BT & Lumiant Partnered Event: The Great Reset

Webinar

Information for advice professionals only.

BT and Lumiant have teamed up to create a Specialist Webinar Series that is focused on leveraging best practice ideas and insights to deliver the world’s best client experience. The webinar series is designed to draw on Lumiant’s expertise in working with advice firms to transition their value proposition to above the line, increase client engagement (particularly the non-CFO spouse) and create a repeatable, memorable, measurable and scalable advice experience.

The first part of our series, called The Great Reset, will look at what the financial advice industry could look like if we started again. 

The Great Reset acknowledges that if we had realised below-the-line work (investments) adds little value to clients, we would have had more focus on what clients really buy you for - the human connection. At the end of the day, we manage lives not money. We want people to live a rich life, not live rich.

The Great Reset is about understanding in a world full of financial products, customer-centricity is the key unique selling point. In this Santiago Burridge, founder and CEO at Lumiant, will go through seven critical steps that will enable financial advisers to transform their practice and deliver value beyond the numbers, including:

  • Hire yourself or fire yourself: why you need a CEO
  • Why it’s essential to outsource everything not client-facing
  • The importance of loving all clients equally
  • Organic growth relies on engaging the non-CFO spouse
  • Creating a consistent investment philosophy and process
  • How we should really be acquiring and integrating others

Why now is the time to equitise NextGen leadership

This session will be CPD accredited. 

CPD ASIC Areas

ASIC Generic Knowledge = 0.50
ASIC Skill Requirements = 0.50

CPD FASEA Areas

FASEA Client Care and Practice = 0.50
FASEA General = 0.50

Watch 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.

22 Sep 2021

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
08 Sep 2021
A lot more than you may thing goes into understanding what makes a contribution to super. In this session we take a journey down the path less travelled when it comes to contributions, allowing you to test your understanding along the way.
Webinar
11 Aug 2021
This session will delve into the various ways a superannuation condition of release can be met, with an emphasis on preservation age and age 60. It will also explore permanent incapacity and terminal illness, including considerations on how to best achieve the most tax efficient outcome.
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.