Slipstream Coaching Webinar Series 3

Webinar

Information for advice professionals only.

Building an efficient factory that really hums (May 2020)

Thriving advice businesses focus not just on the quality of advice they give, but on the efficiency of producing it.  Slipstream calls this "The Factory" and they believe, like many others in the industry that there is nothing better than seeing a Factory that really hums!  The third in the series, this webinar delivered practical tips on how to get your factory humming, including:  (1) How to diagnose how your Factory is currently operating, (2) How to build more capacity, (3) Technology and tools to help drive efficiency. 

 

Access the latest in practice insights, market news and articles to help you grow your business.

BT’s Chris Mather, Head of Distribution, BT Platform, Distribution & Services, recently presented at a Philo Capital Advisors webinar on quantifying the benefits of managed accounts.
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Slipstream recognises that Financial Advisers have had a very tough time since 2007 and now feel advisers are well poised to survive and thrive from the current disruption.
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Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements.
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The views expressed in these 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 webinars are 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.