Building tomorrow's advice firm
Learn how advisers are future-proofing their business.
Meet the Innovators
There hasn't been a time in recent years that has provided advice firms with as much opportunity to innovate and change as now. With potentially tighter industry regulations and shifts in consumer needs and preferences, advice firms that embrace innovation can position themselves for future success.
At the recent Independent Financial Adviser Excellence Awards, we sat down with a few financial advice innovators to understand how they have embraced change to future-proof their business.
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Staying flexible and nimble to keep pace with changing client needs and markets James Ridley, Managing Director at Atlas Wealth |
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Building your AdviceTech stack for Gen X and Y clients Jessica Brady, Co-Founder at Fox and Hare |
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Why going back to basics with financial planning is innovative Ben Nash, Founder at Pivot Wealth |
Previous interviews
Optimising your workforce with a five hour week
Jonathan Elliot - Managing Director at Collins SBA
Watch the interviewInnovative practices to improve the client service
Quentin Reeve - Chief of Staff and Partner at Koda Capital
Watch the interviewBuilding for tomorrow's speculative innovation
Download our speculative innovation workshop and work with your team to generate business ideas in only 90 minutes that will capitalise on the latest consumer trends.
Further insights on innovation
Special report: Cultural mega-trends that will impact advice
Too often we see businesses implement technology when the problem being solved isn't properly understood. Great innovation tends to happen when we draw insights from cultural trends.
Guide: Removing customer friction from the financial advice process
If you're competing against the world’s customer experience experts then what can you learn from them about removing friction, and how can you apply that to your advice practice today?
Special report: Insights from the advice reform in the UK
Our special report, Innovation in the UK, identifies key insights and brings you content from some of the worlds most sought after speakers on fintech, innovation, practice management and leadership.
Article: How to turn your business into a hotbed of innovation
Data has shown that the most innovative companies in the world in 2017 included industry giants IBM, Samsung, Canon, Intel and LG Electronics, highlighting how innovation can translate into success.
Would you like to learn more about our products and services?
We would love an opportunity to chat. You can contact us on 1800 888 223, or email us at contact@netwealth.com.au.