The following form allows you to search all of BT.

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

    Practice management

    Ready-to-use tools and information to help you meet the needs of your clients and grow your business. 

    Managing your business

    client resources

    Client resources

    Managing your business
    30 Jun 2022

    Engaging your clients online: a digital marketing guide for financial advisers

    How do financial advisers talk to the next generation of clients? For time-poor advisers, a good digital marketing strategy can do a lot of the heavy lifting for you. We’ve created a guide to digital marketing for financial advisers to help you on the journey.
    Article
    Corporate male on phone
    18 May 2022

    Advice practices have a social media presence, but referrals remain a challenge for many

    Nearly 400 people attended BT’s three-part social media webinar series, during which BT conducted a survey on advisers’ social media usage, gaining valuable insights into advisers’ activities on, and perception of, social media.
    Article
    16 Feb 2022

    Whitepaper: Embracing digital technology for better client engagement

    The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.
    PDF
    17 Dec 2021

    Boosting long-term business growth: three easy steps to getting more client referrals

    Most clients are willing to refer but a much smaller percentage actually do. So how can you tap into this growth potential for your business?
    Article

    Take the next steps

    • Explore BT Panorama
      Increase efficiency and client value with online consent, ESG scoring, our award winning mobile app and more.

    16 Dec 2021

    Bringing client referrals into your routine: how to make your own luck with a systematic approach

    When it comes to getting things done that are ‘not urgent, but important’, automation and repetition are your secret weapons. Having a simple, effective script can help take the effort out of asking for referrals and sets up your foundation for a referral program that consistently delivers new leads to your business.
    Article
    More managing your business articles

    Client resources

    couple on couch with dog

    Changes to super on 1 July 2022

    From 1 July 2022, super measures that were announced in the 2021 Federal Budget will come into effect. These measures aim to support both older and younger Australians get the most out of their super.
    spectrum image

    Financial benefits for seniors

    One of the joys of getting older – apart from wisdom and more free time - is the ability to tap into a whole raft of financial benefits that let seniors enjoy their retirement.
    Client resource
    spectrum image

    What assets can you have before losing your pension?

    There are many benefits to receiving a pension or even a part pension, but there are limits to what level of income or assets you can have, to be eligible.
    Client resource
    spectrum image

    How the Age Pension could be impacted by downsizing

    It’s commonly referred to as the great Australian dream – to own a patch of dirt with your name on the title deed.
    Client resource
    couple hiking

    Copies of client communications

    As part of our COVID-19 support effort we are sending communications to clients on topics such as the pension drawdown. Copies of these communications available here.
    PDF
    retirement man playing with a child

    Aged care strategies guide

    Moving into aged care can be an emotional and stressful time, especially when important financial and lifestyle decisions need to be made.
    Client resource
    middle-aged couple walking

    Grow your retirement income guide

    In retirement, every dollar counts. It’s worth exploring different strategies to grow your retirement income.
    Client resource

    Want to know more?

    Call us on 1300 783 143
    (Mon-Fri 8:00am-6:30pm,
    Sydney time)

    Request a callback