Slipstream coaching webinar series 1


Information for advice professionals only.

Seize the Day

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. So, it's vital that practices seize the day and focus on meaningful improvements.  This webinar covered three key areas that have previously yielded substantial results: (1) Client Engagement and Referrals, (2) House Views and Consistency, (3) Efficiencies.  Slipstream believes the key is to not only get projects and improvements implemented but to get the right projects implemented in a sequence and timeframe that makes sense for individual adviser businesses. 


Take the next steps

  • Explore BT Panorama
    Increase efficiency and client value with online consent, our award winning mobile app and more.

Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements.
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!
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 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.