Webinar: Quantifying the benefits of managed accounts

Information for advice professionals only.

Philo Capital Advisors webinar on quantifying the benefits of managed accounts.

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. The event covered the benefits to running managed accounts in client portfolios, including the ability to adjust these portfolios more often, equitably and quickly. Philo Capital set out the reasons why these benefits are more important when we face into greater market volatility.

Quantifying the benefits of managed accounts

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.

Webinar

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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!

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Slipstream Coaching Webinar Series 2

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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.