BT and Elixir Best Practice series


Information for advice professionals only.

We are pleased to invite you to the upcoming Best Practice series in partnership with Elixir Consulting; a team of specialist business coaches who help financial advisers evolve their business to thrive in the ever-changing landscape of advice.

  • Part 1 Opportunities abound in advice – how will you leverage them?
  • Part 2 How can you lift your capacity to serve more clients, more effectively?
  • Part 3 How to sort out your pricing to achieve the growth and profitability you deserve

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06 Jul 2022

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.

22 Jun 2022
It's not unusual with a change in Government that we see a change in focus and priorities. But when it comes to the outcome of the 2022 Federal Election, will we see anything substantially new, or is it business as usual? In this session, as we wind up the financial year, we will look at the current policy settings, what changes from 1 July and what other changes are on the horizon as part of our quarterly tech and reg update.
09 Jun 2022
There is general acceptance these days of the role managed accounts can play in driving efficiencies in advice practices but how does that play out in terms of your acquisition and succession goals? This session will explore the commercial impacts of introducing managed accounts to your practice and reframe how to think about business growth. Plus, you will hear firsthand how one advice practice has successfully driven commercial outcomes for their practice by adopting a managed accounts model.

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.