BT and Elixir Best Practice series

Webinar

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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Webinar
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Webinar
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For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not? In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.
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.