BT Learning Lab series

2024 upcoming webinars 

Join us for our next Learning Lab webinar, where we’ll share how Adviser Portfolios can benefit client outcomes and experience in addition to streamlining processes and improving compliance within your business.

What we’ll cover:
· What are Adviser Portfolios and why use them - Understand how they enable the efficient management of client investments needs, while saving time, reducing advice paperwork and with an improved and consistent client experience
· How to use Adviser Portfolios - Learn about the ease of operation of Adviser Portfolios, from creation and management, through linking accounts, the flexible tailoring available, ongoing rebalancing options, and how they interact with other Panorama features.
· Embedding in your business - We’ll look at how other advice firms have successfully adopted Adviser Portfolios, and consider the type of advice firms that are well-placed to benefit from using them in their business
This training session will be conducted by BT’s Training and Capability team, professionals with extensive knowledge and practical experience in the fields of support and implementation.

Event details:
Date: Tuesday 17 September 2024
Time: 12:00pm AEST
Register now