The BT UK Study Tour demonstrates that advisers in Australia and Britain can learn from each other and take the knowledge of one geography and apply it back home. It shows that the two cohorts have plenty in common. We have created a mini-podcast series and 9 short articles to share key lessons from the study tour.
Mini podcast series
Our mini-podcast series covers a range of themes including education, workplace engagement, social media, and vertical integration. We hear directly from Jason Brown, Head of Distribution, BT, and Tara Sutton, State Director, BT, on their thoughts and what it means for Australian advisers.
Host: Sean Aylmer, Business journalist
Guest Speakers:
- Jason Brown, Head of Distribution, BT
- Tara Sutton, State Director, BT
Jason has worked across all segments of the Financial Services industry during his more than 30-year career, having spent the last 14 years at BT. He is currently Head of Platforms Distribution, overseeing the distribution and support of both BT Panorama and Asgard and working with dealer groups, asset consultants, fund managers, and advisers.
Podcast topics
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Topic: Our currency is contact
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Topic: Workplace engagement
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Topic: Values of business
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Topic: Educating to engage
Tara is an experienced financial services professional with over 18 years’ experience in both Advice & Product Distribution. Tara manages the QLD Distribution team with 10 years’ experience in BT Platforms. Prior to BT, Tara worked in financial advice across various roles including Practice Manager, Paraplanner & Advising.
Podcast topics
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Topic: Rush to consolidate
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Topic: Ways to exit the industry
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Topic: Home grown talent
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Topic: Vertical integration
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Topic: Intergenerational wealth
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Topic: Carbon Financial
Things you should know:
This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.
Current trends and ideas to help you realise new opportunities and assist with supporting your practice.
Lessons from the BT UK Study Tour
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4. Values
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