Our speakers include:

Phil Butterworth,
Head of BT Open

Welcome and introduction.

John Allmey,
Senior Investment Specialist,
BTIS

Economic update – markets and asset classes experiencing growth and those to approach with caution.

Jessica Brady,
Head of Offer & Operations,
BT Open

BT Open Services - How you can get access to a range of services, information and events.

Bryan Ashenden,
Head of Financial Literacy
and Advocacy, BT

An update on the latest regulatory and technical changes impacting advice practices

Our speaker, David Smith

Our guest speaker

David Smith, Smithink

When was the last time you rethought your business processes? When did you consider whether you could do less to achieve more? Technology's relentless march is creating more and more opportunities to engage with clients in new ways and drive efficiencies in your business. Harnessing technology starts with process - what are you trying to achieve? Technology then is often the enabler of the process innovation you seek. Thinking differently, and being willing to work differently are the keys to bringing profound change to your business.

Agenda

BT Academy's first adviser briefing was on Tuesday, 13 November 2018 from 3:00 - 6:00pm at our Barangaroo offices.
 

15:00 – 15:30

Registration and welcome drinks

15:30 – 15:40

Welcome and introduction
Phil Butterworth, Head of BT Open

15:40 – 15:55

Economic update – markets and asset classes experiencing growth and those to approach with caution
John Allmey, Senior Investment Specialist, BTIS

15:55 – 16:10

An update on the latest regulatory and technical changes impacting advice practices
Bryan Ashenden
, Head of Financial Literacy & Advocacy, BT Advice & Private Wealth, BTFG

16:10 – 16:40

Using technology to help build efficiencies in your practice
David Smith
, Director, Smithink

16:40 – 16:50

BT Open update
Jessica Brady
, Head of Offer & Operations, BT Open

16:50 – 17:00

Q&A

17:00 – 18:00

Close and networking

For adviser use only.