How leading firms are simplifying their advice process

Technology was supposed to make advice businesses more efficient and yet for most practices, delivering compliant advice has never taken longer or been more expensive.
With more tools available to deliver advice than ever before, finding the right technology for your practice is a real challenge, let alone getting your team to use it effectively so your practice can run smoother.
But ‘success leaves clues’ and in this Advice Revolution webinar,  Belinda Barclay (Head of Advice, Oreana), will lift the bonnet on what’s working in some of Australia’s fastest growing advice businesses.  
Belinda, Adrian and Shaun Pic

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.
From speeding up business as usual to teamwide tech adoption, in this webinar you’ll learn how the most forward-thinking advice practices are rethinking their advice delivery processes, so that they can scale more effectively than the rest.

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Date: 2nd June 2022
Time: 12:00 noon to 1:00 PM AEST
Register Here

About our guest

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.

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About Advice Revolution

We provide advice businesses with insanely simple fact-finding and client engagement tools that help streamline and scale advice businesses, and improve the client experience.
With a market-leading XPLAN integration, we have helped advice businesses from over 30 licensees to reduce the time and cost of delivering financial services by allowing client data to flow freely between their business systems.
For more information about us, head to
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