Masterclass: Practice Efficiency

Join us as we explore how technology can help financial advice businesses turn an optimistic outlook into real-world results.

According to the Future Ready IX report, Australian financial advisers are extremely positive about what they can achieve in the coming months.

While few advisers plan to add more staff to their team or work any harder, the majority expect to increase revenue, the number of clients they service and their business profitability.

Against a backdrop where business as usual is incredibly difficult and the entire industry remains in a state of flux, are advisers being overly optimistic?

In this masterclass, the Midwinter team explore ways advisers can achieve their optimistic outlook using technology to improve process efficiency in their business.

Use the form to access the recorded webinar and watch this on your own time.

To book a personalised demo of Midwinter’s software and discuss your advice software requirements, click here or email [email protected].

Subscribe to receive news & insights from Midwinter