CPD Opportunity - Practice Management Webinar 2020

On the back of most large banks exiting the financial planning space, advice businesses have had to pursue new business models to allow them to not only survive but, ultimately thrive.

Adopting the right business model is crucial as financial planning practices face some of the biggest challenges the industry has ever faced, including reduced planner numbers and increased regulatory requirements.

Join Australia’s major platform players Netwealth's Matt Heine and HUB24's Nathan Jacobsen as they discuss:

What successful advice businesses of the future look like
The future role of dealer groups
Whether self-licensing could be the answer

Earn CPD Points!

Join over 600 peers as we discuss key areas of the industry and equip you for the ever-changing environment.

To find out more about the webinar series, click here.

Hear from industry experts and earn CPD points by registering above for FREE*! Once registered, you will have access to the full Six-Part Webinar Series.

*The Future of Wealth Management Community is specially designed for members of the financial advice community, if you are a supplier to the industry, please contact our events team at events@moneymanagement.com.au.

INDUSTRY EXPERTS

Matt Heine

Joint Managing Director
Netwealth

Matt started his career in financial services over 17 years ago when he joined Netwealth in July 2001.
Matt’s experience in industry-wide sales, marketing and product brings a ‘hands on’ understanding to his role as Joint Managing Director of the Netwealth group.
His skills, knowledge and passion for the industry span many aspects including advice, superannuation, investment and IT.
Matt is a regular commentator and presenter on these topics.

Nathan Jacobsen
Group Executive Advice & Technology Solutions
HUB24

Nathan is an experienced executive with a proven background in growing & transforming wealth management businesses since 2006, including market strategy, M&A, business development, technology, operations and organisation transformation.
Nathan previously worked for Perpetual Private, a high net worth advice business and was responsible for developing new market segments, including advice & trustee services to accounting firms, medical specialists and indigenous communities. Prior to joining financial services, Nathan worked in strategy & management consulting and as an officer in the Australian Navy, including running leadership programs on the square rig sailing ship Young Endeavour.

We'd like to thank our 2020 sponsors for supporting the Practice Management Webinar 2020.

WEBINAR SPONSORS

© 2019 FE Money Management Pty Ltd
Level 11
4 Martin Place
Sydney, NSW 2000
Australia

Want to change how you receive these emails?
You can update your profile or unsubscribe.