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 foundational pillars of wealth management - investment strategies,and operational efficiencies - through dynamic workshops, adviser-lef panels and and candid discussions with industry leaders.

• 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 and personal development to help elevate the advice profession to become the most respected in Australia.

Up to 5+ CPD points available