2022 AdviceTech Masterclass
Attracting, retaining and growing staff talent with tech
Watch Alisdair Barr, Founder & CEO of Striver
CPD Masterclass: Attracting, retaining and growing staff talent with tech
Watch Alisdair Barr, Founder & CEO of Striver, as he explores global issues and trends with staff talent management and how it affects financial planning.
In this webinar, you will learn how technology and the hybrid work environment really work together and find out what some of the best players are doing along with the newest techniques being used.
Learn about:
- The Macro/Micro environment - global trends, the great resignation and the perfect storm. What does it mean for the advice industry and how do we grow?
- Retaining staff - the role of digital tools in staff engagement.
- Attracting staff - best practices in attracting talent.
A little about Alisdair
Alisdair Barr is the founder and CEO of Striver, a HR-Tech platform designed to help financial planning and accounting firms more effectively attract and recruit the best financial planning students and graduates for their businesses. Following Alisdair’s 20 years of experience working in the Financial Planning profession in small and large firms, and within senior leadership roles; Alisdair founded Grad Mentor with the purpose of raising awareness of the exciting and rewarding career path to ensure the future of the professions. As this business evolved to encapsulate proprietary technology, Striver was created to continue the mission as it approaches its 1000th placement in 2022.
Masterclasses
Watch the AdviceTech Masterclasses
Listen to experts sharing their insights on AdviceTech in relation to staff, clients and technology partners.
Attracting, retaining and growing staff talent with tech
Watch Alisdair Barr, Striver's Founder & CEO explore global issues and trends in managing staff and how technology and the hybrid work environment really work together. Learn the best techniques and digital tools being used to attract, retain and grow talent.
Watch the presentation
Automation, Authenticity and the Future of Client Engagement
Watch Julie Littlechild, Absolute Engagement's Founder & CEO, share her firm’s latest research on the drivers of client engagement. You’ll learn how how advisers can increase automation (i.e. efficiency) without losing deep relationships.
Watch the presentation
Navigating technology selection and implementation
Join Hamish Hockley & Shane Kirsch from Opex as they unpack the key considerations for advice firms when choosing technology and suppliers to maximise efficiencies and manage change.
Watch the presentation
Unleashing the potential of your advice firm with Netwealth
Join Beverley Cederberg as she dives into the latest features and enhancements of the Netwealth platform to get a better understanding of how technology can be used to accelerate wealth advice.
Watch the presentationAdviceTech Resources
More AdviceTech resources
Take a closer look at more AdviceTech related resources in our collection of whitepapers, workshops, articles and podcasts.
Workshop
AdviceTech Roadmap workshop
Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.
Access the workshop
Podcast
Capitalising on data with wealth technology
Listen to Paul Campbell, Managing Director of Xeppo, as he shares the important role of data for business efficiency, using data insights to unlock opportunities, approaching data strategy and what to think about on the next technological roadmap.
Listen now
Podcast
Connecting staff and technology to scale wealth firms
Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business.
Listen now
Article
How to decide whether to buy, build or partner
Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.
Read now
Article
Embracing AI: Practical next steps for advisers
The evolution of artificial intelligence (AI) has fascinated people across the world, but as automation progresses and AI takes over certain expert roles, people are becoming genuinely afraid for their jobs and livelihood.
Read now
Demo day
Netwealth's AdviceTech solution
Understand how Netwealth can help you see wealth differently and learn how we can support you with market leading technology, excellent customer support and expertise to help your wealth and advice business thrive.
Request a demo now
White paper
The Established Affluent
In Netwealth's 2022 Advisable Australian Report we pay special attention to the Established Affluent, some of the wealthiest and most well-established Australians, and provide a playbook for financial advisers on how to attract, advise and service this key target market.
Download now
White paper
The Emerging Affluent
For wealth businesses to thrive in the future, The Emerging Affluent is a critical market to be aware of and develop key client strategies for. This report is a playbook on how to attract, manage and retain The Emerging Affluent.
Download now