Slipstream Coaching Webinar Series 2


Information for advice professionals only.

Building an ongoing service that clients value (May 2020)

Slipstream is seeing a growing momentum from advisers, and potentially from regulators as well, to move towards annual service agreements.  However, research has consistently shown that delivering a valued ongoing service is a significant challenge in most advice businesses.

It is also the area that consumes the most time and resources.

Given this background, providing clients with an ongoing service that they value year after year will be critical to businesses prospering in the future advice landscape.  This webinar covered four key areas: 

  • (1) The key elements of such a service (much more than just a portfolio review),
  • (2) The people and processes needed to deliver it efficiently,
  • (3) The groundwork that needs to be done to implement it
  • (4) What such a service might be worth to clients.


Take the next steps

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

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.
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 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.