings from Silicon Valley fintech players
Find out the latest on Bitcoin, artifical intelligence, cyber security and social media, and how it is set to impact the financial services industry. Michelle Baltazar, Director of Media at Financial ...
Improve your business with Design Thinking
Tim Kotsiakos, Creative Director and Founder at MASS, explores Design Thinking, a technique that any organisation can use to test business ideas, protype new concepts and understand customers better.
What will the 2017 Federal Budget announcement mean for you?
2017 Federal Budget: Netwealth's Technical Services team discussed how this year's Budget announcement may impact you and your clients, and provide you some key strategic considerations.
What do other advisers charge?
Pricing your advice services is always a challenge, and with the LIF reducing insurance commissions from the 1st of January 2018, it's more important than ever to get it right. In our April 2017 webinar Sue Viskovic from Elixir ...
Is up the new consensus?
During our March 2017 webinar, Lukasz de Pourbaix from Lonsec Investment Solutions explores the rapidly changing environment Australian financial advisers face, and how to confidently construct investment portfolios in the current ...
Unlocking the value in your financial planning business
Rob Jones from Peloton Partners shared his research and insights into how to successfully grow your financial planning business. See benchmark data to compare your business' EBIT and profit margins against and understand the ...
It’s not all about FANGA: Other global growth industries to consider
During our November 2016 webinar, Theo Maas from Arnhem shared his thoughts on Facebook, Amazon, Netflix, Google and Apple (FANGA ) stocks and explored the ‘Automotive’ and ‘Augmented Reality’ industries.
Lessons from Silicon Valley and what it means for Australian advisers
During our December 2016 webinar, Santi Burridge from Implemented Portfolios shared key takeouts from a recent study tour in Silicon Valley and what it means for Australian financial advisers.
The 5 deadly sins of SMSFs
During our October 2016 webinar, Keat Chew and Nigel Smith from Netwealth Technical Services shared their thoughts on the 5 deadly sins of SMSFs and how they can be avoided.
Secrets of digital marketing
Watch Netwealth and Pandora present on how to use digital marketing tactics and tools to help drive greater awareness of your business and increase customer leads.
Applying a 'Silicon Valley' mindset to your business
Watch Stewart Bell from Audere Coaching present on how financial advisers as business owners can apply a 'Silicon Valley mindset' to help efficiently scale their practices.
Better client outcomes and conversations through managed accounts
Watch Alex Dunnin from Rainmaker Group present key findings from their latest research on managed accounts and what it means for financial advisers.
The evolution of asset allocation
Watch Tracey McNaughton from UBS present on the evolution of asset allocation strategies.
Five insurance strategies your clients really want to hear
Watch a presentation from Zurich’s Andy Marshall on how advisers can design better insurance strategies within their businesses.