This practice masterclass is designed for personnel at all levels within the wealth management sector to take practical steps to develop their practice through analysing strategies and tactics to achieve better outcomes for clients. The goal is to welcome each team member and explore how collaboration, efficiency and growth initiatives can support a practice to become leaner, more enjoyable to work for and more valuable to each client. 

Why attend?

• Strengthen the five foundational pillars of wealth management—branding, client acquisition, staff development, investment strategies, and operational efficiencies—through dynamic workshops and candid discussions with industry leaders.

• Return to your practice with fresh ideas and actionable plans on how to innovate your business model to achieve a growth in revenue, simplicity and client satisfaction.

• Broaden your connections across the wealth management profession by learning alongside principals, advisers, administrative professionals, and recent graduates, fostering collaboration and unique insights.

• Earn CPD points as part of your ongoing professional development across topics such as client care, technical competence, regulatory compliance, and professionalism, ensuring your continued growth and compliance with industry standards.

• Share your own valuable insights with your peers and explore the power of community support, mentoring, and personal development to help elevate the advice profession to become the most respected in Australia.

Up to 5+ CPD points available