CPD accredited
Netwealth IQ Webinars
See your business differently with our series of webinars designed to help advisers, customer-service reps, and business owners.
Join us for our CPD accredited webinars, as we share unique voices on a curated list of topics, featuring the latest research, expert advice, and insights on the latest trends, to keep you up to date on what truly matters.
Join Jeff Lanza, an ex FBI Agent as he shares with us how criminals try to trick us, steal our identities and commit cyber fraud. In this presentation Jeff provides easy to implement solutions to real world cyber risks including:
Value perceptions are complex and often influenced by subconscious cognitive biases and emotions. While pricing tactics have traditionally been the focus, there are many other factors that can influence how your clients perceive the value of your service.
Join us for this insightful webinar, where we’ll delve into the intricacies of value perception and explore the various factors that can shape it. We will unpack Netwealth’s new research to help you better understand what drives customer decision-making.
A fascinating study on the retirement readiness of 4,000 Australians found that retirement income preferences do not correlate to factors you might expect – salary, super balance, age or demographics. Not only are these preferences a matter of taste, but it’s also hard for pre-retirees to articulate what their preferences are.
Join this session to hear from Pat Spenner, the study’s architect and Head of Strategy at Capital Preferences, as he shares the best steps advisers can take to boost retirement confidence.
Register for Netwealth’s keynote presentation which will explore the latest technology trends and themes for our upcoming 2024 AdviceTech report.
In this presentation you will learn how to unlock the potential of AdviceTech for your advice firms.
Catch up on valuable insights and spot the changes that matter by watching our recorded webinars. Whether you’re interested in industry trends, Advicetech updates, or expert discussions, our webinar library has something for everyone.
A practical guide to implementing managed accounts
Learn from advice firms, asset consultants, and Netwealth’s own team about implementing managed accounts, overcoming challenges, and maximising benefits.
Simple but effective technical strategies
In this session, Keat Chew, Head of Technical Services at Netwealth, considers simple technical advice strategies that can be used to effectively improve clients financial situation in super.
What Australians want from their advice relationship
Learn about the crucial elements clients value in advice, observe trends in portfolios and digital engagement, and uncover expectations for investment strategies and advisor communication.
Technology that will shape wealth management
Discover how technology is revolutionising the wealth management industry and adviser-client relationships, with insights from expert Greg Smith on future trends and innovative companies.
Cracking the code to building a more efficient advice firm
In this video, Lana Clarke, Senior Consultant at Elixir Consulting presents key findings of crafting high-performance teams and optimising operational efficiency for financial advisers
Optimise your pricing model
Rob Jones, Co-Founder and Owner of Peloton Partners, shares key insights and observations on advice pricing models, to help you find the right balance between the value provided to your clients and the cost they are willing to pay.
The new retirementality - exit or change lanes?
In this session, Jacquelyn Mann shares a fresh perspective from which financial advisers can talk with their clients about retirement, as well as provide tools designed to help those clients find and fund their retirement lifestyles.
Unlocking the potential of humans and machines with AI
Learn where AI is taking us and what advisers can do to prepare for the future and supercharge their advice firm; and how AI and other adjacent technologies can transform the way we work and service clients.