CPD accredited
Netwealth IQ Webinars
See your business differently with our series of webinars designed to help advisers, customer-service reps, and business owners.
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CPD webinars: Adviser insights from industry experts
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.
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Creating loyalty that lasts: How to retain clients for life
Join our CPD webinar in March to learn why ‘happy clients’ leave, how to tailor services for different client segments, and the impact of overconfidence bias. Gain insights on enhancing trust through transparency and proven strategies to boost long-term retention. Perfect for advisers aiming to strengthen client relationships and reduce churn.
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On-demand webinars
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.
Netwealth IQ Webinar
Optimise with outsourcing
Nathan Jacobsen, CEO of VBP, shares his experience and insights on how to optimise and scale your business with outsourcing in this practical presentation.
Netwealth IQ Webinar
AdviceTech 2024: Building the digital advice firm of the future
Based on Netwealth’s 2024 AdviceTech Research this presentation will provide you with the building blocks to embed digital and technology transformation into the DNA of your firm like AdviceTech Stars do.
Netwealth IQ Webinar
Retirement planning, readiness and income preferences
Pat Spenner presents findings on Australians’ retirement income preferences, highlighting gaps in understanding and offering a scientific approach to personalising retirement strategies to boost your clients’ retirement confidence.
Netwealth IQ Webinar
What does ‘value for money’ mean for your prospective clients?
Learn key findings and insights on improving value perceptions to enhance client acquisition. The session covers the Netwealth Value for Money Model and practical tactics to convert prospects into clients using behavioural science tools and frameworks.