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    1. BT Academy
    BT Academy
    1. BT Academy
    BT Academy

    Practice management

    The latest articles to help you realise new opportunities and grow your business.

    Business development

    Technology & operations

    Innovation

    Business development

    Two women discuss strategies

    Advice in a world of increasing client expectations and involvement

    Finance industry insiders are seeing a move towards a more transparent and dynamic world of finance, with change driven by investor needs and demands.
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    Front foot first is the best way to handle complaints

    In a perfect world, your practice would never receive a complaint, but in reality, they're quite normal. Here, we look at what not to do when you receive one.
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    Your super obligations as an employer

    adviser talking with client

    How to obtain quality referrals

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    Preparing for the FASEA exam

    Approved Product List: potential benefits for registered financial advisers

    Access the latest in practice insights, market news and articles to help you grow your business.

    Subscribe to BT Academy
    business women talking with clients

    How a growth mindset can help your practice

    Building the Financial Practice of the Future

    Building the Financial Practice of the Future

    Download report
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    Technology & operations

    Online security checklist

    It’s important to know how to stay safe online. Here’s 8 simple tips to ensure safe computing practices in your business.

    Case studies - email hacking

    Our two case studies, a result of identity theft via email hacking, highlight the need to ensure any instructions you receive are really from your client.

    Protect your clients from fraud

    Email is the primary method of communication with your clients, but email is also a great channel for fraudsters to steal identities and facilitate fraudulent requests. Read our top tips on what to look out for and actions to take to confirm it’s your client you’re dealing with.

    Don’t fall foul of the fraudsters

    How technology brings investors and advisers closer together

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    Access the latest in practice insights, market news and articles to help you grow your business.

    Subscribe to BT Academy

    Innovation

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    Imagining the cognitive-assisted accountant

    How accountants could use artificial intelligence in their firms.
    innovation

    Five things Netflix can teach us about innovation

    Netflix co-founder, Marc Randolph, knows a thing or two about disruptive innovation. Here, he reveals the secret to Netflix’s success, and demonstrates fundamental learnings that can be applied to any sector.
    generating next big idea

    Generating your next big idea

    What does it mean to fail fast and why you should do it often

    More Innovation articles
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