Upcoming webinars

2 February 2022

Love and Marriage

This life stage strategy based session outlines the financial advice opportunities that arise as a result of a client finding their life partner including, property and asset ownership, savings goals and superannuation strategies. 

CPD Accredited - Register now

Take the next steps

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