Develop your AdviceTech roadmap with these tools

In this 120-minute self-guided workshop you and your team will utilise Netwealth's Value for Money model to uncover the touchpoints that matter for your prospects and develop actionable plans to turn them into clients.

What's in the toolkit

This workshop includes:

Workshop leader guide: A helpful guide on how to run a smooth workshop, tips to inspire your team and what materials you will need.

Workshop presentation: The primary reference point for the workshop, it outlines and explains all exercises and activities. 

Value for money posters: These posters provide a description of Netwealth’s value model and some ideas on how to approach each value driver – print these prior.

Templates: For the participants to use throughout the workshop – print these prior.

Pre-reading the white paper: To help the team get into the right frame of mind for the workshop. 

What else you will need

• Post-it notes, Markers, Blu-Tack
• Meeting room with plenty of wall space
• A computer and large screen or projector
• At least 2 hours to innovate

Getting started

Complete the form below to get the resources.