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    Events & webinars

    Webinar: Project Uplift

    Webinar

    Information for advice professionals only.

    BT and Slipstream Coaching have teamed up to create a Specialist Webinar Series that is focused on delivering best practice ideas and insights to support the needs of your practice. The webinar series is designed to draw on Slipstream expertise in working with advice firms to grow revenue, maximise profit, boost team engagement and help you run an improved version of your business. 

    Please join us for our second BT Slipsteam series event; Project Uplift™ on Thursday, 27 May 2021 at 11:00am (AEST) with Sharon McClafferty, CEO of Slipstream Coaching. 

    Project Uplift™is a proven process to bolster your bottom line and ensure you get paid what you are worth. 

    • How to diagnose if there is a pricing issue in your business.
    • Prework necessary to update the fees for current clients.
    • Tips to implementing a new pricing policy.
    • How to explain the new fee to a client.
    • Case studies of financial planning firms who have successfully implemented a pricing uplift across their entire client base.

    This webinar has been accredited with CPD by the FPA.

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    Webinar: Gearing - Is it time to jump back on the roller-coaster?

    With interest rates now at record low levels, many investors are still gun shy about using gearing as part of their wealth creation strategy, particularly given the significant ups and downs that can be experienced. This presentation will delve into the various possible ways to use leverage and gearing, as well as the important considerations to be aware of when doing so.
    Webinar
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    Webinar: SMSFs - Limiting the LRBA?

    This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

    Webinar
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    Webinar: Preparing for a successful Budget outcome

    We all know and tell our clients that the key to a successful budget is preparation. Knowing what is coming and what is achievable. It's no different when it comes to the 2021 Federal Budget.
    Webinar

    The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.