This webinar presentation provided an overview of the Netwealth platform for financial advisers, including its key features and functionality. It discussed Netwealth's market-leading adviser and client portals, mobile access, transaction capabilities, reporting functions, and research and insights available. The presentation also introduced Steve Crawford, founder of The Advice Movement, who would be speaking about attracting, retaining and advising Gen X and Y clients. It provided details on how to earn CPD points for attending and noted the webinar was being recorded.
Netwealth educational webinar - Lessons from Silicon Valley and what it means...netwealthInvest
This document summarizes a presentation by Santi Burridge on lessons from Silicon Valley for Australian financial advisers. Key points include:
- Over 800 startups in Silicon Valley are focused on financial services and know more about clients than advisers.
- Advisers' role in investment advice is changing due to technology enabling mass customization of advice.
- Australian advisers need to embrace technology to ensure future disruption complements their businesses.
- Advisers should focus on building scalable, personalized client experiences through technology.
Ever get questions like these from your employees?
Why is my bonus less this year than last year? Why was my raise not higher? Why are you not paying me as much as salary.com says you should be paying me? Why can’t I have stock? Why…
You get the picture. Questions like these can put you on the defensive and strain your relationship with your employees. Worse, they evidence you have created a culture of entitlement. Yikes!
To learn how to make questions like these go away and transition your employees from a sense of entitlement to one of stewardship, be sure to watch our on-demand broadcast. You will not want to miss it!
In this broadcast, you will learn:
How entitlement takes root and what you can do to prevent it.
How a clear compensation philosophy can make 90% of pay complaints go away.
How to use market pay data more effectively—and why it is less important than you (and your employee’s) think.
What it means to have a balanced pay strategy and why it will make your value proposition more compelling.
Why a Total Rewards approach is critical to creating a positive employee experience, and…
Why today’s talent trends make it essential your people have that positive employee experience.
As a private company leader, have you struggled with the idea of sharing stock? Do you find yourself conflicted because you want to reward your key people for improving business value, but prefer to do so without diluting owner equity? Do you find yourself without a good answer when some says: “Can I have stock in the company?” If so, you’re not alone.
This happens because you simply don’t know what options you have, right? If you don’t share equity, then what do you do instead? This webinar will solve that problem for you. There are six different ways to reward long-term value creation without giving away stock. In this broadcast, we will discuss each of them and teach you how to decide which one is right for your company.
What if the employee incentive plan you offer didn’t really cost your company anything? How much value would you share? In theory, if it didn’t really cost you anything, the amount you could share would be unlimited, right? So, what’s the catch? Is there actually such a thing as incentive compensation that pays for itself?
There really is no catch. You could start a self-financing incentive plan today if you just knew the steps to take. And that’s the purpose of this webinar. We want to teach you how to reward performance in a way that drives a positive ROI on your compensation investment, and eliminates the “cost” associated with traditional approaches. So, stop wasting money on incentive plans that are a drain on cash flow and profits.
Canaan Entrepreneur Pitch Workbook - To provide entrepreneurs with just the actionable, tactical guidance you need to clearly communicate your business idea.
Chances are, you think differently about compensation now than you did a few months ago. Let’s face it, COVID-19 made us think differently about a lot of things, did it not? And although you’ve survived the crisis so far, you recognize your pay strategy going forward probably needs to change.
But change how? Exactly what should be different?
This broadcast was created to help you answer that question. We recognize business leaders like you are struggling to determine how you can effectively reward performance in the new economy without creating the same financial vulnerabilities you’ve just lived through. We can think we can help.
The presentation from a webinar our CEO, Abhishek Agarwal took, on pointers for Fundraising for Early Stage Startups.
While this usually goes with a voiceover, the gist of the message is captured well on these slides, and could help you think through raising capital for your early stage company!
Netwealth educational webinar - Lessons from Silicon Valley and what it means...netwealthInvest
This document summarizes a presentation by Santi Burridge on lessons from Silicon Valley for Australian financial advisers. Key points include:
- Over 800 startups in Silicon Valley are focused on financial services and know more about clients than advisers.
- Advisers' role in investment advice is changing due to technology enabling mass customization of advice.
- Australian advisers need to embrace technology to ensure future disruption complements their businesses.
- Advisers should focus on building scalable, personalized client experiences through technology.
Ever get questions like these from your employees?
Why is my bonus less this year than last year? Why was my raise not higher? Why are you not paying me as much as salary.com says you should be paying me? Why can’t I have stock? Why…
You get the picture. Questions like these can put you on the defensive and strain your relationship with your employees. Worse, they evidence you have created a culture of entitlement. Yikes!
To learn how to make questions like these go away and transition your employees from a sense of entitlement to one of stewardship, be sure to watch our on-demand broadcast. You will not want to miss it!
In this broadcast, you will learn:
How entitlement takes root and what you can do to prevent it.
How a clear compensation philosophy can make 90% of pay complaints go away.
How to use market pay data more effectively—and why it is less important than you (and your employee’s) think.
What it means to have a balanced pay strategy and why it will make your value proposition more compelling.
Why a Total Rewards approach is critical to creating a positive employee experience, and…
Why today’s talent trends make it essential your people have that positive employee experience.
As a private company leader, have you struggled with the idea of sharing stock? Do you find yourself conflicted because you want to reward your key people for improving business value, but prefer to do so without diluting owner equity? Do you find yourself without a good answer when some says: “Can I have stock in the company?” If so, you’re not alone.
This happens because you simply don’t know what options you have, right? If you don’t share equity, then what do you do instead? This webinar will solve that problem for you. There are six different ways to reward long-term value creation without giving away stock. In this broadcast, we will discuss each of them and teach you how to decide which one is right for your company.
What if the employee incentive plan you offer didn’t really cost your company anything? How much value would you share? In theory, if it didn’t really cost you anything, the amount you could share would be unlimited, right? So, what’s the catch? Is there actually such a thing as incentive compensation that pays for itself?
There really is no catch. You could start a self-financing incentive plan today if you just knew the steps to take. And that’s the purpose of this webinar. We want to teach you how to reward performance in a way that drives a positive ROI on your compensation investment, and eliminates the “cost” associated with traditional approaches. So, stop wasting money on incentive plans that are a drain on cash flow and profits.
Canaan Entrepreneur Pitch Workbook - To provide entrepreneurs with just the actionable, tactical guidance you need to clearly communicate your business idea.
Chances are, you think differently about compensation now than you did a few months ago. Let’s face it, COVID-19 made us think differently about a lot of things, did it not? And although you’ve survived the crisis so far, you recognize your pay strategy going forward probably needs to change.
But change how? Exactly what should be different?
This broadcast was created to help you answer that question. We recognize business leaders like you are struggling to determine how you can effectively reward performance in the new economy without creating the same financial vulnerabilities you’ve just lived through. We can think we can help.
The presentation from a webinar our CEO, Abhishek Agarwal took, on pointers for Fundraising for Early Stage Startups.
While this usually goes with a voiceover, the gist of the message is captured well on these slides, and could help you think through raising capital for your early stage company!
If there’s one thing that’s certain about the future it’s that nothing about the future is certain. That makes it hard to plan, does it not? Yet, to succeed in the new economy you must have a strategy—and soon. It’s urgent. So, what should you do?
Start with your employees. They will have a lot to do with whether your company’s future is successful or not. Consequently, the experience you provide must be envisioned in advance and delivered according to your plan. It must attract premier talent and ensure they will want to stay and perform. And it must enable your employees to easily buy into and support your vision for the future—so they will be as committed to the company’s success as you are.
So, what kind of experience will do that?
That is the issue we addressed in this broadcast.
An insight into what we as a firm are about.
Bold Kiln is a one stop shop solution provider for startups. We help startups with:
+ Information: Free high quality information curated / created for the ecosystem
+ Services: Design (Branding & UI/UX), Development (Web/Mobile), Digital Marketing and other services
+ Products: Building a suite of products to help startups.
+ Co-working space
+ and more
OperatorVC, an angel fund investing in early stage companies, is our investment arm.
We would love to be a part of your journey in building your company. Do say hello to us at abhishek@boldkiln.com
More about each in the brief decks attached.
Do tell me more about what you do, any support / help you need, and / or potential opportunities to explore together.
D4: Cracking the Code on Startup Talent, Sam Wong Lean Startup Co.
The document provides an overview of a workshop on developing an effective talent strategy for startups. It discusses how startups typically underprioritize talent compared to other areas like fundraising and product development. However, having a robust talent framework is important for differentiation and success. The workshop teaches attendees how to properly structure a talent strategy around key elements of hiring, developing, recognizing and retaining top talent using tools like a talent rubric. It also debunks common excuses startups use for not focusing on talent and includes a hands-on session to help attendees start building out a talent rubric.
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
If you are like most business leaders, your confidence in the economy is growing…but your company is not completely recovered from its COVID experience. It’s left you and your leadership feeling a bit numb. You may have had to cut salaries, freeze incentive plans and either furlough or let employees go. It’s been painful. (Our apologies for reminding you!)
Now you need to move forward with optimism but you can’t just pretend nothing has happened, right?
All of this leaves you feeling uncertain about what your pay strategy should look like in 2021. Questions abound: How can you reward employee performance but not make your cash flow vulnerable? How can you create a pay offering that is more flexible without also unleashing compensation chaos? And so on.
If this is where you and your company find yourselves, you should watch this broadcast.
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
BDC is a Crown corporation with a mission to help Canadian entrepreneurs start and grow their companies. It provides flexible financing and consulting solutions tailored to the needs of entrepreneurs. BDC offers various financing solutions such as land and building financing, equipment financing, and working capital financing. It also provides consulting services to help businesses with areas like operations management, business planning, and human resources. BDC works with entrepreneurs at every stage from startup to growth and offers financing options such as loans, subordinate financing, and venture capital investments.
The economic chaos caused by the coronavirus pandemic is likely causing you to examine every financial element of your business right now. And because compensation is the biggest line item on your P&L, that number blares at you like a neon sign these days. All logic tells you it needs to shrink--and quickly.
As a result, you're wondering what your pay strategy should look like for the foreseeable future. Now, more than ever, your approach to compensation needs to be tied to performance--which means it is linked to results. If that's true, what should those results be and how do you make sure your pay plan effectively rewards them?
Discover how to unlock the most powerful tool in your saleskit - "stories" with Eleece Quilliam, National Manager of Invesco Consulting Australia.
Learn from Eleece how highly-effective advisers use 'StorySelling' to help them establish stronger personal connections and convert more prospects.
Getting Started with Business Intelligence WebinarKSM Consulting
It’s more important than ever in today’s competitive landscape to keep your team focused on the right things to deliver results. An effective business intelligence (BI) strategy ensures you have the right information, presented in the right way, at the right time, to the right people to drive excellence across the business. More than a dashboard, BI is integral to achieving peak performance as a business.
In this webinar, we discuss how to develop an effective BI strategy for a small-to mid-sized business. Learn about the importance of BI today and how to optimize your technical foundation, bring your data to life, gain organization-wide buy-in and adoption, and develop your BI strategy.
Succession Planning and Business Valuation Post-RecessionHNI Risk Services
The document discusses succession planning and business valuation. It defines succession as the process by which ownership or rights to a title are transferred from one person to another. Business valuation considers factors like future cash flows, growth prospects, and risk to determine a company's present value. There are three main approaches to valuation: income, market, and asset. The income approach uses methods like capitalizing earnings or discounted cash flows. Increasing a business's value requires growing cash flows, reducing risk, or creating future opportunities.
Analysing People - Our Journey to turn HR into a Data Driven DepartmentHPCC Systems
From the 2017 HPCC Systems Community Day:
XpertHR is the leading online resource for employment law, HR good practice, salary data and job benchmarking. Launched in 2002, the business operates in the UK, US and Netherlands.
Building on decades of experience analysing pay through our salary surveys product and HR data through our benchmarking surveys, we have been developing a cloud based people analytics product, using HPCC technology. This new product launch will harness the power of analytics to help HR departments to reduce unwanted turnover, optimise their people management and ultimately drive business success. We are currently finalising our beta product which focuses on retention of employees and we are looking to be selling to our existing customer base by the end of this year.
In this session we will take you through our journey, from discovering a customer need and problem, to using HPCC to develop a working prototype. We will outline why we chose to use HPCC, the challenges we had to overcome and how we have used its power to create first class analytics. We will also touch on the future vision for the product and will show you what the product looks like thus far.
Charlotte Vlaarkamp
Commercial Product Manager, Reed Business Information
Charlotte Vlaarkamp is commercial product manager at XpertHR, responsible for data services which includes the people analytics innovation. She has over 10 years’ experience of working in media and information companies, in a range of functions including research, consumer insight, customer analytics and more recently in product management. She has been working at RELX Group for 3 years.
Matt Holmes
Senior Director of Technology, XpertHR, RBI
Matt Holmes is the senior solutions architect at XpertHR and has been with the RELX Group for 10 years. Matt has a proven 10 years+ experience in commercial software development across management, architecture and delivery functions. With a passion for delivering solutions that meet market needs and delight customers.
This document provides an overview of 1E Professional Services. It discusses who they are, why customers should use their services, their goals for growth, and how sales and professional services can work together. Key points include that the team has 16 consultants with experience across 25+ projects, their focus on customer satisfaction and flawless execution, and how packaging offerings can help customers deploy solutions more quickly and profitably through reuse of best practices.
Fundraising Series (Part One): Building Your StoryJoyce Chuang
Includes:
"Building Your Financials" with Glenn McCrae, Early Growth Financial Services
"Value Propositions" with Noah Lichtenstein, Cowboy Ventures
"Market Sizing & Competitive Landscape" with Steph Palmeri, SoftTech VC
"Go-To-Market & Competitive Landscape" with Niko Bonatsos, General Catalyst Partners
This document discusses the role of middle managers in strategy implementation. It begins with an introduction to the challenges of implementation and a framework for success. It then outlines best practices for middle managers, which include translating strategic messages into daily actions, inspiring employees, role modeling correct behaviors, communicating the right messages, creating space for implementation, providing teams with support, leading implementation projects by example, and providing constant feedback. The document emphasizes that implementation is key to achieving results and shares insights on overcoming resistance to change and ensuring strategies are successfully carried out.
Greeting from Inspace Technologies!
We take pleasure sending the next edition of our Newsletter - Connect, which focuses exclusively on the accomplishments, events, happenings, awards / recognitions of Inspace community of Customers and Vendors. As always this magazine would serve as a forum for sharing organizational good news amongst our client/vendor network. We foresee much benefits in such networking and believe in continued success on this newsletter. We would continue to work towards improving the content regularly.
Why Do CIOs Get Fired? A Look at the Numbers and Insights by Joe HessmillerJoe Hessmiller
CIO's get fired for the same reasons that other executives, including the CEO, get fired. Failure to align resources toward the future; too much time and money spent on supporting the current state. Bottom Line: a failure to LEAD.
This document discusses how business owners can increase the value of their companies. It notes that most owners overestimate their company's worth and outlines some key ways to optimize value before transitioning ownership. These include assessing the potential value gap compared to competitors, ranking improvements by return on investment, and achieving annual gains in operational value of 20% or more. The document then discusses using a software tool called CoreValue to conduct an analysis that identifies specific opportunities to build value across key areas. Conducting this analysis and implementing an action plan can help owners increase their company's worth and financial freedom over time.
Adviser information evening australia october 2013 cRex Wood
The document outlines a new approach to financial advice called Optimum Advice. It aims to shift the focus from product sales to client outcomes by re-engineering the advice process from the ground up. The program provides training for advisers, back office support, and ongoing coaching. It seeks to engage the middle market client segment and turn advisers into lifelong financial coaches. The goal is to set a new global standard for financial advice that prioritizes clarity, simplicity, and action.
How to size up your Reward and Recognition Budget | Xexecxexec_corporate
As we move towards the end of the year many organisations are in the process of planning their Reward and Recognition (R&R) budgets for next year though this can be a challenging thing to do. In this slideshare presentation (and accompanying webinar), find out how to build a business case, set your budget, manage budgets within a platform, and learn what to do when you run out of budget - plus a lot more! Watch the webinar here: http://bit.ly/2kb1Q1f
If there’s one thing that’s certain about the future it’s that nothing about the future is certain. That makes it hard to plan, does it not? Yet, to succeed in the new economy you must have a strategy—and soon. It’s urgent. So, what should you do?
Start with your employees. They will have a lot to do with whether your company’s future is successful or not. Consequently, the experience you provide must be envisioned in advance and delivered according to your plan. It must attract premier talent and ensure they will want to stay and perform. And it must enable your employees to easily buy into and support your vision for the future—so they will be as committed to the company’s success as you are.
So, what kind of experience will do that?
That is the issue we addressed in this broadcast.
An insight into what we as a firm are about.
Bold Kiln is a one stop shop solution provider for startups. We help startups with:
+ Information: Free high quality information curated / created for the ecosystem
+ Services: Design (Branding & UI/UX), Development (Web/Mobile), Digital Marketing and other services
+ Products: Building a suite of products to help startups.
+ Co-working space
+ and more
OperatorVC, an angel fund investing in early stage companies, is our investment arm.
We would love to be a part of your journey in building your company. Do say hello to us at abhishek@boldkiln.com
More about each in the brief decks attached.
Do tell me more about what you do, any support / help you need, and / or potential opportunities to explore together.
D4: Cracking the Code on Startup Talent, Sam Wong Lean Startup Co.
The document provides an overview of a workshop on developing an effective talent strategy for startups. It discusses how startups typically underprioritize talent compared to other areas like fundraising and product development. However, having a robust talent framework is important for differentiation and success. The workshop teaches attendees how to properly structure a talent strategy around key elements of hiring, developing, recognizing and retaining top talent using tools like a talent rubric. It also debunks common excuses startups use for not focusing on talent and includes a hands-on session to help attendees start building out a talent rubric.
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
If you are like most business leaders, your confidence in the economy is growing…but your company is not completely recovered from its COVID experience. It’s left you and your leadership feeling a bit numb. You may have had to cut salaries, freeze incentive plans and either furlough or let employees go. It’s been painful. (Our apologies for reminding you!)
Now you need to move forward with optimism but you can’t just pretend nothing has happened, right?
All of this leaves you feeling uncertain about what your pay strategy should look like in 2021. Questions abound: How can you reward employee performance but not make your cash flow vulnerable? How can you create a pay offering that is more flexible without also unleashing compensation chaos? And so on.
If this is where you and your company find yourselves, you should watch this broadcast.
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
BDC is a Crown corporation with a mission to help Canadian entrepreneurs start and grow their companies. It provides flexible financing and consulting solutions tailored to the needs of entrepreneurs. BDC offers various financing solutions such as land and building financing, equipment financing, and working capital financing. It also provides consulting services to help businesses with areas like operations management, business planning, and human resources. BDC works with entrepreneurs at every stage from startup to growth and offers financing options such as loans, subordinate financing, and venture capital investments.
The economic chaos caused by the coronavirus pandemic is likely causing you to examine every financial element of your business right now. And because compensation is the biggest line item on your P&L, that number blares at you like a neon sign these days. All logic tells you it needs to shrink--and quickly.
As a result, you're wondering what your pay strategy should look like for the foreseeable future. Now, more than ever, your approach to compensation needs to be tied to performance--which means it is linked to results. If that's true, what should those results be and how do you make sure your pay plan effectively rewards them?
Discover how to unlock the most powerful tool in your saleskit - "stories" with Eleece Quilliam, National Manager of Invesco Consulting Australia.
Learn from Eleece how highly-effective advisers use 'StorySelling' to help them establish stronger personal connections and convert more prospects.
Getting Started with Business Intelligence WebinarKSM Consulting
It’s more important than ever in today’s competitive landscape to keep your team focused on the right things to deliver results. An effective business intelligence (BI) strategy ensures you have the right information, presented in the right way, at the right time, to the right people to drive excellence across the business. More than a dashboard, BI is integral to achieving peak performance as a business.
In this webinar, we discuss how to develop an effective BI strategy for a small-to mid-sized business. Learn about the importance of BI today and how to optimize your technical foundation, bring your data to life, gain organization-wide buy-in and adoption, and develop your BI strategy.
Succession Planning and Business Valuation Post-RecessionHNI Risk Services
The document discusses succession planning and business valuation. It defines succession as the process by which ownership or rights to a title are transferred from one person to another. Business valuation considers factors like future cash flows, growth prospects, and risk to determine a company's present value. There are three main approaches to valuation: income, market, and asset. The income approach uses methods like capitalizing earnings or discounted cash flows. Increasing a business's value requires growing cash flows, reducing risk, or creating future opportunities.
Analysing People - Our Journey to turn HR into a Data Driven DepartmentHPCC Systems
From the 2017 HPCC Systems Community Day:
XpertHR is the leading online resource for employment law, HR good practice, salary data and job benchmarking. Launched in 2002, the business operates in the UK, US and Netherlands.
Building on decades of experience analysing pay through our salary surveys product and HR data through our benchmarking surveys, we have been developing a cloud based people analytics product, using HPCC technology. This new product launch will harness the power of analytics to help HR departments to reduce unwanted turnover, optimise their people management and ultimately drive business success. We are currently finalising our beta product which focuses on retention of employees and we are looking to be selling to our existing customer base by the end of this year.
In this session we will take you through our journey, from discovering a customer need and problem, to using HPCC to develop a working prototype. We will outline why we chose to use HPCC, the challenges we had to overcome and how we have used its power to create first class analytics. We will also touch on the future vision for the product and will show you what the product looks like thus far.
Charlotte Vlaarkamp
Commercial Product Manager, Reed Business Information
Charlotte Vlaarkamp is commercial product manager at XpertHR, responsible for data services which includes the people analytics innovation. She has over 10 years’ experience of working in media and information companies, in a range of functions including research, consumer insight, customer analytics and more recently in product management. She has been working at RELX Group for 3 years.
Matt Holmes
Senior Director of Technology, XpertHR, RBI
Matt Holmes is the senior solutions architect at XpertHR and has been with the RELX Group for 10 years. Matt has a proven 10 years+ experience in commercial software development across management, architecture and delivery functions. With a passion for delivering solutions that meet market needs and delight customers.
This document provides an overview of 1E Professional Services. It discusses who they are, why customers should use their services, their goals for growth, and how sales and professional services can work together. Key points include that the team has 16 consultants with experience across 25+ projects, their focus on customer satisfaction and flawless execution, and how packaging offerings can help customers deploy solutions more quickly and profitably through reuse of best practices.
Fundraising Series (Part One): Building Your StoryJoyce Chuang
Includes:
"Building Your Financials" with Glenn McCrae, Early Growth Financial Services
"Value Propositions" with Noah Lichtenstein, Cowboy Ventures
"Market Sizing & Competitive Landscape" with Steph Palmeri, SoftTech VC
"Go-To-Market & Competitive Landscape" with Niko Bonatsos, General Catalyst Partners
This document discusses the role of middle managers in strategy implementation. It begins with an introduction to the challenges of implementation and a framework for success. It then outlines best practices for middle managers, which include translating strategic messages into daily actions, inspiring employees, role modeling correct behaviors, communicating the right messages, creating space for implementation, providing teams with support, leading implementation projects by example, and providing constant feedback. The document emphasizes that implementation is key to achieving results and shares insights on overcoming resistance to change and ensuring strategies are successfully carried out.
Greeting from Inspace Technologies!
We take pleasure sending the next edition of our Newsletter - Connect, which focuses exclusively on the accomplishments, events, happenings, awards / recognitions of Inspace community of Customers and Vendors. As always this magazine would serve as a forum for sharing organizational good news amongst our client/vendor network. We foresee much benefits in such networking and believe in continued success on this newsletter. We would continue to work towards improving the content regularly.
Why Do CIOs Get Fired? A Look at the Numbers and Insights by Joe HessmillerJoe Hessmiller
CIO's get fired for the same reasons that other executives, including the CEO, get fired. Failure to align resources toward the future; too much time and money spent on supporting the current state. Bottom Line: a failure to LEAD.
This document discusses how business owners can increase the value of their companies. It notes that most owners overestimate their company's worth and outlines some key ways to optimize value before transitioning ownership. These include assessing the potential value gap compared to competitors, ranking improvements by return on investment, and achieving annual gains in operational value of 20% or more. The document then discusses using a software tool called CoreValue to conduct an analysis that identifies specific opportunities to build value across key areas. Conducting this analysis and implementing an action plan can help owners increase their company's worth and financial freedom over time.
Adviser information evening australia october 2013 cRex Wood
The document outlines a new approach to financial advice called Optimum Advice. It aims to shift the focus from product sales to client outcomes by re-engineering the advice process from the ground up. The program provides training for advisers, back office support, and ongoing coaching. It seeks to engage the middle market client segment and turn advisers into lifelong financial coaches. The goal is to set a new global standard for financial advice that prioritizes clarity, simplicity, and action.
How to size up your Reward and Recognition Budget | Xexecxexec_corporate
As we move towards the end of the year many organisations are in the process of planning their Reward and Recognition (R&R) budgets for next year though this can be a challenging thing to do. In this slideshare presentation (and accompanying webinar), find out how to build a business case, set your budget, manage budgets within a platform, and learn what to do when you run out of budget - plus a lot more! Watch the webinar here: http://bit.ly/2kb1Q1f
Michigan Marketing Minds - September 9, 2014 - Expressing Thought Leadership:...AnnArborSPARK
This document summarizes a presentation about content marketing strategies. It discusses Atomic Object's use of content marketing to build its brand and attract clients and employees. Atomic Object publishes a company blog called Atomic Spin with various types of content related to software development. The blog aims to provide useful information even to non-clients. Managing the blog requires substantial time from employees for content creation, editing, promotion and more. However, the blog has helped Atomic Object attract prospective clients and employees and has received recognition from peers.
This Toolkit was created by ex-McKinsey, Deloitte and BCG Consultants and Entrepreneurs, after more than 4,000 hours of work. It is considered the world's best & most comprehensive Entrepreneurship Toolkit. It includes all the Frameworks, Tools & Templates required to build, run and scale your own Business and excel as an Entrepreneur.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com
Investors historically sit through pitches and evaluate early stage startups on three primary metrics: 1) great looking product demos, 2) compelling presentations, and 3) a strong team. Steve Blank, the Godfather of the Lean Startup movement said in his Customer Development Manifesto: “There’s no formal way for an investor to assess project maturity or quantify risks. Other than measuring engineering progress, there’s no standard language to communicate progress.”
What has been missing is a common language to communicate objectives and data that investors and entrepreneurs can use to communicate startup readiness.
Fortunately, the principles developed in the Lean Startup movement can be utilized to help entrepreneurs assess their Investor Readiness Level in a way that allows them to demonstrate “evidence” of their readiness. In this session, Max Green and Heath Naquin, both of the IC2 Institute, will share this new method for entrepreneurs to gauge their own investor readiness using the principles of Steve Blank's Investment Readiness Level and LeanLaunchpad.
Entrepreneurs attending this session will learn a valuable approach helping their start-up team prove their competence and validate their ideas by showing investors “evidence” that there’s a repeatable and scalable business model.
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Attract, retain and advise Gen X&Y clients
1. Attract, retain and advise
Gen X&Y clients
Presented by
Steve Crawford
Founder
The Advice Movement
5 June 2019
2. | netwealth2
1 CPD point available
• Must have attended for
>30 minutes
• CPD details will be
included in the post-
webinar email
This webinar is being
recorded
• Slides will be sent to you
after the webinar via email
Enter your questions in the
chat
• We will get to them at the
end of the webinar
Posting to social?
• Make sure to use
#netwealthinvest or tweet
@netwealthInvest
Housekeeping
3. | netwealth
As a specialist platform provider, Netwealth provides
financial advisers with a wide range of financial
products & services to help manage their clients’
investments and superannuation.
• Ranked #1 for overall functionality
• Ranked #1 for overall satisfaction
• Awarded best reporting
• Awarded best client portal
• Awarded best transaction tools
*InvestmentTrends Platform Competitive Analysis & Benchmarking Report (Dec 17)
3
See wealth differently
A little bit about Netwealth
4. | netwealth
Key features of our platform
Market leading adviser portal Market leading client portal
• Rated No.1(1) for functionality
• Intuitive design and useability
• Quick access to information and clients
• Sophisticated portfolio tools
• In depth business and client reporting
• Rated No.1(1) for functionality
• Intuitive design and useability
• Can be white labelled for adviser groups
• Allows consolidation of all accounts
(1) Investment Trends: December 2016 Platform Competitive Analysis and Benchmarking Report
Mobile access
• PC, tablet and mobile access
• Adviser and client versions available
5. | netwealth
Key features of our platform
Innovative transactional capability Comprehensive reporting
• Online domestic & international trading
• Online fund switching
• Sophisticated rebalancing technology
• Automated account and cash settings
• A wide range of business, client &
portfolio reports
• Interactive and static reports available
• Can be white labelled
Research and insights
• Engaging investor and adviser insights
• Articles, webinars and white papers
• Wide range of investment research
• Managed funds and equities
10. GenY – 25 to 39 GenY – 40 to 54
Source: https://communityrising.kasasa.com/gen-x-gen-y-gen-z/
11. What’s the size of the opportunity?
By 2021…. GenY will make up 50% of the
Australian Workforce
By 2025….this goes up to 75%
(Kronos and Galaxy Research 2016)
12. What they don’t want - Top 10 Reasons for not seeking financial advice
GenXY believe
Financial
Advice = Super
& Insurance
Product Advice
Source – ING Direct - The Truth
about Gen X and Gen Y – Jan 2016
14. LendEDU survey Mar 2018
• 45% of customers would use Amazon
as their primary bank account;
• 49% would use Amazon for savings
accounts;
• 50% would use Amazon for personal
loans; and
• 30% would even use them for a
mortgage
Who are they thinking about getting advice from?
15. So if it’s not just about Risk & Super, what
would an appealing ‘Advice’ offer look like?
17. What do they want from you? –
Expected outcomes from working
with Advisers?
Goals & Savings
Source – ING Direct - The Truth about Gen X and Gen Y – Jan 2016
The Home & Lifestyle
Source – KPMG – Banking on the Future – Feb 2017
18. So how do you build an offer
that they actually want to ‘buy’
19. Solutions (Technology & Experiences)
Products (Add in Goal Planning +
Money Coaching)
Services (Plans and Packages)
“VALUE STACK”
COST ($, Time,
Customer Experience)
Your
“Value
Stack”
1
W
I
N
Hint – you’ve got to think like a ‘Brand’ they would consider buying… combine great
Products, Services & Solutions
19
How do you “Win” the GenXY Value Challenge?
22. YOUR GOAL PLANNING SESSSION GUIDE
• Step 1– Identify your strongest Values
• Step 2 – Make your Wish List more real by moving it to your Goals Board
• Step 3 – Prioritise your Goals by desired timeframe & importance
• Step 4 – Link your Goals back to your Values
• If in doubt… be optimistically positive about your goals
• After you’ve finished your Goals Board we’ll
• show you how we can help you develop your Money Management Plan
and Goals Action Plan
• explain our options for ongoing Coaching Support
• And How we work with your Financial Adviser
We should be able to do all this in 60-90 minutes
23. IT’S TIME TO IDENTIFY YOUR TOP SHARED VALUES
It just makes sense that before you start choosing which
goals to put on your Goals Board – you identify what is really
important to both of you – individually at first and then also
where you share values.
Doing this will help you to pick the goals that matter the
most…and are also the ones that you are most likely to
achieve.
Values Game Rules
Choose your own values first (Top 5)
Next find your shared values
Consolidate your list to your chosen Top Shared Values
24. Self-Esteem Non-Conformity Purpose Order Responsibility
Stability Health Growth Leisure Risk
Generosity Fame Self-Control Tradition Industry
Rationality Family Achievement Wealth Safety
Autonomy Independence Change Comfort Simplicity
The VALUES GAME – Find your Top 5 Shared Values
25. 25
Short Term
(next 7 years)
Medium Term
(7 years to Retirement)
Long Term
(Retirement)
Want to
Haves
Must
Haves
Your Retirement
Fund (Super &
Financial Assets)
provides enough
income to enjoy a
comfortable life in
retirement
New Home Furnishings
& Interior
$ 100k
When (ASAP)
(Values)
Canada Holiday
$ 20k
When (Jan 2020)
(Values)
Second Car
$ 60k
When (ASAP)
(Values)
Pork Chop & Cupcake
$ 3k
When (Late 2019)
(Values)
Start our Family
$ 12 months
When (2020)
(Values)
New Home (Gods
Country)
$ 1.6mk
When (Now)
(Values)
27. OUR MONEY MANAGEMENT PROGRAM
Your Experience Wealth Money Coaching Team
Experience Wealth Money Coach – our job is to help you get the
most / best results from your Money Management Program. We
help you set up your budget based on your lifestyle and goals.
Money Tracker – is the online secure solution that enables us
to show you your Money Results using real numbers in real
time
Banking Partners – we’ll work with your banking relationship, or
one of our hand picked partners that will help you get a bank
account and card structure to help you hit your spending and
savings targets
Money
Management
Program
Budgeting
BankingReporting
28. YOUR MONEY MANAGEMENT PROGRAM - BUDGETING
Scenario1: After your InvestmentProperty purchaseof $750,000with Spendingincreasedby $1500per month
Disclaimer: The Peer Group data from this Budget Tool was produced by Experience Wealth Pty Ltd and should be used as an guide only. Peer Group data is taken from actual results of clients spending over the period from July
2017 - June 2018. All clients are aged in their 20's, 30's and 40's and data should not be used as a guide for other age ranges. 'Savings' includes Principle repayment amounts on loans and purchases of assets.
Budgeting Objectives over your first 12 months on the program
1.Acceptance (You’re in charge of your money, not the other way around)
2.Awareness (First 3 months on the program)
3.Improvement (Months 3 – 12)
4.Performance (12 months and beyond)
29. YOUR MONEY MANAGEMENT PROGRAM - REPORTING
Your ‘Money Tracker” Reports
Support Tools - Your Money Tracking Software & Money Coach
Stage 1
Stage 2
Stage 3
Stage 4
Weekly
- Mini Updates
- Spending Snapshots
Monthly
- Income & Expenses
- Budget vs Actual
Quarterly
- Quarterly Trends, YTD
Results and Peer Group
Comparison
Yearly
- Using previous 12
months results to reset
Budget for next 12 months
31. Building an ‘XY’ brand is so much
more than changing your logo and
getting an Insta account…
It’s about understanding what
they really need:
• Goal Planning Session
• Money Management Program
• Action Plan for
starting/expanding their
family
• Action Plan for navigating
Childcare/School
• Action Plan around Property –
getting into it and paying the
mortgage off
• Then offer traditional Financial
Planning services as an add on
Your Products
32. Building an ‘XY’ brand is so much
more than changing your logo and
getting an Insta account…
It’s about understanding how
they want to buy your
products:
• Your ‘plans and packages’
need to be clear and easy to
understand
• Not everybody wants a long
term financial relationship
with you, but most will..
• Your fee model has to align
with how they want to pay
• Less conflicts = more
referrals
Your Services
33. Building an ‘XY’ brand is so much
more than changing your logo and
getting an Insta account…
It’s about bringing your
Products and Services to them
on their terms:
• Social stalking – be authentic
and consistent
• Make it easy for them to find
out that your not full of sh*t
• Getting started – Calendly +
Zoom = right place, right
time
• Bring some old school
concepts to life using new
school tech
Your Solutions
34. To help you get started on your
GenXY offer now – download our
Goal Planning Session template at
http://bit.ly/TheAM-
GoalPlanningSession
37. | netwealth37
1 CPD point available
• Must have attended for >30 mins
• CPD details will be included in the
webinar resources email
Webinar recording and slides
• These will be included in the
webinar resources email
Thank you
38. | netwealth
Is this the end for SMSFs?
• CPD Portfolio Construction webinar
2019 AdviceTech research report
• Discover the latest technology trends in advice
• Available tomorrow
38
Registration links will be in the follow-up email
You may be interested in
39. | netwealth39
Disclaimer
This information has been prepared and issued by Netwealth Investments Limited (netwealth), ABN 85 090 569 109, AFSL 230975,
RSE L0000192). It contains factual information and general financial product advice only and has been prepared without taking into
account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for
professional financial product advice and you should determine its appropriateness having regard to your particular circumstances
and seek any independent financial or other professional advice you may require.The relevant disclosure document should be
obtained from netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in
any netwealth product.
While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), no person,
including Netwealth, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any
person arising from reliance on this information.
Editor's Notes
My job today in 60 minutes is to convince you that with a little bit of a Re-Boot………
With some new materials to put into a Re-Build….
And the tools to help you Ramp Up your activities and engagements…..
That you can have an XY Advice offer that tap you into the biggest opportunity in advice leading towards 2020 and beyond.
My job today in 45 minutes is to convince you that Gen X & Y now represent such a significant part of the ‘advisable’ population that they can no longer be ignored by the Advice community.
My argument is that even as we approach the year 2020, the vast majority of the Advice community don’t understand what types of advice (Products) GenXY want from them – nor do the understand how they want to buy it from them initially and on an ongoing basis (Services) or even the ways the want to get that advice from them (Solutions)
But it’s not too late… you can have an XY Advice offer that will help tap you into the biggest opportunity in advice leading towards 2020 and beyond. All you need to do is know where to start.
I could give you stats about how many GenXY’s are in Australia… but let me you the opportunity using different numbers…
Everybody wants to tap into this opportunity but the problem is (according to ING) that somewhere between 84% and 90% and XY’s either don’t have a Financial Adviser – or have somebody else as their primary source of financial advice.
So let’s look into this a bit…..why aren’t they seeking advice from financial advisers?
Orange – My financial situation doesn’t warrant it
Pink – not convinced of value a financial adviser can add
Yellow – Not trusting of a financial adviser
Green – get around to it when older
Now let’s take a look at the KPMG research from just this year…. Less than 12% of their “Investments” are in traditional Financial Planning Wealth Products
Let’s put the two together…. “My situation doesn’t warrant it…plus all my money is in Savings Accounts or my property”…
The wash up of this I think is that because all the adds they see on TV are either from the Industry Funds……talking about Super…or from the Banks with lines like “Super, Insurance, Advice”
that X & Y think Advice = Super…
Now that isn’t necessarily and issue…..or is it?
Everybody wants to tap into this opportunity but the problem is (according to ING) that somewhere between 84% and 90% and XY’s either don’t have a Financial Adviser – or have somebody else as their primary source of financial advice.
So let’s look into this a bit…..why aren’t they seeking advice from financial advisers?
Orange – My financial situation doesn’t warrant it
Pink – not convinced of value a financial adviser can add
Yellow – Not trusting of a financial adviser
Green – get around to it when older
Now let’s take a look at the KPMG research from just this year…. Less than 12% of their “Investments” are in traditional Financial Planning Wealth Products
Let’s put the two together…. “My situation doesn’t warrant it…plus all my money is in Savings Accounts or my property”…
The wash up of this I think is that because all the adds they see on TV are either from the Industry Funds……talking about Super…or from the Banks with lines like “Super, Insurance, Advice”
that X & Y think Advice = Super…
Now that isn’t necessarily and issue…..or is it?
My job today in 45 minutes is to convince you that Gen X & Y now represent such a significant part of the ‘advisable’ population that they can no longer be ignored by the Advice community.
My argument is that even as we approach the year 2020, the vast majority of the Advice community don’t understand what types of advice (Products) GenXY want from them – nor do the understand how they want to buy it from them initially and on an ongoing basis (Services) or even the ways the want to get that advice from them (Solutions)
But it’s not too late… you can have an XY Advice offer that will help tap you into the biggest opportunity in advice leading towards 2020 and beyond. All you need to do is know where to start.
So if 74% of GenY professionals use spreadsheets to manage their finances each month (spending two hours per month)…that tells us a couple of things.
They think it is an important job to do…but most acknowledge this time isn’t enough.
They might value someone or something helping them out with this job.
If you do the job properly, it can add value to them and lead to other products and services (mortgages, insurances, super etc).
If you don’t do it….then Pocketbook will…over 250,000 Australian users already….
If you think this is an issue now…..google KPMG EVA and see what they think the world of personal finance will be like in 2030…where we’ve all been replaced by Siri like AI that helps everyone make better financial decisions themselves.
Let’s head back to the research to see what our XY’s expect an Adviser to help them with….
3. Help me achieve my financial goals
4. Grow my investments (Investments)
5. Saving Money
No mention of Insurance at all….and “Grow My Investments” was a low expectation for both Generations.
So what goals are they working towards….no shock here according to KPMG……GenX it’s all about the Home…and GenY it’s all about Lifestyle because they think that Home Ownership isn’t realistic for them just yet.
Since we work exclusively with Xs and Ys we’ve known that Goals and Savings was the ticket to the game all along……
So I’d just like to share with you our Goals model and Spending & Savings Program that we built for this very reason.
My job today in 60 minutes is to convince you that with a little bit of a Re-Boot………
With some new materials to put into a Re-Build….
And the tools to help you Ramp Up your activities and engagements…..
That you can have an XY Advice offer that tap you into the biggest opportunity in advice leading towards 2020 and beyond.
My job today in 60 minutes is to convince you that with a little bit of a Re-Boot………
With some new materials to put into a Re-Build….
And the tools to help you Ramp Up your activities and engagements…..
That you can have an XY Advice offer that tap you into the biggest opportunity in advice leading towards 2020 and beyond.
Prior to the meeting you will get the CEM to load all “Wish List” goals into the Goals Details boxes on the left. If there are more than 6 goals on the Wish List to transfer leave the last one blank and Copy/Paste as needed.
During the meeting the client (or you) simply drags and drop the Goals Details to the appropriate area (want vs must) and timeframe (ST,MT or LT). The client then needs to drag and drop the relevant Goal Icon (there are 4 badges for each so they just drag one and there will still be 3 left underneath).
Once the client has added all Goals to the Board you need to get them to match the Goals back to the Values (if GTM you’ll need to switch screen so they can see / if live just leave the Values on the TV/iPad).
Once the Goals and Values are matched move to the next slide.
My job today in 60 minutes is to convince you that with a little bit of a Re-Boot………
With some new materials to put into a Re-Build….
And the tools to help you Ramp Up your activities and engagements…..
That you can have an XY Advice offer that tap you into the biggest opportunity in advice leading towards 2020 and beyond.
My job today in 60 minutes is to convince you that with a little bit of a Re-Boot………
With some new materials to put into a Re-Build….
And the tools to help you Ramp Up your activities and engagements…..
That you can have an XY Advice offer that tap you into the biggest opportunity in advice leading towards 2020 and beyond.
Don’t wait act now….
It can be done….
Choose your XY Champion in your business and give them the job of making it happen
Watch my on demand webinar on how to run a Goal Planning Session here
Grab our template Goal Planning Session slides here
Visit the website www.theadvicemovement.com to find out more about how our team of amazing coaches can help you build your own amazing GenXY offer
Thank you.