18 months into the pandemic and many advice businesses have had to adjust their practices to deliver client outcomes in new ways.
What does a successful business look like in the current climate, and how does this affect the future of practice management?
Money Management will gather a panel of industry experts to explore what needs to be done for practices to not only survive in the face of reduced planner numbers and increased regulatory change, but ultimately to thrive.
Join us to hear insights from Netwealth's Matt Heine. More speakers to be announced soon! |
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Time: 11AM - 12PM
Date: Thursday, 26th August 2021 |
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Join over 400 peers who have already registered for the Practice Management Webinar, earn CPD points and hear from industry experts.
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Already registered for other webinars in the Future of Wealth Management Series and want to add Practice Management Webinar to your registration?
Login to your Virtual Event Space below using the same email address you provided during registration and go to the "All Webinars" tab.
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Matt Heine
Joint Managing Director, Netwealth
Matt started his career in financial services over 17 years ago when he joined Netwealth in July 2001.
At that time, Netwealth was a start-up business with 5 employees and no products or services on offer.
Since then, Matt has been instrumental in the development of the distribution, strategy, branding and marketing of Netwealth.
Today Netwealth is one of the fastest growing wealth management businesses in Australia.
"We are rated No.1* by our customers for providing exceptional customer service and analysts continually rate our technology as best in class."
Matt’s experience in industry-wide sales, marketing and product brings a ‘hands on’ understanding to his role as Joint Managing Director of the Netwealth group.
His skills, knowledge and passion for the industry span many aspects including advice, superannuation, investment and IT.
Matt is a regular commentator and presenter on these topics. |
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| More speakers will be featured in the upcoming weeks. |
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The Future of Wealth Management Webinar Series is a six-part webinar event that will run from March to November 2021. We will be covering six of the most relevant topics for the wealth management industry including Managed Accounts, ESG/Responsible Investment and many more.
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Please email [email protected] if you have any questions.
Enjoy the webinar series! |
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