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.