How leading firms are simplifying their advice process

Date: 2 June 2022
Time: 12 noon to 1pm AEST

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Belinda is the Head of Advice for Oreana Financial Services. She has over 15 years’ experience in the financial services industry and was involved in the establishment and running of Aon’s first wealth management business in Asia. Belinda is a Certified Financial Planner (CFP) and operated in an adviser capacity for many years before transitioning into a practice and licensee operations role.

In this webinar, you will learn:

  • The biggest mistakes practices make when choosing advice technology
  • How to effectively manage change and increase business-wide adoption of new technology
  • How to streamline data collection without slowing down your team or clients
  • The specific advice processes that some of Australia’s best practices are using
  • Time-saving hacks that will save you hours in file noting, SOA production and your firm’s review process.

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