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    Webinar: BT & Slipstream Present Proactively fostering client referrals

    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. This is the third instalment of our BT Slipstream Specialist series. 

    Proactively fostering client referrals

    For such an important source of new revenue, it’s surprising how little attention many financial planners typically pay to client referrals.

    And yet, there is much to be gained by having a steady stream of new clients coming through the door via referrals. The cost of acquisition is minimal and the prospective clients come already favourably disposed towards you.

    This session explores:​ 

    • The Psychology of Referrals​ 
    • Diagnosing your Client Referral Processes​ 
    • Including becoming referral worthy 
    • Building Client Referral Scripts that work​ 
    • The four critical elements to include 
    • When to ask for a referral 

    Bonus: Attend the session for access to the "Diagnostic" which will quickly ascertain the extent to which you are “in the game” when it comes to referrals, as well as address any points which may be inhibiting current clients from referring new ones. 

    This webinar is FPA CPD accredited.

    Watch now

     

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    Webinar: Project Uplift

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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




    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.