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.



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.
Presented by
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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