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    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

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    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
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    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
    10 Dec 2021

    Case studies – malware attacks

    As our lives increasingly move online, cybersecurity is an important consideration for all businesses, including financial advice businesses. For many financial advisers understanding how to protect sensitive client information from cyber attacks is becoming an important part of sound practice management.
    Article
    16 Jun 2021

    Whitepaper: BT 2021 UK Study Tour

    The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
    Article

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

    20 Apr 2021

    Webinar: Discover your hidden capacity

    This session is the first of the three part series where Sharon McClafferty, CEO of Slipstream Coaching will demonstrate 6 steps to creating and increasing capacity and offer tools that you can use to implement in your practice.
    Webinar
    More managing your business articles

    Client resources

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    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
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    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
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    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
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    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
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    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
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    Grow your retirement income guide

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

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