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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Engaging and educating the next generation
Join our CPD-accredited webinar, Flux Finance co-founders Brett and Justin Joffe will share the tools and techniques they’ve used to attract more than 90,000 young Australians to their award-winning app. Learn how to communicate financial concepts in a relatable way, use gamification to boost engagement, and set your advice business up for long-term success.
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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
Creating loyalty that lasts: How to retain clients for life
Watch this on-demand webinar developed with The Lab, and learn why ‘happy clients’ leave, and how to tailor services for different client segments through case studies.
Netwealth IQ Webinar
Future-proof your advice firm by learning how to adapt
Tané Hunter and Dara Simkin from Future Crunch, to learn how to build your business for the future by improving your Adaptability Quotient and incorporating the “power of play”.
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
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.