Practice management webinars
Recordings from our monthly webinar series, covering a range of topics from technical strategies to innovation.
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.
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.
Discover how to establish stronger personal connections and convert more prospects with stories from Eleece Quilliam of Invesco Consulting Australia.
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.
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.
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.
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
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.
Netwealth's Head of Technical Services, Keat Chew, analyses the 2019 Budget announcement to determine key action points for financial advisers and their clients.
Dante De Gori, CEO of the FPA, shares an examination of the royal commission findings and how they could impact your practice.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
Watch a video recording or listen (podcast) to Netwealth's Technical Services team discuss the current superannuation landscape, exploring the ...
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.
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 ...
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.
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.
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 ...
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 ...
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 ...
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.
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.
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.
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.
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.
Watch Alex Dunnin from Rainmaker Group present key findings from their latest research on managed accounts and what it means for financial advisers.
Watch Tracey McNaughton from UBS present on the evolution of asset allocation strategies.
Watch a presentation from Zurich’s Andy Marshall on how advisers can design better insurance strategies within their businesses.