We look forward to welcoming you to the upcoming FREE WealthO2 webinars that kick off in February 2021. The theme for the first of 2021 WealthO2 Dialogue Series webinars is all about how Advisers Business' improve for growth, profit and valuation.
And what a line up we have to cover this – It’s the full package!
Our first webinar with Terry Bell from Business Health was held on Tuesday 16th February 2021 at 11am. Terry's presentation was based on a most recent analysis of the marketplace (300+ practices who have ‘HealthChecked’ their business over the past couple of years through their diagnostics). Terry provided important metrics – revenue, client numbers, profitability, client satisfaction and summarised key take outs of planning, client centric management, and the employee value proposition. If you missed this webinar, watch it HERE.
Our webinar with Cate Americano from Inspiration Café was held on Tuesday 2nd March 2021. Cate presents with passion, and comes from a practice management perspective with proven
solutions to fix the unhealthy parts of a practice or help progress the healthy. This is done by developing strategic, results orientated plans and processes to enable change and transform businesses. If you missed this webinar, watch it HERE.
You can also contact Cate Americano at www.inspirationcafe.com.au
Our third session in the WealthO2 Business Health series was none other than Steve Prendeville from Forte Asset Solutions. Steve rounded out the series and focused his webinar session on how to maximise efficiency, profitability and valuations of a Financial Planning practice. If you missed this webinar, watch it HERE.