We know that sourcing the latest practice management insights and staying current with market and regulatory information is important to you, but it can be time consuming to source. We’re here to help.
In our first BT Academy adviser briefing we will be bringing you a line-up of financial services industry experts to deliver investment market, regulatory and practice management information for advice firms. This event will be held on Tuesday 13th November in our Sydney offices and will also be available via webcast for all other states and regional advisers.
You’ll hear from:
To help get you started with BT Panorama, watch our upcoming webinar series to learn about the new operating system and online experience in our live and interactive training sessions.
Register for an upcoming webinar to learn more in our live and interactive training sessions. Completion of the "Introduction to BT Panorama" is firstly recommended before attending further Panorama training sessions.
BTNext is BT’s annual adviser roadshow. BTNext 2018 visited every major Australian city in August 2018 with over 1,000 financial advisers in attendance.
BTNext 2018 was focused on delivering insights and tools that help advisers deal with industry change and embracing new challenges so they can run sustainable, customer-focused advice businesses.
Find out more about the presentation featuring our keynote speaker Morgan Housel, a former Wall Street Journal columnist and Behavioural Economist.