UA-40125197-1
How to make cashflow & budgeting clients profitable

WEBINAR - 20th June, 2018 | 11:30am AEDT

Learn how to automate a cashflow and budgeting solution for your clients,
to generate additional revenue and scale your business


The costs of running an advice business are increasing and advisers need to find new ways of replacing this cost and mitigating risks in uncertain times.

More than ever before, advisers need to be qualified and prepared to sustain a valuable advice business. Increased regulation, reduced insurance commissions and higher overhead costs can make it difficult to justify the time and effort it takes to keep your client base engaged and profitable.

Join us to hear Adele Martin, multi-award winning Financial Planner and Founder of Firefly Wealth, talk about smart strategies to help you succeed. Learn how to:

1.  Implement a solution that delivers fast results
2.  Generate additional revenue
3.  Reduce administration and create business efficiency
4.  Provide more value to keep your clients happy.

What you'll learn in this webinar


The costs of running an advice business are increasing and advisers need to find new ways of replacing this cost and mitigating risks in uncertain times.


More than ever before, advisers need to be qualified and prepared to sustain a valuable advice business. Increased regulation, reduced insurance commissions and higher overhead costs can make it difficult to justify the time and effort it takes to keep your client base engaged and profitable.


Join us to hear Adele Martin, multi-award winning Financial Planner and Founder of Firefly Wealth, talk about smart strategies to help you succeed. Learn how to:


1.  Implement a solution that delivers fast results
2.  Generate additional revenue
3.  Reduce administration and create business efficiency
4.  Provide more value to keep your clients happy.

Speaker: Adele Martin
Founder of Firefly Wealth

Adele is disrupting the financial advice industry.  

She is the 2016 winner of the Independent Financial Adviser Excellence Award & Best Client Servicing Adviser and a 2017 finalist for the Women in Finance Awards.  

She is passionate about making advice affordable and assessable and her mantra when growing her business is “what can I outsource or automate”  

Adele is Australia’s leading authority for financial advice for Gen X & Y having been featured in The Australian Financial Review, The Sydney Morning Herald, Women’s Weekly, Sky Business, Triple M and Sky News.


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REGISTER NOW
Event Details
22 FEB 2016
10:00 AM, AEST

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What our clients think

4,000+ clients since 1990.

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Slaven Bilic

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Djimitri Payet

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Slaven Bilic

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duo Reges: constructio interrete. Omnes enim iucundum motum, quo sensus hilaretur. At hoc in eo M. Itaque dicunt nec dubitant: mihi sic usus est, tibi ut opus est facto, fac. Nulla profecto est, quin suam vim retineat a primo ad extremum.

Djimitri Payet

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duo Reges: constructio interrete. Omnes enim iucundum motum, quo sensus hilaretur. At hoc in eo M. Itaque dicunt nec dubitant: mihi sic usus est, tibi ut opus est facto, fac. Nulla profecto est, quin suam vim retineat a primo ad extremum.

Djimitri Payet

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Hurry to secure your spot now!

This webinar is a great opportunity to hear interesting insights from an award winning financial planner, about how they manage a successful advice business. Seats are limited, so please ensure you register to secure your spot.


If you have any questions about the content that will be presented in this webinar or if would like to speak to someone about Moneysoft, please contact us on 1300 850 878 or info@moneysoft.com.au