Is your business ready for the advice industry boom?
Tuesday, 18 March Lunch Session
12:30pm - 2:30pm
Eureka Hotel
98 Little Malop St, Geelong VIC
What’s on the menu
Discover how technology can streamline your operations and boost efficiency.
The role of offshoring in freeing up time for your Australian-based team.
Best practices for balancing growth and maintaining high-quality client service.
Real-world examples of advisers successfully leveraging outsourcing and tech to scale.
Speakers
Steve Sloane
Managing director
Levera Solutions
Michael Baquie
Director, platforms
Colonial First State
Jamie Nemtsas
Managing director
The Inside Network
RSVP
Confirm your spot at the exclusive hosted lunch.
Contact
Martin Stone
E: martin@levera.com.au
P: +61 493 891 644