All webinars / Health & aged care Financial Advice Association Australia An FAAA webinar presenting new benchmark research on where advice practices gain and lose productivity, and what drives profitability.What drives productivity in advice? New benchmark research reveals the key drivers
When
11 am Brisbane · 11:30 am Adelaide · 9 am Perth · 1 hr
What you’ll learn
- Where productivity is gained and lost in advice practices
- The role of technology, workflow and practice habits
- Drivers of profitability and capacity
Speakers
Founder and CEO, CoreData
Founder and CEO of research firm CoreData, which has grown from Sydney to offices in Perth, London, Boston and Manila. Has more than 30 years in financial services, including Rothschild Australia Asset Management, AMP Investments, Wizard Home Loans and Telstra, and has authored more than 50 studies on client behaviour.
Executive, Group Strategy, HUB24
Group strategy executive at HUB24, developing technology that helps advisers create capacity and reduce the cost of advice. Has 30 years in financial services, including strategy roles at Challenger, ANZ and CFS, and helped start Retirement Essentials.
Hosted by
Financial Advice Association Australia
The Financial Advice Association Australia is the main professional body for financial advisers. It formed in 2023 from the merger of the Financial Planning Association and the Association of Financial Advisers. Its webinars are CPD sessions on the realities of advice practice: AFCA case studies, drought support for farming clients, giving and philanthropy conversations, and changes to super rules. They suit practising advisers and paraplanners.