10:00 am – 11:00 am | Virtual Event
In a rapidly evolving financial landscape, Australian financial planners have faced their fair share of challenges over the past decade. Disruptive macro trends have cast shadows of uncertainty, making it increasingly difficult to deliver the exceptional service that clients expect while maintaining sustainable cost structures.
The good news? Technology is now your ally, and it’s catching up faster than ever. Join us for a groundbreaking webinar that will reshape the way you approach financial planning and revolutionize your cost-to-serve model.
Join our financial planning webinar series where Microsoft, Finura and Barhead will be covering technological transformation, data analytics, staying ahead of the curve, practical ways to start, and other topics dominating the industry.
The 1st session on the 9th of November will focus on streamlining file notes and follow-up actions from virtual meetings. Click the button below to register.
What to expect from this webinar series:
Embrace Technological Transformation: Discover how the latest advancements within the Microsoft ecosystem are set to redefine the future of financial planning. From AI-driven insights to data-driven decision-making, you’ll explore the tools that will propel your practice into the digital age.
Data-Driven Delight: Learn how to harness the power of data analytics to not only meet but exceed your clients’ expectations. Uncover strategies to tailor your services with precision, all while reducing costs.
Scalability Made Simple: We’ll unveil the future of creating more scalable advice models that enable you to grow your business without growing expenses. Streamline operations and maximize your addressable market.
Prepare for Tomorrow: Stay ahead of the curve by exploring the cutting-edge technologies and trends that will define the financial planning landscape, and learn of practical ways to start.
What to expect from this webinar series:
Embrace Technological Transformation: Discover how the latest advancements within the Microsoft ecosystem are set to redefine the future of financial planning. From AI-driven insights to data-driven decision-making, you’ll explore the tools that will propel your practice into the digital age.
Data-Driven Delight: Learn how to harness the power of data analytics to not only meet but exceed your clients’ expectations. Uncover strategies to tailor your services with precision, all while reducing costs.
Scalability Made Simple: We’ll unveil the future of creating more scalable advice models that enable you to grow your business without growing expenses. Streamline operations and maximize your addressable market.
Prepare for Tomorrow: Stay ahead of the curve by exploring the cutting-edge technologies and trends that will define the financial planning landscape, and learn of practical ways to start.
Kostadin Solakov, Business Applications Specialist, Financial Services, Australia & New Zealand
Kostadin is the Business Applications Specialist for Financial Services at Microsoft Australia and New Zealand. He has successfully delivered ERP projects in the APAC region, including in Singapore, Malaysia, Indonesia, Australia, Philippines and China, as well as in Macedonia, where he worked with both Microsoft Dynamics and Datalab Pantheon before relocating to Asia. In addition to his 8 years of experience in project delivery, Kostadin also has proven track record in Microsoft Dynamics practice development and management as well as managing culturally diverse and geographically dispersed teams.
Peter Worn, Co-Founder and Managing Director, Finura Group
Peter is the co-founder and Managing Director of Finura Group. Peter and the Finura team advise some of Australia and the UK’s leading financial services companies on their technology strategy & execution. Peter holds several external board positions. He is an Independent Director of McQueen Financial Group, Chairman of Rising Tide Financial Services and on the Board of leading social media agency, Socialisd. His most important role is being a Dad to his two boys Thomas and Patrick and husband to his wife Katherine (who keeps our life in order from chaos). Peter holds an Executive MBA from the Australian Graduate School of Management and a Bachelor of Business.
James Masella, Sales Director – Financial Services, Barhead Solutions
James is a Sales Director for Financial Services at Barhead Solutions. Before joining Barhead, James worked alongside the Sales and Marketing functions at Colonial First State and helped launch CFS’s first mobile app to increase Member Engagement. His experience in Wealth Management included supporting CBA’s vertically aligned advice practices, Commonwealth Financial Planning, Financial Wisdom and CountPlus with operational and compliance changes with the introduction of FOFA reforms.
