Dear Subscriber,
Join Midwinter Financial Services’ free CDP accredited masterclass where they will look at how technology can help financial advice businesses turn an optimistic outlook into real-world results.
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According to the Future Ready IX report released in February, Australian financial advisers are extremely positive about what they can achieve in the coming months.
While few advisers plan to add more staff to their team or work any harder, the majority expect to increase revenue, the number of clients they service, and their business profitability.
Against a backdrop where business as usual is incredibly difficult and the entire industry remains in a state of flux, are advisers being overly optimistic?
In this CPD accredited masterclass, the Midwinter team will explore ways advisers can achieve their optimistic outlook using technology to improve process efficiency in their business.
Date: Wednesday 4 May
Time: 2:00pm AEST
Duration: 1 hour |
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| This masterclass will be presented by: |
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| | | Wendy Van
Product Manager |
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With more than 15 years’ experience in financial services technology, Wendy is a keen problem solver who is focused on improving customer experiences and outcomes.
Connect on LinkedIn |
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| | Stacey Cowan
Head of Advice Sales |
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With an extensive distribution background in the financial services industry, Stacey Cowan is passionate about helping advice businesses and licensees thrive.
Connect on LinkedIn |
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| | Matthew Bineth
Key Account Manager |
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Matthew is a passionate financial services professional who held roles in financial planning and practice management before moving into financial advice technology.
Connect on LinkedIn |
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